Task Management
The Project Roadmap module extends Perfex CRM tasks with dependencies, subtasks, progress indicators, bookmarks, templates, and custom fields.
Task Progress Indicatorsโ
Each task in the List View shows a colored progress badge next to the task name.
| Progress | Display | Color |
|---|---|---|
| 0% | 0% | Gray (not started) |
| 1โ99% | 25%, 75%, etc. | Blue (in progress) |
| 100% | 100% | Green (complete) |
The color reflects the task status for quick visual feedback. Progress is based on the task's percent_complete field in Perfex.
Task Dependenciesโ
Define which tasks must complete before others can start. Dependencies use finish-to-start logic.
Add a Dependency (Gantt View)โ
- Open the project's Gantt view
- Click Manage Dependencies
- Select the task that has the dependency (the dependent task)
- Choose the task it depends on (the predecessor)
- Click Add Dependency
Remove a Dependencyโ
- In the Manage Dependencies modal, click Remove next to the dependency in the list
Where Dependencies Appearโ
- Gantt chart โ Dependency lines between tasks
- Critical Path Analysis โ Dashboard section when dependencies exist (shows tasks in the chain that affect project end date)
Subtasks (Parent-Child)โ
Link tasks in a hierarchy. A parent task can have multiple child tasks.
Add a Subtask (Gantt View)โ
- Open the project's Gantt view
- Click Manage Subtasks
- Select the parent task
- Choose the task to add as a child
- Click Add Subtask
Remove a Subtaskโ
- In the Manage Subtasks modal, click Remove Subtask next to the child in the list
Task Bookmarksโ
Quick access to tasks you're following.
| Action | How |
|---|---|
| Add bookmark | Click the star icon next to a task in the task table |
| View bookmarks | Project Roadmap โ Task Bookmarks |
| Remove bookmark | Click the star again (or from Task Bookmarks page) |
Task Templatesโ
Reusable task structures for common workflows.
Create a Templateโ
- Go to Project Roadmap โ Task Templates
- Click Add Template
- Enter name, description, and task data (name, description, estimated hours, etc.)
- Save
Use a Templateโ
- Go to Project Roadmap โ Task Templates
- Select a template and a project
- Click Use Template
- Tasks are created in the project based on the template
Task Custom Fieldsโ
Store extra data per task (text, select, date, number).
Define Custom Fields (Admin)โ
- Go to Project Roadmap โ Custom Fields
- Add a field with type: text, textarea, select, number, date
- Set as project or task field
- Set required, display order, active/inactive
Edit Task Custom Fieldsโ
- In the project dashboard Tasks table, click the pencil icon in the Custom Fields column
- A modal opens with all task custom fields for that task
- Edit and save
Project Custom Fieldsโ
Project-level custom fields are displayed in the Overview section of the project dashboard. Define them in Project Roadmap โ Custom Fields (admin) and set type to "project".