How can I contact support?

There’s a problem: tasks aren’t being added when I take the project from the template, and I’m getting a 500 error.

presales … i was thinking about buying but the demo didnt work .. site down is everything ok i see the same person below me say the same thing .. but no reply

cant seem to be able to access the demo

hi, we cant testing, pls check …

https://prnt.sc/Bl9aBLqbZMpD

Hello

I have a problem figuring out something. I checked it also directly on your demo site to be sure that my settings or codes are not the problem, but even on your demo site the same issue exist.
Maybe is not an issue, rather a setting.
So here it is:

I added project template that contains tasks:
https://imgur.com/a/l1C4qZr

Some of the teaks within the project template are non-billable /> https://imgur.com/a/leAIf17

But no matter what I check on these checkboxes, when creating a project from template, all the tasks show up with all 3 checkboxes checked:
https://imgur.com/a/8Tv1IMh

Is there a way to make sure some tasks are non-billable and non-public?

Thank you in advance.
Cheers

Hi, we are interested in purchasing but we see there has been no update since September of last year and no response to last two comments. This is concerning. Have you abandoned this module? If no, Will the next improvement update be released within the next 30 days? thanks!

Feature Request – Task Flow Management for Project Templates

Introduction

First of all, congratulations on the Project Templates plugin! It is incredibly well-designed, intuitive, and seamlessly integrates with the core system UI. The user experience is smooth, making it an excellent tool for managing project structures.

However, many users are looking for a more dynamic way to manage tasks by stages or phases instead of seeing all tasks at once. There is another plugin, Project Task Manage, that offers staged task creation, helping users control task flow without overwhelming them from the start. Unfortunately, its UI does not blend well with the system, making the experience less cohesive.

By adding a similar feature to Project Templates, your plugin could significantly increase sales. This enhancement would transform it from a simple template manager into a powerful workflow automation tool. Many users seek structured task flows, and this would give your plugin a competitive edge.

Requested Enhancement

We propose adding a new feature to Project Templates that allows staged task management.

• Create a new tab inside Project Templates called Flow Tasks.
• Use a Canvas View (similar to Milestones) to design a flow of tasks for each project.
• Each stage contains a set of tasks that only become active once the previous stage is completed.
• Tasks from the next stage generate automatically once all tasks in the current stage are completed.
• Inside the projects, introduce a small view listing pending tasks yet to be generated.
• Allow users to manually generate tasks from the next phase if needed.

Alternative Implementation

If creating a Canvas View is too complex, an alternative approach could be:

• Add a new field in the task creation form to select the Stage/Queue/Phase a task belongs to.
• Once a phase is completed, tasks from the next phase generate automatically.

Expected Benefits

• Transforms Project Templates from a static template tool to a full-fledged workflow automation system.
• Improves user experience by reducing the number of visible tasks at any given time.
• Prevents users from feeling overwhelmed by a long list of tasks at the project start.
• Gives project managers better control over task progression.
• Increases sales by attracting users looking for structured workflow solutions.

By implementing staged task generation, Project Templates would become the go-to solution for structured workflows, significantly boosting its market appeal.

Has this been updated to work with latest version of perfex?

Very good add-on. The demo works great. However, there are a few issues that make the add-on not very convenient to use. 1. I can’t create a project using a template from a client profile. 2. When creating a new project from a template, I can’t change the title on the fly. 3. When creating a task template, I can’t select a fixed date or date range (only time after the start of the project or after the previous task). Maybe I didn’t find all the settings or I need another add-on on top of this one. Thanks

Demosite is blocked by Bitdefender. I would have liked to see if it was possible to enter time periods for the milestones and tasks for duration and distance to the previous step. That would be important for me.

Can’t access demo – after login, just gives 419 error page – even tried on private window, same thing.

in the new version of perfex crm, i cant create task templates in the the project template. I think there is a problem with the interface… can you fix it ? thanks

Demo Not working

Demo still can’t add or see customers. Would really like to see how it all works.

No client records for testing in demo.

this feature is what i was looking for.

but nope, demo is still not working, infinite load on the demo, not working. on incognito no infinite load but error 419 page expired after login

looking forward to test it on the demo

To create task templates within a project, do we also need the task template addon?

Created a project template, but cannot create project from it as there seems to be no customers in the system, and customer is a required field. Please could you add a customer so the demo can be fully tested? Thanks

Demo still isnt working

Demo still isnt working