Project Task Manage For Perfex CRM

Introduction

Project Task Management is an essential feature in Perfex CRM that helps you organize and manage multiple projects and tasks efficiently. It allows you to create, assign, and track tasks and projects, ensuring that your team stays on track and meets deadlines. In this tutorial, we will guide you through the step-by-step process of using the Project Task Management feature in Perfex CRM.

Getting Started

To access the Project Task Management feature, follow these steps:

1. Log in to your Perfex CRM account.
2. Click on the "Projects" tab from the top menu bar.
3. Click on the "Task Management" button from the dropdown menu.

Creating a Project

To create a new project, follow these steps:

1. Click on the "New Project" button from the Project Task Management page.
2. Enter the project name and description in the required fields.
3. Select the project type (e.g., Sales, Marketing, Support) and set the project status to "Open".
4. Click on the "Save" button to create the project.

Creating a Task

To create a new task, follow these steps:

1. Click on the "New Task" button from the Project Task Management page.
2. Select the project for which you want to create the task.
3. Enter the task name, description, and due date in the required fields.
4. Assign the task to a team member or group by selecting their name from the dropdown list.
5. Set the task priority and status (e.g., To-Do, In Progress, Done).
6. Click on the "Save" button to create the task.

Managing Tasks

To manage tasks, follow these steps:

1. From the Project Task Management page, click on the "Tasks" tab.
2. View the list of tasks for the selected project, including their status, due date, and assigned team member.
3. Filter the tasks by status, priority, or due date using the filters provided.
4. Click on a task to view its details, edit its information, or assign it to a different team member.
5. Use the " bulk actions" feature to update the status of multiple tasks at once.

Project Task Assignments

To assign a task to a team member, follow these steps:

1. Click on the "Assign Task" button next to the task you want to assign.
2. Select the team member's name from the dropdown list.
3. Optionally, add a comment or attach a file to the assignment.
4. Click on the "Save" button to assign the task.

Task Progress Updates

To update the progress of a task, follow these steps:

1. Click on the task you want to update.
2. Click on the "Update Progress" button.
3. Select the new status of the task (e.g., To-Do, In Progress, Done).
4. Optionally, add a comment or attach a file to the progress update.
5. Click on the "Save" button to update the task progress.

Project Timeline

To view the project timeline, follow these steps:

1. Click on the "Timeline" tab from the Project Task Management page.
2. View the project timeline, which displays the tasks and their due dates.
3. Click on a task to view its details and update its progress.

Additional Features

Perfex CRM's Project Task Management feature offers additional features to help you manage your projects efficiently. These include:

• Gantt Chart: View the project timeline in a Gantt chart format, which displays the tasks and their dependencies.
• Task Dependencies: Set dependencies between tasks to ensure that they are completed in a specific order.
• Task Notifications: Set notifications for team members when a task is assigned or updated.
• Customizable Fields: Add custom fields to tasks to capture additional information.

Conclusion

In this tutorial, we have covered the basics of using the Project Task Management feature in Perfex CRM. By following these steps, you can create, assign, and track tasks and projects, ensuring that your team stays on track and meets deadlines.