36 comments found.
Dear Halilaltndg,
Its with great please to seek assistance in resetting my license code to be install and activate on the site i want to use your module on. I have not been able to use it since as it did not support saas, but finally decided which site to use it on: https://motlanalo-ops.online. please free and activate for that domain. thanks looking forward to experience your creativity.
Plugin: Project Task Manage For Perfex CRM Key: 62e50920-e6a6-4b0e-b070-e1d135c37e03
Kind Regards Bruno
Hi Bruno,
You can install the module without any problem — it won’t ask for a license key during setup.
As far as I know, it also works with SaaS modules. Thanks for your feedback! I’ll check this again with another client using SaaS.
Thank you
There is a section of milestones while creating task groups but I dont see any report or view to see the filtered view of projects as per milestone they are in…. How that feature works?
When creating a task group, you can create milestones and assign tasks to them. While saving a task, you will see the defined milestones. Later, when you assign this task group to a project, the milestones will also be created in the project together with the tasks
Ok thank you for quick reply… Is there a view where i can see all projects based on a milestone they are in. Like for example if there is a milestone of Design Phase then can i see how many projects are currently in Design Phase milestone.
This is not available in the current version. But it is a very good idea for improvement, and I will add this feature in my next update
Thank you…. Will be waiting for the update.
Hi, any plans for new updates in upcoming time?
This is a pre-sale question. Do you support dependent dropdowns? e.g. There are two categories, commercial and residential, for project type. Based on the option, related entries are populated for every subsequent task that would be created. Multiple dropdowns with dependent and chained data. One dropdown based on the type of data of its parent dropdown. Thanks & Regards.
When defining a project, all task groups are listed in a single dropdown menu. The system does not create multiple dependent dropdowns or chained dropdown menus based on the selected option. However, if you have predefined task groups for your projects, you can set them up in advance and assign multiple task groups to a project. These task groups work independently from each other.
Best regards, Halil
Hi, I have found one or more bugs. I have defined projects and tasks before i buy your extension. Now when I go to the old project and click on the [TASKS] menu it will freeze (load endless). When I click in the main menu on [TASKS] it also freeze.
When you habe a defined Project and change some settings in this project, you get always the wait symbol (3 blinking boxes). If you define a second Task Group, you get at [TASKS] only the wait,.... nothing goes.
Hello,
First of all, thank you for your feedback.
There are many customers actively using this module, including some of my long-term clients, and none of them have encountered the issues you mentioned.
It’s possible that the installation wasn’t completed properly, or there may be a conflict with another module currently in use on your system.
If you’d like, I can connect to your system and check the log files. Could you please contact me via halilyazilim1@gmail.com
I’d be happy to help.
Thank you, and best regards,
Halil
Hello,
Wanted to ask you if we could somehow define the hourly rate of the task while creating a tasks group.
Currently that field is not shown while creating:
https://imgur.com/a/4LsBk8m
But after the task is created, we can go and edit that field:
https://imgur.com/a/kDNrgLJ
Thank you in advance.
Cheers
Hello,
Currently, this feature is not available in the existing version. However, I plan to add it in a future update.
Thank you for your interest!
Thank you for your reply. Is there an agenda or timeline of when that would be?
A reply has been sent via email.
Hi There,
It is a great plugin, however, we are experiencing a few issues. I was hoping you could point us in the right direction to resolve these.
1. When adding a project with a task group we get a 500 error and only 1 of the tasks is automatically added to the project, if we refresh the page the project has been added successfully.
2. When on the tasks tab within the project screen, we cannot live/ajax update the task status’s the console show the following error: Failed to load resource: the server responded with a status of 500 () | /admin/tasks/mark_as/3/27917?single_task=false&csrf_token_name=a49cf48ab591bccf89d1c097645ec3a9
We are running the latest version of perfex v3.2.1
Any help would be greatly appreciated.
Many Thanks
Hi There,
Thank you for reaching out. To investigate the issue further, I need to check the error log messages.
Could you please send them to me at halilyazilim1@gmail.com? I’ll review them and get back to you as soon as possible.
Best regards, Halil
Hi Halil,
Of course, i will ping them over to you soon.
Regards Kris
Hi Kris,
Thank you! I’ll be waiting for your updates. You can always reach me at halilyazilim1@gmail.com if you need anything.
Best regards, Halil
Hello Halil, good morning. Would it be possible to enable custom fields for assigned project templates? For example, in the “Website” template, I would like a specific field called “IP” to appear.
This field would only be visible for that type of project.
Good morning,
Thank you for your message. My module is primarily designed to work with tasks within projects, rather than projects themselves. Custom fields defined for tasks are displayed in the task descriptions.
However, custom fields defined for projects need to be updated manually when creating a project.
If I understand your request correctly, you would like a specific project custom field’s value to change automatically when certain tasks are reached. Is that correct?
Looking forward to your reply. Thank you!
Hello Halil, actually, your module allows creating project templates and configuring automated tasks. Would it be possible to enable custom fields for assigned project templates? For example, in the ‘Website’ template, I would like a specific field called ‘IP’ to appear.
Hello
I have been trying to install this module on my Perfex installation (latest version) and I am getting the error “Unknown Status(0)” when I try to install the zip file.
Have you encountered this before, and can you advise me what I should do.
Thanks
Hello,
This is the first time I have encountered such an issue. Could you please confirm that you are uploading the correct file, task_manage.zip, to your Perfex installation?
If the issue persists, feel free to contact me at halilyazilim1@gmail.com, and I’d be happy to assist you.
Best regards,
The zip file is called “codecanyon-Cuc0uQqu-project-task-manage-for-perfex-crm.zip”
I have tried to upload it via the “Upload Module” feature on the Modules page in perfex.
yes that’s it. it should load without errors.
If the problem persists, please contact me via email.
Hello – just installed this but I am confused… 1. The Projects area in your module – that is now completely different projects from the default Projects that Perfex already has? IF no, well then there is a problem because my existing projects do not show in your module’s Project area.
2. So I added a Checklist Template, but there is no place to go edit the checklist to actually add checklist items to it…?
3. There seems to be a bug on when you create a new checklist the page refreshed and removed all task information I had already entered – yet the checklist was just a popup so everything shouldn’t have refreshed and cleared out all details already entered in task section…just FYI
Please assist ASAP – I am a little concerned that you haven’t responded to other comments in 2 months… did I make a mistake purchasing this?
Hello
Thank you for your interest in my module.
For your first question: The projects are the same. However, only the ones where a task group was selected during project creation are included in this list.
For your second question: The checklist section refers to the checklists used in Perfex CRM’s task module. I will check if there is an option to edit them. If not, I will work on adding one.
For your third question: I will also check the process for adding a new checklist. If there’s an issue as you mentioned, I will make the necessary adjustments.
Thank you again! If there’s anything else I can assist you with, please don’t hesitate to reach out.
I have updated your question 3. Can you check it?
Hello!
1. Issue with task visibility for the client: I’ve noticed that when creating a new task from the projects section, there’s no option to mark it as visible to the client. Reference image: [Access here] https://ibb.co/gt1pfCd
2. Templates from support tickets: Do you have any code snippet that allows creating or assigning a project template (task group) directly from a support ticket? This would be helpful in the support ticket menu area, specifically in the red box indicated in the attached image. Reference image: [Access here] https://ibb.co/nQN0GLg
3. Automation for delayed projects: Is there a feature or possibility to implement a rule that automatically marks a project as delayed when any of its tasks is overdue? This could optimize project management and enhance the module’s functionality.
I truly appreciate your guidance!
Is checklist template part of this plugin?
This module includes the feature of defining task checklists. The checklist structure for leads is available in a different module.
checklist module for leads https://codecanyon.net/item/lead-checklist-module-for-perfex-crm/53668621I’m asking “Insert checklist template” visible on first screen on this product.
Yes, this checklist is related to this module. When creating a task, the checklists to be saved with the task are defined.
You can reach me at halilyazilim1@gmail.com.
Hi Halil, good day. How do I add a button or section in the support ticket management area to create and assign a project template from there?
I’m attaching a video to show you the exact place I’m referring to.
https://drive.google.com/file/d/13AYlnEQEqAMazNH59AkAAHHvBjgLmt7Q/view?usp=sharingDo you have use documentation for this plugin?
I dont fully understand how to use this
Hello!
Currently, only a simple documentation is available for this module, but I’m updating and expanding it with more detailed information whenever possible. You can access the basic instructions here: https://demo1.suitedigital.net/documentation/task-manage/preview.phpIf you have any questions, feel free to reach out via email. I’d be happy to assist you!
Best regards,
Halil
halilyazilim1@gmail.comHello, I’m using your Project Task Manage For Perfex CRM. But I have some issues. When I create a task group with all the needed milestones and tasks and try to use them in projects, everything works fine, but in all tasks there is an unmarked possibility to see tasks for customer and i need to go through all the tasks and mark the possibility to see tasks for customer which need a lot of time. Is it possible to mark the possibility to see all the tasks by customer by default when I’m creating task group? Thank you!
Hello
Thank you for your suggestion! I’ll add this as an option and let you know once it’s implemented.
Hello,
Public, billable and visible to customer options have been added to the task definition screen.
Can you download the current version from codecanyon and check it?
This is exactly what I need but for my leads, is there a way to assign a project task to leads?
Projects are solely related to customers. Currently, there is no feature in Perfex CRM to associate a project with leads (potential customers). However, you can proceed by converting the lead into a customer.
If you need something more like process tracking rather than a task for leads, you can also check out my “Lead Checklist Module.”
Can tasks be organized like drag and drop or the number be changed for tasks?
Hello,
Thank you for your interest in my module.
There is no drag-and-drop functionality for tasks. However, you can change the task statuses using the dropdown menu in the Kanban view.
The Kanban view is used for project tracking. It is particularly useful in phased projects (such as production) to monitor which stage the project is in and to track the remaining tasks at each stage.
Thank you
Hello, good morning. Is it possible to integrate or transfer data from this module using the Perfex REST API?
Hello, good morning
I checked the Rest API version 2.0.2.
You can get the project group information in the project table using the Rest API. but unfortunately you cannot save the project group when creating a new project. The Rest API must be edited.
Any update coming soon ? Also tasks are not showing up on client panel in demo.
Hello, Thank you for your interest in my module.
Yes, I will be adding new features. The contact might not have the necessary permissions. Have you checked their permissions? Because I am using Perfex CRM’s task structure.
Additionally, you can share your feedback and suggestions with me at halilyazilim1@gmail.com.
Thank you.
The plugin has a project view, but it doesn’t allow me to see the projects I already have in the system. In the pipeline view it does not show them either, but in the Kanban view it does load all the projects that it had already created during the year.
is it working well or is it not showing the information??
Hello,
In the project section of my module, I only show projects with a task group assigned to them. This is a restriction I made on purpose. If you want, I can connect this to the settings and let you see all projects.
YES, It would be better, one less view as a user and all in one place.
Is there a way that you can tell me how I can do this?
Hello, good day. Do you plan to add the functionality to create and assign repetitive projects? For example, when a client signs a contract with us, we manage social media and digital marketing for 6 months; the tasks and projects are always the same. This project would be repeated 6 times over the duration of the contract with the client.
Is there also an option to create and assign tasks to the client on a one-time or recurring basis?
Hello,
If everything will be the same in the repeated project, only the dates will change, yes this is possible. I will add this feature.
Thank you
The projects always have the same tasks month after month.
And would it be possible to assign tasks to customers?
Yes, that is possible. I will also add assigning tasks to the customer.
Hello good day, it would be good to be able to use this functionality
