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This module allows you to associate/group products/services with a milestone and display the subtotal. It is possible to add comment lines without details (VAT, price, etc.), as well as to force page breaks in commercial proposals, customer orders, customer invoices, supplier invoices and orders.
Collect client signatures on Dolibarr intervention reports — remotely by secure email link or on-site via tablet modal. Dedicated statuses, eIDAS audit certificate included.
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Create project tasks directly from proposal, customer order and invoice lines. Each line can be linked to a different project using Dolibarr native selectors, with display in document view and PDF.
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EasyLineToTask is the Dolibarr module that bridges your commercial documents with project management. From a proposal, customer order or invoice, turn each line into a project task with a single click. Perfect for service companies, consulting firms, developers, construction or any industry where quotes translate into planned work.
| Feature | Detail | Status |
|---|---|---|
| Proposals to tasks | Create tasks from proposal lines | ✅ |
| Orders to tasks | Create tasks from customer order lines | ✅ |
| Invoices to tasks | Create tasks from invoice lines | ✅ |
| Per-line project | Each line can be assigned to a different project | ✅ |
| Global project | Apply the same project to all selected lines at once | ✅ |
| Native Dolibarr selector | Uses FormProjets::select_projects() filtered by customer | ✅ |
| Automatic reference | Generates task ref using the configured numbering module | ✅ |
| User assignment | Automatically assigns current user as task executor | ✅ |
| Document view | Shows linked project and task directly on each document line | ✅ |
| PDF view | Includes project/task reference in generated PDFs (configurable) | ✅ |
| Origin column in tasks | Toggleable column in the project task list | ✅ |
| Origin in task card | Shows source document in the task detail page | ✅ |
| Unlinking | Unlink lines and delete tasks with no time entries | ✅ |
| ON DELETE CASCADE | FK with cascade: deleting task/project cleans up links | ✅ |
| Interactive modal | Modal UI with scroll, sticky toolbar and select all | ✅ |
| Granular permissions | Independent read, write and delete permissions | ✅ |
| Multi-language | ES, EN, FR, DE, IT, PT, CA, GL (8 languages) | ✅ |
| No core modification | 100% via hooks, does not modify any Dolibarr core file | ✅ |