[17.0][ADD] crm_stage_project_task#672
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@rafaelbn Please take a look, thank you |
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@rvalyi @azmeuk @pedrobaeza could you please take a look |
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Why me? |
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@ivs-cetmix Make a code review please. |
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| 1. Manual Task Creation | ||
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| - Teams waste time recreating repetitive tasks (e.g., "Send proposal") for every lead | ||
| - Inconsistent task naming/descriptions across stages | ||
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| 2. No Process Enforcement | ||
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| - Users can skip mandatory steps (e.g., contract reviews) by moving stages prematurely | ||
| - Hard to track which stage-specific actions are pending | ||
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| 3. Disconnected Workflows | ||
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| - Tasks exist in Projects but lack visibility in CRM | ||
| - No native link between pipeline stages and task templates |
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Hello @geomer198 thank you for you contribution!
Could you please clarify why do you need to link the CRM lead directly to a dedicated project if you need, why cannot this be done using the standard CRM -> Sales -> Project flow?
If you have a complex lead closure process that has multiple tasks to be completed, then you can create a quotation from the opportunity, link a project to that quotation and later use that link to bind tasks with the lead.
Regarding Teams waste time recreating repetitive tasks (e.g., "Send proposal") for every lead cannot this be done with activities?
Also have a look at this module, probably you could use it as a basis and extend it instead: https://github.com/OCA/crm/tree/17.0/crm_project_task
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@ivs-cetmix, thank you for your comment! This solution has been used in one of our projects. Therefore, we decided to publish the module so that other users could also take advantage of its capabilities.
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This module bridges CRM pipeline management with project tasks, automatically generating predefined tasks when leads/opportunities transition between stages. It enforces process compliance by optionally requiring task completion before stage progression.
Core Functionality:
Configurable task templates per CRM stage
Optional stage transition validation (blocks progression if tasks incomplete)
Integrated task management within CRM form view
Key Features:
Default project configuration for tasks
Stage-specific task templates
Task state validation system