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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

@geomer198 geomer198 marked this pull request as draft August 16, 2025 19:14
@geomer198 geomer198 changed the title [17,0][ADD] crm_stage_project_task [17.0][ADD] crm_stage_project_task Aug 16, 2025
@geomer198 geomer198 marked this pull request as ready for review August 17, 2025 22:36
@geomer198 geomer198 force-pushed the 17.0-t30-crm_stage_project_task-add branch 2 times, most recently from 1dbac9e to 583aca9 Compare August 18, 2025 11:28
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@Bearnard21 Bearnard21 left a comment

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Functionlity LGTM

@Bearnard21
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@rafaelbn Please take a look, thank you

@geomer198 geomer198 force-pushed the 17.0-t30-crm_stage_project_task-add branch from 583aca9 to 6310b29 Compare August 30, 2025 13:08
@Bearnard21
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@rvalyi @azmeuk @pedrobaeza could you please take a look
Thank you

@azmeuk
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azmeuk commented Oct 1, 2025

Why me?

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3 participants