Custom Task Filters Module for Perfex CRM 1.1.2

Version
1.1.2
Updated
Sep 19, 2022
Status
Developer
Codecanyon
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Custom Task Filters Module for Perfex CRM 1.1.2
Custom Task Filters Module for Perfex CRM lets you create and save personalized task filters as templates for quick reuse. This WordPress plugin streamlines task management, saving you time and boosting productivity by organizing workflows exactly how you need. Its intuitive templates and seamless Perfex integration make adopting powerful filters effortless.
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Description

The Custom Task Filters Module for Perfex CRM is a WordPress plugin designed to streamline task management inside Perfex CRM workflows. Instead of rebuilding the same task views repeatedly, you can create personalized task filters, save them as named templates, and reuse them later. This helps you organize tasks the way you work, reducing time spent on repetitive setup. With seamless Perfex integration, adopting tailored filters becomes straightforward for teams already using Perfex in WordPress-based environments.

Main Features

  • Create custom task filters — Define your preferred task view settings for more focused task management.
  • Save filters as templates — Store each filter under a chosen name for quick identification.
  • Reusable filter presets — Apply saved templates in the future without recreating them from scratch.
  • Fast workflow switching — Move between different task views to match current priorities.
  • Perfex CRM integration — Designed to work directly with tasks in your existing Perfex setup.
  • Template-based reuse — Standardize how tasks are filtered across repeat processes and recurring reviews.
  • Cleaner organization — Keep task lists structured according to your chosen criteria.

Benefits

  • More time saved — Reuse saved templates instead of rebuilding the same filters repeatedly.
  • Better productivity — Spend less effort on setup and more time acting on tasks.
  • Improved task clarity — View tasks in a consistent way that matches your working style.
  • Consistent workflows — Maintain standardized filter setups for repeatable processes.
  • Smoother UX — Reduce friction when moving between different task perspectives.

Who is it suitable for?

  • Perfex CRM users who manage many tasks daily
  • Small teams coordinating recurring work and follow-ups
  • Agencies running multiple client workflows in Perfex
  • Operations and support staff who need consistent task views
  • WordPress site owners integrating CRM processes through Perfex