Lead to Task

crm_lead_to_task · OCA/crm

    Repository
    OCA/crm · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Project
    Folder size
    0.7 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/crm
    Last tracking update
    2026-08-07 09:06:23
    Authors
    Odoo Community Association (OCA), Odoo S.A., Tecnativa
    Maintainers
    Odoo Community Association (OCA), Odoo S.A., Tecnativa
    Committers
    Weblate, Ruchir Shukla, OCA-git-bot, oca-ci, eugenio
    Odoo dependencies
    odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - http_routing
    - auth_signup
    - phone_validation
    - project
    - analytic
    - uom
    - rating
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module allows you to convert leads or opportunities into project tasks.
It supports the following features:

- Optional automatic archiving of the lead after conversion.

- Ability to configure a Force Project so tasks are created directly without a popup.

- Preserves attachments and messages from the lead.

**DISCLAIMER:** This module is a forward-port of a module from Odoo S.A.
and as such, it is not included in the OCA CLA. That means we do not
have a copy of the copyright on it like all other OCA modules.

    Code Analysis ⓘ

    Views touched (4)
    XML IDNameModelTypeStatus
    crm_lead_convert2task_view_form crm.lead.convert2task form New
    crm_lead_to_task_res_config_settings_view_form res.config.settings.view.form.inherit.crm.lead.to.task res.config.settings form Inherits crm.res_config_settings_view_form
    crm_lead_view_form crm.lead form Inherits crm.crm_lead_view_form
    view_task_form2 project.task.view.form.inherit.crm.lead.to.task project.task form Inherits project.view_task_form2
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (5)

    New fields (3)
    • crm_archive_lead_on_convert Boolean
      related='company_id.crm_archive_lead_on_convert'
    • task_count Integer
      compute='_compute_task_count'
    • task_ids One2many → project.task
      args: 'project.task', 'lead_id'
    Public methods (2)
    • action_crm_to_task(self)
    • action_view_tasks(self)

    New fields (2)
    • lead_id Many2one → crm.lead
      comodel_name='crm.lead' domain=[('type', '=', 'lead')]
    • project_id Many2one → project.project
      comodel_name='project.project'
    Public methods (2)
    • action_lead_to_project_task(self)
    • default_get(self, fields)
      @api.model

    New fields (1)
    • lead_id Many2one → crm.lead
      args: 'crm.lead'
    Public methods (1)
    • action_view_lead(self)

    New fields (2)
    • crm_archive_lead_on_convert Boolean
      default=True
    • crm_force_project_id Many2one → project.project
      args: 'project.project', 'Force Project'
    Public methods (0)

    No public methods.

    New fields (2)
    • crm_archive_lead_on_convert Boolean
      readonly=False related='company_id.crm_archive_lead_on_convert'
    • crm_force_project_id Many2one
      readonly=False related='company_id.crm_force_project_id'
    Public methods (0)

    No public methods.

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