🏆 Advanced To-Do Manager Module for Perfex CRM

Upgrade your task workflows with a fully featured to-do manager inside your Perfex CRM—featuring nested tasks, dependencies, reminders, calendars, and team collaboration tools.

🚀 Overview

The Advanced To-Do Manager Module for Perfex CRM is designed to enhance your task and project workflows by embedding a powerful to-do system directly inside Perfex. Track personal tasks, assign group tasks, set dependencies, link to clients/projects, and stay on top of deadlines. Perfect for agencies, service teams, internal operations and any business that wants to bridge simple tasks and structured workflows.

Use-cases: Daily staff checklists, client deliverable tracking, support follow-ups, recurring operational tasks like monthly reports or audits.

Target users: Businesses using Perfex CRM who need a stronger task management system than the default—to handle teams, deadlines, dependencies, reminders and integrations with leads/projects.

✨ Key Features

• Nested Tasks & Sub-Items: Create main tasks with child subtasks, track progress at both levels.
• Task Dependencies: Define tasks that depend on completion of others; automatic locking until predecessor is done.
• Link to CRM Entities: Attach tasks to clients, leads, projects, invoices or proposals in Perfex CRM.
• Team Assignment & Collaboration: Assign tasks to staff members or teams; watchers and followers added to activity feed.
• Calendar & Timeline Views: See tasks in list, Kanban board, weekly/monthly calendar; drag-and-drop rescheduling.
• Reminders & Notifications: Email/Slack/Push (optional) alerts for upcoming deadlines, overdue tasks, status changes.
• Recurring Tasks: Set tasks to repeat daily, weekly, monthly or custom intervals with auto-generation.
• Task Priorities & Statuses: Customisable priority levels, statuses, color-codes and filtering.
• Mobile-Friendly Interface: Works well on tablets and mobile browsers; quick task updates on the go.
• Reports & Export: Progress reports, overdue tasks list, staff workload breakdown; export as PDF/CSV.
• Permission Control: Define which roles can create, view, edit, delete tasks; restrict visibility by project or client.

⚙️ Technical Stack

• Platform: Module built for Perfex CRM (CodeIgniter/PHP).
• Backend: PHP 7.4+ (or matching Perfex version) with new tables for tasks, dependencies, calendars.
• Frontend: HTML5, CSS3, JavaScript (with Kanban library such as jQuery UI or pure JS), date-picker/calendar scripts.
• Database: MySQL/MariaDB; uses foreign keys linking to Perfex CRM’s client/lead/project tables.
• Security: Role-based access control integrated with Perfex user model; CSRF, XSS protections applied.

🧩 Installation Guide

1. Backup your current Perfex CRM files &- database.
2. Upload the module folder to /modules/Advanced_ToDo (or as per vendor instructions).
3. Activate the module: In Perfex admin → Setup → Modules → Enable “Advanced To-Do Manager”.
4. Configure settings: Navigate to module settings; define default priorities, statuses, reminder intervals, calendar defaults.
5. Permissions: Assign access rights for staff roles: e.g., create tasks, view all tasks, only tasks for own clients/projects.
6. Test workflows: Create sample tasks, subtasks, set dependencies, assign staff, link to a project and move to calendar view; verify email/notification triggers.
7. Deploy: Start using tasks in daily operations; train staff to use calendar and Kanban board views to manage workload.

📦 Deliverables

• Module source code compatible with Perfex CRM.
• Documentation: installation, setup, configuration, user guide (Staff & Admin).
• Demo data: sample tasks, templates for recurring tasks.
• Updates/bug-fix policy (depending on vendor listing).

📱 Supported Platforms

• Web / Browser: Compatible with Chrome, Firefox, Edge, Safari and mobile browsers.
• Server: Linux/Windows hosting running Perfex CRM (PHP 7.4+, MySQL/MariaDB), same environment as your CRM.

🧠 Notes

• License: Check vendor page—often sold under a commercial licence; verify reuse rights, domain count and update policy.
• Customization tips:
  • Add custom statuses or priority colours via language/setting files.
  • Create template tasks for recurring workflows (e.g., monthly invoice review).
  • Integrate with your notification channels (Slack, MS Teams) by hooking on task status events.
• Performance & Data Volume: For organisations with many tasks, ensure database indexing on task tables and consider archiving older tasks to maintain performance.

👨‍💻 Original Developer Credit

Please credit the original module developer (as listed in marketplace or vendor page) and refer to their update/bug-fix policy before installing.

🔒 Disclaimer

This is a third-party extension for Perfex CRM. We are not affiliated with Perfex or the module author. Always test modules in a staging environment, maintain backups and verify compatibility with your CRM version. The vendor/distributor is not responsible for any data loss or operational disruptions caused by module use or conflicts.