Tasks Bookmark module for Perfex CRM, helps you categorize your tasks in Bookmark lists, so they can be easily grouped/searched and prioritized.
The Bookmarks for Tasks module adds a powerful organizational layer to Perfex CRM, allowing users to bookmark tasks for quick access and better workflow management. Ideal for teams and individuals managing a high volume of tasks, this module enhances productivity by keeping your most critical or frequently accessed tasks just a click away.
Whether you're a project manager overseeing multiple assignments or a support agent juggling client requests, this simple yet effective module helps reduce clutter and saves time.
Here’s how it works:
Once module is activated, a new menu item will appear at the right column of your Perfex admin area, named TASK BOOKMARKS
Clicking on it, will lead on Tasks Bookmark creation page, where you will be able to create a new bookmark:
Key Features
Task Bookmarking
Instantly add or remove bookmarks on any task with a single click.
Dedicated Bookmarks Panel
View all your bookmarked tasks from a centralized dashboard widget or tab.
Visual Indicators
Bookmark icons appear next to tasks, so you can identify important items at a glance.
User-Specific Bookmarks
Bookmarks are tied to user accounts — each team member can manage their own list.
Seamless Integration
Fully integrated into Perfex CRM’s task management interface with native UI styling.
Quick Navigation
Jump to bookmarked tasks directly from the dashboard or module tab, improving workflow speed.
02 May 2025, 03:18 PM
02 May 2025, 03:18 PM
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