Metadata-Version: 2.1
Name: odoo-addon-crm_project_task
Version: 19.0.1.0.0.4
Requires-Dist: odoo==19.0.*
Summary: Create tasks from lead or opportunity
Home-page: https://github.com/OCA/crm
License: AGPL-3
Author: Moduon, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 19.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 3 - Alpha
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

================
CRM Project Task
================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
    :target: https://odoo-community.org/page/development-status
    :alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
    :target: https://github.com/OCA/crm/tree/19.0/crm_project_task
    :alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/crm-19-0/crm-19-0-crm_project_task
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
    :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=19.0
    :alt: Try me on Runboat

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

This module allows salesman to create linked tasks from
leads/opportunities in a special project for such tasks

.. IMPORTANT::
   This is an alpha version, the data model and design can change at any time without warning.
   Only for development or testing purpose, do not use in production.
   `More details on development status <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
   :local:

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

To configure this module, you need to:

- Go to Project
- Create a project
- Go to CRM > Settings > Configuration > Projects
- Set crm default project

Usage
=====

1. Go to *CRM > Sales > My pipeline*.
2. Open one of the existing leads or create one.
3. If no tasks have been created from this lead, there will be a button
   "Create Task". Click on it.
4. What happens next depends on whether you have permission to create
   tasks in the configured default project or to even create tasks at
   all.

   - If yes: You will be redirected to a form view to create and edit
     the new task you are creating.

     - You may also click the status button and view all tasks linked to
       this lead. You may also add more tasks from these views.

   - If no: A popup will appear asking you for a name and description
     for the new task you are creating.

     - Click on "Create Task" button. A task will be created in the
       configured default project and the popup will close.
     - The status button will show you how many tasks are linked to this
       lead, but when you click on it you will only see ones to which
       you have been given access (by being set as a follower or by
       assignment of the lead to you). You will not be able to add any
       tasks from this view

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_project_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
-------

* Moduon

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

- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
- Andrii Kompaniiets (`Moduon <https://www.moduon.team/>`__)
- `Pyxiris <https://github.com/Pyxiris>`__

  - `Liam Noonan <https://github.com/ljmnoonan>`__

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.

.. |maintainer-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
    :target: https://github.com/EmilioPascual
    :alt: EmilioPascual
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
    :target: https://github.com/rafaelbn
    :alt: rafaelbn
.. |maintainer-Andrii9090| image:: https://github.com/Andrii9090.png?size=40px
    :target: https://github.com/Andrii9090
    :alt: Andrii9090

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-EmilioPascual| |maintainer-rafaelbn| |maintainer-Andrii9090| 

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

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