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Task Bookmarks for Perfex CRM

Task Bookmarks helps you organize and categorize tasks in Perfex CRM using colored bookmarks. Assign bookmarks to tasks for quick visual identification, pin bookmarks to your dashboard for at-a-glance summaries, and sort tasks by bookmark categories to streamline your workflow.

Key Featuresโ€‹

FeatureDescription
Custom BookmarksCreate bookmarks with custom names, icons, and colors
Task CategorizationAssign bookmarks to tasks for quick visual identification
Sorting by BookmarkSort and group tasks by their assigned bookmark category
Dashboard WidgetPin bookmarks to your dashboard for quick access and task summaries
tip

Task Bookmarks is a lightweight module that adds a visual organization layer on top of your existing task management workflow. It does not change how tasks work โ€” it simply makes them easier to categorize and find.

Requirementsโ€‹

Before installing Task Bookmarks, ensure your environment meets the following requirements:

  • Perfex CRM installed and running
  • Admin access to your Perfex CRM installation
  • PHP version as required by your Perfex CRM version

Installation & Activationโ€‹

Follow these steps to install and activate the module:

  1. Download the module files from your purchase's Downloads section.
  2. Extract the downloaded archive and locate the upload.zip file inside.
  3. Log in to your Perfex CRM as an administrator.
  4. Navigate to Setup โ†’ Modules in the admin sidebar.
  5. Click the Upload button and select the upload.zip file.
  6. Press Install to complete the module installation.
  7. Click Activate to enable the module.
Important

Do not rename or extract the upload.zip file before uploading โ€” Perfex CRM expects the original zip archive for module installation.

After Installationโ€‹

Once activated, a new menu item will appear in your Perfex CRM admin area. From there you can create bookmarks and start assigning them to tasks. See the Usage Guide for detailed instructions on creating bookmarks, assigning them to tasks, and using the dashboard widget.

info

Task Bookmarks works alongside your existing task management setup. You can start using bookmarks immediately without changing your current task workflow.

Supportโ€‹

If you encounter any issues during installation or have questions about Task Bookmarks, please visit the Themesic Support Portal to open a support ticket.