• Quick Task From Leads Or Opportunity
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  • About Module


    Easy to create or manage task of different leads or opportunity.

    Versions


    • v12.0
    • v11.0
    • v10.0
    • v9.0

    Features


    • 1) Create task on click with basic details auto fill from leads/opportunity.
    • 2) Easy to track and filter list of tasks from leads/opportunity.

    Installations


    1) You will receive the link to download the zip file of the module pls download it.

    2) Extract the zip file, you will see folder named ‘sh_quick_task’

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button

    6) In the search bar, search ‘sh_quick_task’

    7) Click on ‘Install’ to install it.

    Workflow


     Create Task From Main Menu.

    Create Task from Pipeline on "Create Task" Button and "Task" Smart Button shows related Task Count.

    On "Create Task" Button click Task Title,Leads and Customer auto selected as per Pipeline.

    From Pipeline on "Task" Smart Button click redirect to Task Tree view showing Task created from Pipeline.

    Create Task from Leads on "Create Task" Button and "Task" Smart button shows related Task Count.

    On "Create Task" Button click Task Title and Leads auto selected as per Leads.

    From Leads on "Task" Smart Button click redirect to Task Tree view showing Task created from Leads.

    Support

    You will get free support and assistance in case of any issues