- Short Description
- Create efficient task workflows with Perfex CRM's module. Generate customizable task templates, set auto-due dates, and assign followers directly—boost productivity now. Demo access available at Click Here.
This is a module for Perfex CRM
Task templates modules allows you to create templates for your tasks. So you dont have to fill all information again while creating task. Just select template add a start date and done.
- Create task template
- Specify due date in days to auto make due date
- Add task assignees directly in template
- Add task followers directly in template
- Add custom fields for task in template
- Select checklist templates to add in task
- Staff permissions for access restriction to module
Click Here
Username : admin@demo.com
Password : 123456
