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. Features 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 DEMO URL Click Here Username : [email protected] Password : 123456 Change Log Version 1.0.1 Made compatible with projects template module Version 1.0.0 First version
PHP
Perfex CRM Framework
- Create reusable task templates
- Pre-define task details (name, description, assignee, priority, etc.)
- Reduce task creation time
- Minimize data entry errors
- Enforce standardized task processes
- Seamless integration with Perfex CRM
- Untouched original developer code for stability
PHP Script
Task Templates for Perfex CRM
Streamline your workflow in Perfex CRM with reusable task templates. Save time and ensure consistency by pre-defining task details for common projects.
Who is this for?
This product is ideal for businesses and teams using Perfex CRM who want to improve task management efficiency, reduce repetitive work, and standardize their processes. It’s particularly beneficial for project managers, team leads, and support staff who frequently create similar tasks.
Product Info
- Released 2026-02-19
- Version v1.0.1
- Developer Umva Team
