Advanced Task Timesheet Manager Module for Perfex CRM

Introduction

The Advanced Task Timesheet Manager (ATTM) module for Perfex CRM is a powerful tool designed to streamline and simplify the process of tracking and managing tasks and time spent by team members. This comprehensive module offers a range of features to help you maximize productivity, improve time estimation, and enhance collaboration. In this tutorial, we will provide a step-by-step guide on how to use the Advanced Task Timesheet Manager module for Perfex CRM.

Table of Contents

1. Introduction to the Advanced Task Timesheet Manager Module
2. Setting up the Advanced Task Timesheet Manager Module
3. Creating and Assigning Tasks
4. Tracking Time Spent on Tasks
5. Managing Timesheets
6. Advanced Features and Configurations

Tutorial

Section 1: Introduction to the Advanced Task Timesheet Manager Module

The Advanced Task Timesheet Manager (ATTM) module for Perfex CRM is a powerful tool that allows team members to log and track time spent on tasks and projects. This module is ideal for businesses, teams, and individuals who need to manage multiple projects and tasks simultaneously. The ATT Module provides a user-friendly interface for tracking time, capturing notes, and attaching documents to tasks and projects. This module is designed to help you streamline your workflows, improve project management, and enhance team collaboration.

Section 2: Setting up the Advanced Task Timesheet Manager Module

Before you start using the ATT Module, you need to set it up properly. Here's a step-by-step guide on how to set up the module:

1. Log in to your Perfex CRM account and navigate to the settings page.
2. Scroll down to the "Module" section and click on the "Install" button next to the "Advanced Task Timesheet Manager" module.
3. Follow the installation wizard's prompts to complete the installation.
4. Once the module is installed, navigate to the "Configure" tab and set the following:
   • Set the start and end date for time tracking.
   • Specify the default currency for billing.
   • Set the default time format (hours, minutes, seconds).

Section 3: Creating and Assigning Tasks

To use the Advanced Task Timesheet Manager Module, you need to create and assign tasks to team members. Here's how to do it:

1. Navigate to the "Tasks" tab and click on the "New Task" button.
2. Enter the task name, description, and priority.
3. Assign the task to a team member by clicking on the "Assign to" dropdown menu.
4. Set the task status to "New" and click on the "Create" button.
5. Repeat the process to create multiple tasks and assign them to team members.

Section 4: Tracking Time Spent on Tasks

Once you have created and assigned tasks, team members can track the time spent on tasks using the ATT Module. Here's how to track time spent on tasks:

1. Log in to your Perfex CRM account and navigate to the "Tasks" tab.
2. Click on the task for which you want to log time spent.
3. Click on the "Log Time" button and enter the start time, end time, and notes.
4. Select the task activity (e.g., coding, designing, meeting).
5. Click on the "Submit" button to log the time spent on the task.

Section 5: Managing Timesheets

The ATT Module allows you to manage timesheets easily. Here's how to manage timesheets:

1. Navigate to the "Timesheets" tab.
2. Click on the "Search" button and select the date range for which you want to view timesheets.
3. Click on the "Search" button to view the timesheet report.
4. The report will show the team member's time spent on tasks, total hours, and total billable hours.
5. You can filter the report by date range, task, team member, and more.

Section 6: Advanced Features and Configurations

The ATT Module has several advanced features and configurations that you can use to customize the module to suit your needs. Here are some of the advanced features and configurations:

• Automated time tracking: You can set up automated time tracking for tasks, projects, and team members.
• Customizable timesheet format: You can customize the timesheet format to include additional columns and fields.
• Integration with other Perfex CRM modules: The ATT Module can be integrated with other Perfex CRM modules, such as Projects, Invoices, and Reports.

Conclusion:

This tutorial has covered the setup, creation, and assignment of tasks, tracking of time spent on tasks, and management of timesheets in the Advanced Task Timesheet Manager Module for Perfex CRM. We have also covered some of the advanced features and configurations available in the module. By using the ATT Module, you can streamline your workflows, improve project management, and enhance team collaboration.