[IMP] crm_lead_to_task: Usability improves #689
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After merging “crm_project_task,” some usability issues were reported. The following improvements have been added: - Unified to a button in the lead with a wizard that always appears - If a project is selected in the options, it will open by default in the wizard in read-only mode - Within the wizard, you can: - Convert lead to task: this is how it worked before, where you can archive the lead and move the chatter to the task - Create task and link: a task linked to the lead will be created, but the chatter will not be moved and the lead will not be archived. @moduon MT-11907
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rafaelbn
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Oct 7, 2025
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Hello, thank you for this improvements 🙏🏼
- Please be sure we solve #481
- Add Moduon as author of the module and maintain the contributor and maintainers of https://github.com/OCA/crm/tree/16.0/crm_project_task
Thank you! 😄 ❤️
yajo
requested changes
Oct 7, 2025
| <record id="crm_lead_convert2task_view_form" model="ir.ui.view"> | ||
| <field name="model">crm.lead.convert2task</field> | ||
| <field name="arch" type="xml"> | ||
| <form string="Convert to Task"> |
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issue: this form title is now misleading
| action["context"] = context | ||
| return action | ||
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| def _move_chatter(self, task): |
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issue: remember that many modules can coexist, so it's better if method names are more explicit:
Suggested change
| def _move_chatter(self, task): | |
| def _move_chatter_to_task(self, task): |
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| if self.company_id.crm_archive_lead_on_convert: | ||
| self.active = False |
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question: does this make sense now? If users have the ability to click on "convert to task", shouldn't that just archive always?
IMHO the crm_archive_lead_on_convert should be an option with 3 choices:
- Always
- Never
- Empty (let the user choose)
| type="object" | ||
| string="Create Task" | ||
| class="oe_stat_button" | ||
| groups="project.group_project_user" |
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issue: salespersons cannot convert to task if they don't have project permissions.
Suggested change
| groups="project.group_project_user" |
Salespeople should be able to perform the conversion (not the linking).
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After merging “crm_project_task,” some usability issues were reported. The following improvements have been added:
https://www.loom.com/share/142ac524c4274a75b6aef5d1ef6feb5b
@moduon MT-11907