Task Templates for Perfex CRM With Lifetime Update.

$6.90

Features	Values
Version	v1.0.0
Last Update	16 October 2023
Premium Features	Yes
Instant Installation Support	24 Hrs.
Scanned By Virus Total	✅
Live Preview	100% Working

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Description

This module for Perfex CRM streamlines task creation by letting you generate templates. No more repetitive data entry – just pick a template, set a start date, and you’re good to go.

Key Features:
– Template Creation: Design task templates to save time on repetitive tasks.
– Auto Due Date Calculation: Set due dates automatically based on specified days.
– Assignees and Followers: Assign task members and add followers directly within the template.
– Custom Fields: Include custom fields to tailor templates to your needs.
– Checklist Integration: Select checklist templates to include in tasks for thorough planning.
– Staff Permissions: Control module access with staff permissions.

In essence, it simplifies task management by allowing you to create reusable templates with pre-filled information, saving you time and effort.

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Installation Process

WordPress Theme Installation

Download the theme zip file after purchase from CodeCountry.net
Then, log in to your WordPress account and go to Appearance in the menu on the left of the dashboard and select Themes.
On the themes page, select Add New at the top of the page.
After clicking on the Add New button, select the Upload Theme button.
After selecting Upload Theme, click Choose File. Select the theme .zip folder you've downloaded, then click Install Now.
After clicking Install, a message will appear that the theme installation was successful. Click Activate to make the theme live on your website.