Tasks
Create New Task
In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter the subject for the task in order to easily identify it. Hourly Rate – Set task hourly rate Start Date – Set the date when the task ...
Linking task to features
Task can be linked to any important features in Perfex CRM to keep track of your work and assign important actions to your agents. Go to Tasks menu item from the main admin menu and on the top right button click New Task On the Related to field ...
Bill Tasks
1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a customer this dropdown will be auto-populated with all the tasks that are associated with this client ...
Task Timesheets
Task timesheets is all started timers for specific task, timesheets are stored separately for each task started by the task assignees. To view all task timesheets while the task modal is open click on the timesheets icon. Below this button a table ...
Disallow project members to see all project tasks
By the default all project related tasks are visible to all project members. If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to projects To achieve ...
Recurring Tasks
Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu in the admin area and click on the top left button New task A popup modal will be shown to add new task. ...
Add New Task Status
NOTE: This feature is available starting from version 1.6.2 By default Our CRM ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting Feedback, Complete but you can inject new statuses with simple action hook to fit for your ...