Search Knowledge Base Articles

Linking Task to Features

Tasks BuildX


Task can be linked to any important features in Perfex CRM to keep track of your work and assign important actions to your agents.

Go to Tasks menu item from the main admin menu and on the top right button click New Task

Linking task to featuresOn the Related to field select where this task will be linked.

After you select the feature where the task will be linked on the right side a dropdown will be shown to select specific eq. project.

Tasks can be related to many features in Perfex CRM.

Did you find this article useful?

Related Articles

  • Add New Task Status

    Tasks BuildX NOTE: This feature is available starting from version 1.6.2 By default Perfex CRM...

  • Recurring Tasks

    Tasks BuildX Recurring tasks is a feature that allows you to create tasks that will repeat on ...

  • Create New Task

    Tasks BuildX In order to create a new task, from the main menu navigate to Tasks and...

  • Task Timesheets

    Tasks BuildX Task timesheets is all started timers for specific task, timesheets are stored se...

  • Bill Tasks

    Tasks BuildX 1. To invoice non-project tasks when creating invoice there is dropdown...