Task Bookmarks - Smart Task Organization Module for Perfex CRM

Advanced Task Bookmarks for Perfex

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:

and of course, sort all tasks by Bookmark:

Documentation & Support

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it. Our support team is always around to help. Feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Version 1.0