📌 Overview

This module enhances the default task management system in Perfex CRM by enabling users to
save frequently accessed tasks as bookmarks. Bookmarked tasks appear in a dedicated list,
reducing search time and improving responsiveness during active project cycles.

✨ Key Features

• Task Bookmarking — Mark essential tasks for instant access.
• Bookmark List View — View all saved tasks in a consolidated sidebar or menu.
• One-Click Toggle — Easily add or remove a bookmark from any task.
• User-Specific Bookmarks — Each team member manages their own essential tasks.
• Improved Productivity — Focus on what matters without searching or filtering.
• Seamless Integration — Follows Perfex CRM UI/UX structure for a native feel.

⚙️ Compatibility & Requirements

• Platform: Perfex CRM (installed & activated)
• Version Support: Latest stable Perfex CRM releases
• Installation: Standard module activation through Perfex CRM modules page

No core modifications needed — safe for future CRM updates.

🧩 Installation & Setup

1. Upload module ZIP through the Perfex CRM modules interface.
2. Activate the module from the admin area.
3. Assign permissions to staff (if necessary).
4. Start bookmarking key tasks from the tasks screen.

📦 Deliverables

• Bookmarks for Tasks Perfex CRM add-on
• Documentation for installation & usage

🎯 Best For

• Project managers and team leads
• Sales & support teams juggling multiple tasks
• Any Perfex user managing high-volume workloads

👨‍💻 Developer Credit

All development rights belong to the original creator.
Visit the official product page for support, updates, and licensing terms.

🔒 Disclaimer

This is a software functionality description for catalog purposes only.
All trademarks and product names remain the property of their respective owners.