Project Management Enhancements Module for Perfex CRM

The Project Management Improvements Module for Perfex CRM allows you to take your project management capabilities to the next level. This Perfex module is designed to elevate your productivity and streamline team collaboration. Packed with powerful features, this module redefines how you manage tasks, communicate with your team, and organize your projects.

NEW FEATURE

Introducing comment threads for tasks

Collaboration just received a major update! Team members can now work more effectively with the ability to organize discussions into clear, focused threads. This new feature ensures that conversations remain relevant, making it easier to track ideas, resolve issues, and communicate seamlessly within tasks.

OTHER KEY FEATURES

• Task types: categorize tasks as general tasks, bugs, or new features, or customize your own. Add task types directly from the project settings menu introduced to meet your project needs, with default options like bug, feature, and task. Currently, task types are project-specific. This means a task must be created within a project or linked to a project for the task type field to display its options when creating the task.
• Custom label colors for task types: customize task labels with custom colors. Use the color picker or paste your preferred hexadecimal code to create task labels that visually align with your workflow.
• Pasting images and screenshots in task comments: easily communicate with your team by pasting images and screenshots directly into task comments. Images are displayed in full screen when clicked, ensuring clarity in collaboration.
• Pasting images and screenshots in task descriptions: add visual elements directly to task descriptions to provide detailed explanations and enhance understanding.
• Task sharing via link: easily share tasks with your team using the one-click copy link option, available on the task details page and the task list page.
• Comment sharing via link: share specific comments with your team using the copy link button. When other team members access this shared comment through the provided link, it automatically scrolls to it, ensuring precise communication.
• Task information toggle button: Simplify task navigation with a toggle button that expands or collapses task details. Maximize space to read task descriptions and comments when needed.
• More features already in development: Stay tuned for even more functionalities to help you optimize your project management workflows. You can also send us feature requests.