Project Task Manage For Perfex CRM

Project Task Manage For Perfex CRM

The Project Task Manage module is a powerful enhancement for Perfex CRM that introduces advanced task planning, progress tracking, and workflow organization within projects. Designed to provide teams with greater control over project execution, this module enables seamless task delegation, priority setting, real-time progress monitoring, and better collaboration across departments.

It is ideal for organizations managing multiple clients, projects, and timelines—ensuring that tasks are always visible, assigned, and progressing toward completion.

Our module is designed to help you manage your projects more efficiently and effectively. Here are the main features offered by our module:

• Create Task Groups: Organize your project tasks into groups for a more structured and organized work environment.
• Task Management:Assign multiple tasks to each task group and set their creation order. Sort tasks by their creation order and automatically create new tasks as previous ones are completed..
• Project Status Changes:Automatically change the project status based on two new fields added to tasks when they are created or completed.
• Pipeline Tracking:Track task groups, tasks, and projects via the pipeline. Instantly see which stage they are in.
• Completion Rate Tracking:List projects assigned to groups and monitor the completion rate of tasks within those projects. Easily track the progress of each project.

Our module ensures the success of your projects by optimizing your workflows. Discover our module for a more efficient project management experience!

Key Features

Enhanced Task Hierarchy
Create main tasks and break them into subtasks for more precise control and delegation. Useful for complex deliverables or multi-phase jobs.

Kanban Board View
Visualize task progress using a drag-and-drop Kanban board interface. Update statuses in real time and manage task movement across stages like "To Do," "In Progress," and "Completed."

Task Prioritization & Deadlines
Set priority levels (Low, Medium, High, Urgent) and due dates for each task. Filter tasks by urgency to focus on what matters most.

Gantt Chart Integration
Visualize task timelines and dependencies using a built-in Gantt chart. Manage overlapping schedules and prevent bottlenecks.

Custom Task Statuses & Tags
Define custom workflow statuses or tags to fit your internal process. Organize tasks by phase, department, or type.

Team Collaboration Tools
Assign multiple staff members, comment on tasks, and upload files or project materials. Built-in notifications keep everyone aligned.

Progress Tracking & Time Logging
Track percentage completion of tasks and log time spent for accurate project billing and performance evaluation.

Task Reminders & Notifications
Automatic email or in-app reminders for upcoming, overdue, or reassigned tasks.

Client Task Visibility (Optional)
Allow clients to view, comment on, or approve project tasks when client access is enabled