Project Kanban View Module For Perfex CRM

Description

Project Kanban View Module For Perfex CRM

Project Kanban View Module for Perfex CRM: An essential add-on that introduces an intuitive Kanban-style board for managing projects within Perfex CRM. This module enhances project management by providing a visual overview of tasks, allowing users to easily track progress, update statuses, and improve productivity.

Key Features : 

1. Intuitive Interface

• Drag-and-Drop Functionality: Easily move tasks between different stages by dragging and dropping them.
• Custom Columns: Create custom stages to fit your project workflow.
• Color-coded statuses: Visual indicators to quickly identify task priority and progress.

2. Real-Time Updates

• Live Sync: Changes are reflected in real time for seamless team collaboration.
• Automatic Progress Updates: Task movements update the project’s overall progress automatically.

3. Task Management & Organization

• Task Filtering: Filter tasks by priority, due date, assignee, or status.
• Attachments & Comments: Add files and collaborate directly within the it cards.
• Task Prioritization: Set and manage task priorities for better focus on critical tasks.

4. Seamless Integration with Perfex CRM

• Full CRM Integration: Works seamlessly with existing project and task data in Perfex CRM.
• User Role Permissions: Define who can view, update, or manage the It board.
• Client View Option: Allow clients to view project progress through the It interface.

5. Enhanced Productivity

• Improved Workflow Management: Visualize the entire project lifecycle in one place.
• Quick Task Actions: Mark tasks complete, change statuses, or assign team members in just a few clicks.