Task Templates for Perfex CRM With Lifetime Update.

This module for Perfex CRM streamlines task creation by letting you generate templates. No more repetitive data entry – just pick a template, set a start date, and you’re good to go.

Key Features:
– Template Creation: Design task templates to save time on repetitive tasks.
– Auto Due Date Calculation: Set due dates automatically based on specified days.
– Assignees and Followers: Assign task members and add followers directly within the template.
– Custom Fields: Include custom fields to tailor templates to your needs.
– Checklist Integration: Select checklist templates to include in tasks for thorough planning.
– Staff Permissions: Control module access with staff permissions.

In essence, it simplifies task management by allowing you to create reusable templates with pre-filled information, saving you time and effort.