This is a module for Perfex CRM Project templates modules allows you to create templates for your regular projects instead of filling all data everytime and create project from template. Perfex CRM is a popular open-source customer relationship management (CRM) system designed to help businesses manage their client relationships, projects, and various business processes. Creating effective project templates in Perfex CRM can streamline your project management tasks and improve efficiency. Here’s a guide to setting up project in Perfex CRM:

1. Understanding Project 

Project in Perfex CRM allow you to standardize project setups, ensuring consistency across similar projects. can include predefined tasks, milestones, and project settings that can be reused to quickly start new projects.

2. Creating a New Project Template

1. Log In to Perfex CRM: Start by logging into your Perfex CRM account with administrative privileges.
2. Navigate to the Projects Module:
   • Go to the main menu and select the "Projects" module.
3. Access Templates:
   • Look for an option like "" or "Project." This may be under a dropdown menu or a specific section within the Projects module.
4. Add New Template:
   • Click on the button to add a new template. This may be labeled as “Create Template” or “Add Template.”
5. Define Template Details:
   • Enter a name for your template.
   • Provide a description to clarify the purpose of this template.
6. Set Up Template Components:
   • Tasks: Define common tasks that are part of this template. You can set task names, descriptions, deadlines, and assign them to specific team members.
   • Milestones: Create milestones to track key points in the project. Define the milestones’ names, descriptions, and deadlines.
   • Project Settings: Set up default project settings such as budget, priority, and visibility options.
   • Files: Attach any files that are relevant to this template, like standard operating procedures or project guidelines.
7. Save the Template:
   • Review the details and click “Save” or “Create” to finalize your new project template.

Features

• Create template for project
• Add milestone, files and notes to template
• Add projects in project template (If project template module is installed and enabled)
• Staff permissions for access restriction to module

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(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.