Project Management Enhancements Module for Perfex CRM

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.

LIVE DEMO

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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.

NEW FEATURE

Introducing Comment Threads for Tasks

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

OTHER MAIN FEATURES

• 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.
• 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

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 1.1.7 | 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