Project Kanban View Module For Perfex CRM

Introduction to Project Kanban View Module for Perfex CRM

Perfex CRM is a powerful customer relationship management (CRM) platform that helps businesses streamline their sales, marketing, and customer service operations. One of the key features of Perfex CRM is its Project Kanban View module, which provides a visual representation of your projects and tasks, allowing you to manage them more efficiently. In this tutorial, we will guide you through the process of setting up and using the Project Kanban View module in Perfex CRM.

Setting Up the Project Kanban View Module

To access the Project Kanban View module, follow these steps:

1. Log in to your Perfex CRM account and navigate to the "Settings" menu.
2. Click on "Modules" and select "Project Kanban View" from the list of available modules.
3. Click on the "Install" button to install the module.
4. Once the module is installed, click on the "Configure" button to set up the module.
5. In the configuration settings, you can customize the appearance and behavior of the Kanban board, such as the number of columns, the colors used for each column, and the display of task details.

Understanding the Project Kanban View

The Project Kanban View module provides a visual representation of your projects and tasks, organized into columns and rows. Each column represents a stage or phase of the project, and each row represents a task. The columns are customizable, and you can add or remove them as needed.

Here is a breakdown of the different components of the Project Kanban View:

• Columns: Each column represents a stage or phase of the project, such as "To-Do", "In Progress", and "Done".
• Rows: Each row represents a task, and contains information such as the task name, description, and status.
• Cards: Each task is represented by a card, which contains information such as the task name, description, and status.
• Drag-and-Drop: You can drag and drop tasks between columns to move them to a different stage or phase of the project.
• Filtering: You can filter the tasks on the Kanban board by using the filters located at the top of the board.

Using the Project Kanban View

Now that you have set up the Project Kanban View module and understand its components, let's go through some common use cases and best practices:

• Creating a New Task: To create a new task, click on the "Create Task" button at the top of the Kanban board. Fill in the task details, such as the task name and description, and click on the "Create" button.
• Moving a Task to a Different Column: To move a task to a different column, simply drag and drop the task card to the desired column.
• Filtering Tasks: To filter tasks on the Kanban board, use the filters located at the top of the board. You can filter tasks by status, priority, and other criteria.
• Task Details: To view the details of a task, click on the task card. This will open a pop-up window containing more information about the task, such as the task description, due date, and assigned user.
• Task Assignment: To assign a task to a user, click on the task card and select the "Assign" button. Choose the user you want to assign the task to from the dropdown list.

Best Practices for Using the Project Kanban View

Here are some best practices to keep in mind when using the Project Kanban View module:

• Keep the Columns Organized: Keep the columns organized and logical, so that you can easily move tasks between them.
• Use Clear Task Descriptions: Use clear and concise task descriptions, so that you can easily understand what each task is about.
• Prioritize Tasks: Prioritize tasks by using the priority field, so that you can focus on the most important tasks first.
• Use Filters: Use filters to quickly find specific tasks or groups of tasks, and to focus on the tasks that need attention.

By following these best practices and using the Project Kanban View module effectively, you can streamline your project management process and improve your productivity.