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Discussion on Project Task Manage For Perfex CRM

Discussion on Project Task Manage For Perfex CRM

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halilaltndg supports this item

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36 comments found.

Very interested in this. I will purchase. This automates things really well. What would be a killer option for my use case would be having a recurring project feature.

Example: Every month I have a billed project for my customer. It is the same each month with a few detail changes. When that project is completed and invoiced, it would be amazing to have the project open again in the following month automatically.

Yes, I will work on it when I am available.

What makes me think is that the project is repeated with changes rather than assigning tasks to the customer. Because tasks, milestones and checklist names are fixed in the task group.

I will purchase and install your tool at the end of this month. Once I have done that we can work privately on this, rather than in this forum. Happy to assist where i can.

Thank you.

You can always reach me via my e-mail address.

You can write me your desired customization/development requests in detail from there.

Hii.

I am very interested to purchase your add-on to enhance our current Project Management Module. I have few things that I would like to clarify first.

1. Can your add-on automate the date changing according the delay for each task?
  • Example: My company have 20 task in this specific project and now, they are having a delay on 10th task. If that happen, other task date also will be push forward after the delayed end date task. All changes should be reflected in gantt chart. Can the add-on fulfill this requirement?
2. Project Report – Planned vs Actual Report
  • We need to have the report of Planned vs Actual Report for the project. On project summary, it has already stated the planning date when creating task. Then when user trigger (by changing status to ‘in progress’), the actual start date will be appear in project summary following the planning duration. How can we implement this enhancement ya?

If you guys can further enhance the add-on, will there be any cost associated and how much will it be?

This is URGENT, I need to implement this ASAP as my boss wanted this to be delivered within this few weeks. Hope to get your suggestions as soon as possible.

Thank you.

Hello,

Thank you for your interest in my module.

My module fulfills your first request. A new task does not get created until the previous task is completed. The start and due dates of a task are set based on the creation date. In other words, the start date of a new task is determined by the actual completion date of the previous task.

Regarding your second request, yes, it would indeed add value to my project. I will consider it. You can reach me at halilyazilim1@gmail.com.

Thank you.

Hii,

I would like to clarify on this issue:

1. I do not want the system to create a new task(s). Instead, I need the system to change the START DATE AND END DATE of the subsequent tasks based on any delays that may occurred during the project.

Attached is video for your reference : https://jam.dev/c/29dbbb92-c991-4a6d-9182-ac47a1e30413

2. For the second request, hope we can set a meeting session preferably this week. I’ll drop you an email later today.

Thank you.

It seems to be a good module. 1) how the code will recognize that, Task is 0% or 50% complete. 2) how employee in this group/task can add their project circumtances. that the task is being completed. or in-progress.

Thank you for your interest in my module.

If there are multiple tasks in projects, it is an excellent module to manage them. It is really useful for projects that have specific and sequential steps, such as production.

I calculate the completion rate of the project according to the number of tasks in the project. I have added fields from the tasks that will affect the project status. This way, when a task is created or completed, you can change the project status and automatically move it to the next stage.

Tasks are processed in the order they are created within the project. This prevents unnecessary records from being created in project tasks and task lists.

Thank you

Hi,

My name is Jesús, i am an worker of a IT company. We bought your module, but we have doubts about its use, can you provide us a documentation about it?

Thank you so much in advance.

Regards,

Hi,

I am preparing the document, it is almost finished. but the language is Turkish.

I will complete it and let you know.

can you send me an e-mail

halilyazilim1@gmail.com

Thank you

Best regards

Halil

Hi! I just purchased this module. I noticed that the Task Group Pipeline feature needs to be fixed. It just redirects me to a 500 error. Can you please help? Thank you!

Hello,

I replied to your email

Thank you. I sent you the credentials via email.

Hi, Your module works fine, Just that one doubt to be clarified, It is not pushing any notifications to the the Task Member or Task assigned to. Can it be rectified or updated in further updates. Sending out Emails and Pushing desktop notifications will be very helpful.

Hello,

Thank you for your interest in my module. Yes, this is a really must-have feature. I will check it and add it to my module as soon as possible.

Thank you.

Kind regards

You can create rules by types of tasks and processes, example:

1 – Production tasks are different from administrative tasks.

2 – Accounting tasks are different from marketing tasks

How can we classify what automation process would be in this case for each area of the company?

Thank you for your feedback. I appreciate it and it will definitely help me improve my module. I strive to make my module adaptable to any kind of automation and I will continue to enhance this feature as much as possible.

If you have any further suggestions or requests regarding the module, please feel free to let me know. You can email me at halilyazilim1@gmail.com for more detailed discussion.

Thanks again.

Hello,

You can create different task groups for two different methods. and assign these task groups to different projects.

In this way, two different projects will proceed according to two different task groups.

Thank you.

hi i like your module but dont have the time/patience to set up my automated client/employee onboarding i want an 8 step process can i hire you to quickly set my workflow up since your familliar with things my skype is majimaj1 <<

Hello,

I’m glad you liked my module.

Unfortunately, I haven’t used Skype for a long time.

Can you send me an email to halilyazilim1@gmail.com

Just want to clear by query – Does this have to create new different and new project ? or can it be accessed from regular project as well.

Hello,

You don’t need to create a new project. You can also add to your old projects. You can see the task group field on the project add / edit screen.

There is no documentation in this item. Please send me the documentation or where i can find it.

Hello,

Thank you for your feedback. I tried to enhance the understanding of module usage by adding screenshots to the module descriptions. However, I appreciate your valuable input. I will create and update the documentation promptly. Providing any assistance you may need is important to me. Best regards

Kindly create a courier management add on for this becouse there is no proper courier management system available on codecanyon

Hello ! Im interested in buying, but i have one question : is it possible to assign new task created by your module to the owner of the project automatically ? Because right now it seems that we must assign task to a fix person i the manage task tab, and it will be very nice to make the auto assignement to the owners of the projects automatically ! Let me know please ! See you !

Hello! Thank you for your kind words. I’m confident that the module will be beneficial for you and your team. If you have any questions or need further assistance during the trial or after the purchase, feel free to reach out.

Enjoy using the module, and thank you for choosing it!

Hello ! Im using it and this module is very nice ! The only thing i may would like to improve must be the Checklist add. That delete all the task details for each new checklist and its not very easy to manage cheklist inside that.. I think it can be very better to have the same frontend that classical task for checklist ! Thank you !

Thank you for your feedback. I will edit the checklist addition and update the version. Thank you again.

Hi, we are interested in purchasing. The previous commenters feature is needed for us as well. Do not wait for sales because people are waiting to buy this waiting on you to add the improved features. The longer you release the easier people can forget. How many weeks from now you can add the improvement the previous commenter mentioned? Also, Add a roadmap to the page please. thanks

Thank you for your feedback! I’m glad to hear that you are interested in the project task management module. I will definitely take it into consideration.

I uploaded new version.

A dependency was created between the tasks. The tasks in the next group will not created until the tasks in a group are completed.

Hello! Also interested in what the user fmlisboajr asked, “ is possible have dependencies tasks in between 1 or more projects?” And also, I’m interested to test dependencies between tasks but in your demo I don’t see any additional fields when creating a task, in order to assign that task to another task already created. In the end in order to start working on task 2, task 1 needs to be completed first. That’s what I need to accomplish. And also, maybe task 3, 4, and so on, should also have the same dependency. Eg: In order to work on Task 7, task 1, 2 and 3 should be completed. Task 4, 5, 6, should only be dependent on the completion of task 2. This is just an example of a scenario during thw work on a web website for a customer.

Thank you!

I’ll keep an eye on this project / product. Interested. GLWS!

Thank you

I uploaded new version.

A dependency was created between the tasks. The tasks in the next group will not created until the tasks in a group are completed.

is possible have dependencies tasks in between 1 or more projects?

Dependency exists among tasks within the project. You can add multiple task groups independent of each other to the same project. However, currently, it is not possible to establish dependencies across different projects

Congratulations! Nice Work, GLWS :)

Thank you :)

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