Metadata-Version: 2.1
Name: odoo-addon-crm_lead_to_task
Version: 19.0.1.0.0.3
Requires-Dist: odoo==19.0.*
Summary: Create Tasks from Leads/Opportunities
Home-page: https://github.com/OCA/crm
License: LGPL-3
Author: Odoo S.A., Odoo Community Association (OCA), Tecnativa
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)
Description-Content-Type: text/x-rst

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============
Lead to Task
============

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|badge1| |badge2| |badge3| |badge4| |badge5|

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.

**Table of contents**

.. contents::
   :local:

Configuration
=============

1. Ensure that your user has at least the following access rights:

   - Project: Project User
   - CRM: Salesperson

These permissions are required to create tasks from leads.

Usage
=====

1. Open the CRM settings and configure:

   - Force Project: If set, all tasks created from leads will be
     assigned to this project without asking the user.
   - Archive Lead: If enabled, the lead will be archived after
     converting it to a task.

   |crm_settings|

2. Navigate to *CRM > Sales > My pipeline*

3. Open an existing lead or create a new one.

4. Depending on the Archive Lead setting:

   - Enabled → The button will be labeled "Convert to Task".

   |convert_to_task|

   - Disabled → The button will be labeled "Create Task".

   |create_task|

5. When clicking the button (either Create Task or Convert to Task), two
   scenarios are possible:

   - Force Project set → The task is created immediately and linked to
     the configured project.
   - No Force Project set → A popup appears allowing you to select a
     project. Click Create Task in the popup to proceed.

6. After creation, you will be redirected to the new task form view. All
   relevant lead information, including attachments and messages, will
   be copied to the task.

.. |crm_settings| image:: https://raw.githubusercontent.com/OCA/crm/19.0/crm_lead_to_task/static/description/crm_settings.png
.. |convert_to_task| image:: https://raw.githubusercontent.com/OCA/crm/19.0/crm_lead_to_task/static/description/convert_to_task.png
.. |create_task| image:: https://raw.githubusercontent.com/OCA/crm/19.0/crm_lead_to_task/static/description/create_task.png

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_to_task%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Odoo S.A.
* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

  - Pedro M. Baeza
  - Carolina Fernandez

- Ruchir Shukla <ruchir@bizzappdev.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/19.0/crm_lead_to_task>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
