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Word: It is a module for Perfex CRM, not a standalone script.
This module works greatest on Perfex CRM model 3.2.1 and later. We advocate testing this module on a staging copy earlier than deploying to your manufacturing Perfex occasion.
This module is particularly designed for standalone installations of Perfex CRM and should not work in case you have arrange Perfex CRM as a SaaS service.
LIVE DEMO
To see a dwell demo for this module, use the login particulars under:
Username: [email protected]
Password: 2sQzy&7bzPc!Oh
Login here.
OVERVIEW
Challenge Administration Enhancements Module for Perfex CRM permits you to take your challenge administration capabilities to the subsequent stage. This Perfex module has been designed to raise your productiveness and streamline workforce collaboration. Full of highly effective options—together with newly added activity dependency controls—it redefines the way you handle duties, talk together with your workforce, implement supply sequencing, and organise your initiatives.
WHO IS IT FOR?
This module is good for companies and organisations that:
- Want superior challenge administration capabilities past Perfex CRM’s normal options
- Handle a number of initiatives with various groups and require higher activity organisation and monitoring
- Wish to enhance workforce collaboration by way of threaded discussions, activity highlights, dependency visualisation, and activity categorisation
- Want versatile challenge note-taking with the power to create, edit, and pin limitless notes per challenge
- Require customisable activity sorts (bugs, options, normal duties) with visible labels for higher workflow administration
- Wish to streamline communication by sharing particular duties and feedback through direct hyperlinks
- Want challenge house owners with automated visibility throughout all challenge duties with out particular person assignments
- Worth enhanced productiveness by way of options like picture pasting, expandable remark threads, and activity highlights
WHAT’S NEW
Superior Activity Dependencies: Outline Asana-style dependencies immediately on the duty modal with clear steerage for “ready for”, “blocking”, “reference”, and “linked” relationships. The brand new sidebar immediately lists each dependency, so you may see upstream and downstream duties with out leaving the modal.
Use the inline kind so as to add dependencies in a few clicks:
- Dependency kind steerage: Contextual descriptions guarantee groups select the right relationship.
- real-time updates: Add, assessment, or delete dependencies with out reloading the duty.
- Linked-task synchronisation: Synchronise standing adjustments throughout associated duties to maintain plans aligned.
CORE FEATURES
World Activity Varieties for Tasks: Now you may outline activity sorts simply as soon as and apply them universally, saving you time and making certain consistency. When creating a brand new activity kind, you’ll have versatile choices to regulate its scope, add to current initiatives or add to future initiatives. World Activity Varieties might be managed in Setup -> Settings -> World Activity Varieties for Tasks.
Challenge Notes Redefined: Perfex CRM initially allowed solely a single word per challenge, however we’ve enhanced this characteristic to offer you higher flexibility. Now, you may create limitless challenge notes, edit, delete, and pin necessary notes to maintain them simply accessible. Keep organised with a number of notes and guarantee key challenge particulars are all the time at your fingertips.
Activity ID on the Activity Popup: We now have added the Activity ID to the duty popup for fast reference. This makes it simpler to trace and share duties with no need to open the complete activity particulars.
Expandable Remark Threads: We’ve improved remark threads to reinforce readability. Beforehand, lengthy remark threads may get complicated, with no clear indication of the place the replies ended. Now, any remark with replies will show the variety of replies, and customers can click on to view them. This retains the duty remark part clear and organised, making it simpler to comply with discussions.
Activity Highlights: Keep on high of challenge updates effortlessly! With our newest characteristic, any activity with latest adjustments might be robotically highlighted within the activity checklist, making certain you by no means miss an necessary replace. Duties might be highlighted when a brand new remark or reply is added on a activity, a remark thread is up to date, the duty standing adjustments. The up to date duties might be highlighted for activity assignees and activity followers.
Challenge Settings Menu: Entry and handle all project-specific configurations from a centralised challenge settings menu, making it simpler to customize activity sorts and different challenge preferences.
Activity Varieties: Categorise duties as normal duties, bugs, or new options, or customise your individual. Add activity sorts immediately from the launched challenge settings menu to fit your challenge wants.
Customized Label Colors for Activity Varieties: Personalise activity labels with customized colors. Use the color picker or paste your most well-liked hex code to design activity labels that visually align together with your workflow. Customise label font colors for higher visibility on gentle or darkish label backgrounds.
Activity Sorting by Activity Sort: On the duty checklist web page, kind duties by your customized activity sorts like bugs, options, or any class that you’ve got created to fit your workflow.
Picture and Screenshot Pasting in Activity Feedback: Simply talk together with your workforce by pasting pictures and screenshots immediately into activity feedback. Photographs are displayed in full display screen when clicked, making certain readability in collaboration.
Activity Sharing through Hyperlink: Simply share duties together with your workforce utilizing the one-click copy hyperlink choice, accessible on each the duty particulars web page and the duty checklist web page.
Remark Sharing through Hyperlink: Share particular feedback together with your workforce utilizing the copy-link button. When your different workforce members entry this shared remark through the offered hyperlink it robotically scrolls to it, making certain exact communication.
Activity Data Toggle Button: Simplify navigation in duties with a toggle button that expands or collapses activity particulars. Maximise house for studying activity descriptions and feedback when wanted.
Reply to Activity Feedback: Crew members can now work extra successfully with the power to organise discussions into clear, centered threads. This characteristic ensures that conversations keep related, making it simpler to trace concepts, resolve points, and talk seamlessly inside duties.
Challenge Homeowners: You possibly can assign totally different house owners to totally different initiatives, giving designated leaders full visibility of all duties inside their initiatives with out particular person assignments. Merely choose challenge house owners within the dropdown when creating or enhancing a challenge—they are going to robotically be added as activity followers for all duties inside that challenge.
Extra options on the way in which. Be happy to ship by way of your characteristic request.
INQUIRIES AND SUPPORT
For any pre-sales inquiries, please use the dialogue tab to ask any questions you might have.
When you’ve got bought this module and require assist, please open a assist question, and we might be glad to help you.
For characteristic requests, please e-mail us on the offered e-mail tackle on our vendor profile.
CHANGELOG
Model 1.3.5 | 04 December 2025
Added: Asana-style activity dependency administration with ready, blocking, reference, and linked sorts on the duty modal. Improved: Dependency workspace UX with inline helper textual content and AJAX-powered add/take away actions.
Model 1.3.3 | 18 September 2025
Bug Repair: Unable to open activity in Perfex CRM model 3.4.0
Model 1.3.2 | 27 August 2025
Bug Repair: Fastened a difficulty that triggered the save button to grow to be invisible within the Settings part.
Model 1.3.1 | 14 June 2025
Function: Added international activity sorts for all initiatives, now manageable in *Setup -> Settings -> World Activity Varieties for Tasks. Enhancement: Moved the license menu from the principle sidebar to the module menu on the modules itemizing web page. Bug Repair: Fastened bug that triggered "can't load duties" error associated to the `task_type` column within the duties desk.
Model 1.2.8 | 21 March 2025
Function: Added the duty ID on the duty popup Function: Added limitless challenge notes characteristic with card and checklist view layouts, plus choices to edit, delete, and pin notes Bug Repair: Minor bug fixes
Model 1.2.6 | 28 February 2025
Enhancement: Added expandable remark threads for challenge duties to enhance readability and scale back muddle Enhancement: Robotically take away challenge house owners from the duty follower checklist when they're faraway from a challenge
Model 1.2.2 | 18 February 2025
Enhancement: Filter challenge duties by activity kind utilizing the search enter on the challenge duties web page Enhancement: Activity information to be expanded by default on activity modal
Model 1.2.1 | 14 February 2025
Function: Launched challenge house owners
Model 1.2.0 | 08 February 2025
Bug fixing: Fastened some bugs together with duties desk does not load and activity remark attachment reveals the placeholder
Model 1.1.9 | 06 February 2025
Function: Launched activity highlights
Model 1.1.7 | 22 January 2025
Function: Launched activity remark threads Enhancement: Optimised picture dealing with by importing pasted pictures in activity feedback to scale back activity loading dimension Bug fixing: Fastened some minor bugs for efficiency enhancement
Model 1.1.3 | 16 January 2025
Function: Sortable activity sorts on the duty Checklist Web page Function: Copy activity hyperlink on the duty checklist web page Function: Activity kind font color Choices Bug Repair: Resolved picture format points in activity feedback
Model 1.1.0 | 09 January 2025
Function: Default activity sorts are actually editable for all initiatives
Model 1.0.9 | 03 January 2025
Bug fixes
Model 1.0.7 | 01 January 2025
Preliminary model
