Bookmarks for Tasks – Perfex CRM module to organize your tasks

4 months ago 77

Bookmarks for Tasks – Perfex CRM module to organize your tasks

Bookmarks for Tasks - Perfex CRM module to organize your tasks in bookmarks

January 2, 2024

The Bookmarks Tasks module developed for Perfex CRM allows you to organize your tasks into bookmark lists for easy grouping, searching, and prioritization. By clicking on it, you'll be directed to the Tasks Bookmark creation page where you can create a new bookmark. To create your first bookmark, simply add a name, an icon, and a color. Each bookmark you create will be listed next to each task in a new column, making it easy to assign a task to it. Additionally, you can pin this bookmark to the Dashboard, making all its items visible on the main screen.

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