crm_project_task

Purpose

This module enables creating project tasks directly from CRM leads or opportunities.

Features

crm.lead: Adds a 'Create Task' button in the form header for active leads without existing tasks
crm.lead: Displays a stat button showing the count of associated tasks
crm.lead: Provides an action to view and manage tasks linked to the lead
project.task: Includes a field to link tasks to their originating CRM lead
res.config.settings: Allows configuration of a default project for tasks created from leads
crm.create.task: Provides a wizard to input task name and description for creation
crm.create.task: Creates tasks assigned to the default project with lead's partner and linkage
crm.create.task: Posts chatter messages in both the task and lead linking them together
crm.create.task: Opens the newly created task form after creation