Tasks

• Add New Task Status

  NOTE: This feature is available starting from version 1.6.2...

• Bill Tasks

  1. To invoice non-project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a cus...

• Linking task to features

  Task can be linked to any important features in Perfex CRM to keep track of your work and assign important actions to your agents. Go to Tasks menu item from the main admin menu and on t...

• Recurring Tasks

  Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu in the admin area and click on the top left...

• Task Timesheets

  Task timesheets is all started timers for specific task, timesheets are stored separately for each task started by the task assignees. To view all task timesheets while the task modal is open click on the timeshee...

• Add task assignees

  To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be dropdown to select assignees. ...