⭐ Conheça nosso canal no YouTube! Não perca nossos vídeos incríveis! Visitar Canal >>

Project Management Enhancements Module for Perfex CRM

v1.3.1 Join to Suggest
Available in the plans: SaaS SaaS Pro Essencial Premium Plus
Project Management Enhancements Module for Perfex CRM
Available in Some Plans

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.

 

Have unlimited downloads

Subscribe to access unlimited downloads of themes, videos, graphics, plug-ins, and more premium resources for your creative needs.

License Options

Published:

29/01/2025

Category:

Versão Requerida:

3.2.1 ou superior

Ioncube Necessário:

Não

Disponível nos Planos:

Similar Items

PerfexWiki - Internal knowledge for Perfex CRM
```html The PerfexWiki module is a powerful internal knowledge management tool designed to seamlessly integrate with Perfex CRM. This module allows organizations to create, organize, and share important knowledge in a structured and accessible way, becoming an essential resource for teams and collab...
HR Payroll module for Perfex CRM
The HR Payroll Module for Perfex CRM is an extension designed to manage payroll and human resources functions directly within the Perfex CRM system. This module is ideal for companies looking to automate and simplify the payroll management process, tracking salaries, benefits, taxes, and other labor...
Project Kanban View Module For Perfex CRM
```html The Kanban View Module for Projects in Perfex CRM is a practical and visual solution for managing projects within Perfex CRM. It transforms the way you and your team visualize and organize tasks, using the popular Kanban format, known for its efficiency in managing workflows and increasing p...
StyleFlow - Invoice Templates For Perfex CRM
```html The Invoice Templates for Perfex CRM is a module that offers a variety of customizable invoice templates for Perfex CRM. This module allows businesses to create, edit, and manage invoices professionally, with modern designs tailored to the specific needs of each business.Main Features:Multip...
Brevo SMS Notification Module for Perfex CRM formerly SendInBlue
The SendinBlue SMS Notification module for Perfex CRM is an extension that integrates SendinBlue's SMS service with the Perfex CRM system. This module allows companies to send notifications and text messages (SMS) directly from Perfex CRM, using the SendinBlue platform to facilitate communication wi...
Webhooks Module for Perfex CRM
```html Supported FunctionsOur module supports the following list of functions from the Perfex CRM, in its current version:LeadsClients (Add/Delete Contacts)Invoices (including Recurring)TasksProjectsEstimatesProposalsTicketsPaymentsTeam *¹Custom FieldsContractsCalendar EventsExpenses (including Rec...