Task Bookmarks – Smart Task Organization Module for Perfex CRM

Our module helps you categorize your tasks in Bookmark lists, so they can be easily grouped/searched and prioritized.

Here’s how it works:

Once module is activated, a new menu item will appear at the right column of your Perfex admin area, named TASK BOOKMARKS

Clicking on it, will lead on Tasks Bookmark creation page, where you will be able to create a new bookmark:

Create your first bookmark, by adding a name, an icon and a color for it
Every bookmark that you create will be listed near every task, in a new column, so you can easily append a task to it

You will also be able to pin this bookmark onto Dashboard, so all of its items are visible in the main screen