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Odoo Task Creation

Create-Tasks-From-Leads-In-Odoo-e1559372828800
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Muhammed NabeelFeb. 25, 2019

It is very simple to create tasks in Odoo. follow the below steps for Odoo Task Creation.To do so, some configuration is necessary. So that install the Leads To Task module from apps:

install the Leads To Task module for Creating Tasks From Leads In Odoo

By linking this module with a project module we can map leads into tasks.

Then go to CRM>Pipeline>Leads>Create a new lead:

map leads into tasks in Create Tasks From Leads In Odoo

Fill all the required details in that form:

Details Filling for Creating Tasks From Leads In Odoo

Next, to convert this lead into task click on the button Convert To Task:

 Convert To Task for Creating Tasks From Leads In Odoo

Then enter the name of the project in which you want to add this lead as task and click the create button:

Convert Into Task

Then we can add more functions to the task as we do in the project module like

  • Adding Subtasks.
  • Adding Timesheets.
  • Assigned to an Employee etc.

Information Gathering for Create Tasks From Leads In Odoo

We can see the task converted from the lead in the project module:

ConvertedLead

Odoo provides a supporting module to generate Tasks In Odoo and finally within some simple steps it is possible for Odoo Task Creation.

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