Odoo Task Creation

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:

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

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

Fill all the required details in that form:

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

 

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

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.

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

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