📄️ 📥 Installation
Requirements, installation steps, and update instructions for the Project Roadmap module.
📄️ 📝 Introduction
Overview of the Project Roadmap module for Perfex CRM – Gantt charts, Kanban boards, sprints, AI suggestions, and more.
📄️ 📋 Menu Guide
Complete reference for every submenu item under Project Roadmap – what it does, configuration needed, and links to full docs.
📄️ 📊 Dashboard & Views
List, Gantt, Kanban, and Calendar views for managing projects in the Project Roadmap module.
🗃️ ✅ Task Management
2 items
🗃️ 💰 Budget & Reporting
2 items
🗃️ 🤝 Collaboration
2 items
📄️ ⚙️ Settings
Custom fields, AI suggestion settings, notifications, branded portal, automated workflows, and role-based permissions.
📄️ Support
Get help with the Project Roadmap module.