Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.2.1 and later. This module may not work if you are using Perfex CRM as a SaaS service.
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Project Management Enhancements Module for Perfex CRM allows you to take your project management capabilities to the next level. This Perfex module has been 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 organise your projects.
WHAT’S NEW
Expandable Comment Threads
We’ve improved comment threads to enhance clarity. Previously, long comment threads could get confusing, with no clear indication of where the replies ended.
Now, any comment with replies will display the number of replies, and users can click to view them. This keeps the task comment section clean and organised, making it easier to follow discussions.
OTHER MAIN FEATURES
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Task Highlights: Stay on top of project updates effortlessly! With our latest feature, any task with recent changes will be automatically highlighted in the task list,
ensuring you never miss an important update. Tasks will be highlighted when a new comment or reply is added on a task, a comment thread is updated, the task status changes.
The updated tasks will be highlighted for task assignees and task followers. -
Task Types: Categorise tasks as general tasks, bugs, or new features, or customise your own. Add task types directly from the introduced project settings menu to suit
your project needs, with default options like bug, feature, and task. Currently, task types are project-specific. This means a task must either 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 Colours for Task Types: Personalise task labels with custom colours. Use the colour picker or paste your preferred hex code to design task labels that visually align with your workflow.
- Image and Screenshot Pasting 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.
- Image and Screenshot Pasting in Task Descriptions: Add visuals directly to task descriptions to provide detailed explanations and improve understanding.
- Task Sharing via Link: Easily share tasks with your team using the one-click copy link option, available on both 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 your other team members access this shared comment via the provided link it automatically scrolls to it, ensuring precise communication.
- Task Info Toggle Button: Simplify navigation in tasks with a toggle button that expands or collapses task details. Maximise space for reading task descriptions and comments when needed.
- Reply to Task Comments: Team members can now work more effectively with the ability to organise discussions into clear, focused threads. This feature ensures that conversations stay relevant, making it easier to track ideas, resolve issues, and communicate seamlessly within tasks.
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Project Owners: You can assign different owners to different projects, giving designated leaders full visibility of all tasks within their projects without individual assignments.
Simply select project owners in the dropdown when creating or editing a project—they will automatically be added as task followers for all tasks within that project. - More Features Already in Development: Stay tuned for even more functionality to help you optimise your project management workflows. You can also send us feature requests.
MORE IMAGES
Project owners:
Task highlights:
Task replies:
View and sort task types directly from the task list, streamlining navigation and project management:
Share tasks effortlessly with a one-click copy link option on the task list page:
Customise label font colours for better visibility on light or dark label backgrounds:
New project settings menu:
New type of task (Bug):
Comment image paste and share link:
Task info toggle button:
INQUIRIES AND SUPPORT
For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.
If you have purchased this module and require support, please open a support query, and we will be glad to assist you.
For feature requests, please email us on the provided email address on our seller profile.
CHANGELOG
Version 1.2.6 | 28 February 2025
Enhancement: Added expandable comment threads for project tasks to improve clarity and reduce clutter Enhancement: Automatically remove project owners from the task follower list when they are removed from a project
Version 1.2.2 | 18 February 2025
Enhancement: Filter project tasks by task type using the search input on the project tasks page Enhancement: Task info to be expanded by default on task modal
Version 1.2.1 | 14 February 2025
Feature: Introduced project owners
Version 1.2.0 | 08 February 2025
Bug fixing: Fixed some bugs including tasks table doesn't load and task comment attachment shows the placeholder
Version 1.1.9 | 06 February 2025
Feature: Introduced task highlights
Version 1.1.7 | 22 January 2025
Feature: Introduced task comment threads Enhancement: Optimised image handling by uploading pasted images in task comments to reduce task loading size Bug fixing: Fixed some minor bugs for performance enhancement
Version 1.1.3 | 16 January 2025
Feature: Sortable task types on the task List Page Feature: Copy task link on the task list page Feature: Task type font colour Options Bug Fix: Resolved image format issues in task comments
Version 1.1.0 | 09 January 2025
Feature: Default task types are now editable for all projects
Version 1.0.9 | 03 January 2025
Bug fixes
Version 1.0.7 | 01 January 2025
Initial version