oca-technical/odoo-bringout-oca-crm-crm_project_task/crm_project_task

================
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/licence-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/16.0/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-16-0/crm-16-0-crm_project_task
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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    :alt: Try me on Runboat

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

This module allow create task from leads/opportunities

.. 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 with right configuration in order that all salesman have access (usually all employees)
* Go to CRM > Configuration > Project
* Set crm default project

Usage
=====

#. Go to *CRM > Sales > My pipeline*.
#. Open one of the existing leads or create one.
#. Click on the button "Create Task".
#. A popup will appear asking you name and description for create task.
#. Click on "Create Task" button.
#. A task will be created with project in settings.
#. A message chatter will be created in task with link for lead/opportunity. Also, a message chatter will be creat in lead/opportunity with link for task.

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:%2016.0%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/>`__)

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

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

|maintainer-EmilioPascual| 

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_project_task>`_ project on GitHub.

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