Collaboration

Team communication, activity feed, timesheet approvals, centralized files, and notifications.

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Team Communication Hub

• Location – Project Roadmap → [Project] → Team Communication Hub (or from toolbar)
• URL – projectroadmap/communication_hub/{project_id}

Create a Discussion

1. Enter Subject
2. Enter Content
3. Optionally attach files
4. Submit

Add Comments

• Reply to discussions with comments
• @Mentions – Type @ followed by a staff name to mention them (sends notification)
• File attachments – Attach files to comments

@Mentions

• Type @ and start typing a staff name
• Select from the dropdown
• Mentioned staff receive a notification with a link to the comment

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Activity Feed

• Location – Project Roadmap → [Project] → Activity Feed (toolbar)
• URL – projectroadmap/activity_feed/{project_id}

Automatic Activities

Event	Activity Logged
Task added	"task_created"
Task updated	"task_updated"
Project added	"project_created"
Project updated	"project_updated"

Manual Activity

• Click Add Activity to log a custom event
• Enter description and save

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Timesheet Approvals

• Location – Project Roadmap → Timesheet Approvals

How It Works

• When staff start a task timer, a timesheet approval record is created (pending)
• Approve or reject from the Timesheet Approvals page

Actions

Action	Description
Approve	Mark time as approved
Reject	Reject with optional note
Sync	Populate from tbltaskstimers (adds any missing records)

Filters

• Filter by status: Pending, Approved, Rejected

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Centralized File Storage

• Location – Project Roadmap → Centralized File Storage
• Purpose – View all project files in one place across all projects

Features

Feature	Description
List view	All files with project, name, upload date
Download	Click to download
View versions	See file version history

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File Versioning

• Automatic – Versions are recorded when files are uploaded (via after_project_file_added hook)
• View history – Click "View versions" in Centralized File Storage or project files
• URL – projectroadmap/file_versions/{project_id}/{file_id}

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Real-Time Notifications

• Location – Project Roadmap → Notification Settings
• Purpose – Per-user preferences for what to be notified about

Notification Types

Type	Description
Task assigned	When you're assigned to a task
Task deadline approaching	When a task due date is near
Project updates	When project is updated
Milestone completed	When a milestone is completed

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Email Digest

• Location – Project Roadmap → Email Digest
• Purpose – Daily or weekly project summary emails

Configuration

• Enable/disable – Toggle digest on or off
• Frequency – Daily or weekly
• Cron – Add projectroadmap/cron_email_digest to your server cron for automated sending

Cron Setup

Add to your server crontab (example – daily at 8 AM):

0 8 * * * php /path/to/perfex/index.php projectroadmap cron_email_digest