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Project Management
Smart Task Management Syetm
-
Workduty - Project CRM - 5 users
MOST POPULAR-
Perfex CRM 2.3.0+ (3.0+ recommended)
Platform -
7.4+ (8.0+ recommended)
PHP -
MySQL 5.7+ (8.0+ recommended)
Database -
Required for cloud sync
SSL -
512MB min (1GB recommended)
Memory -
Smart Taskboard Pro for Perfex CRM
The Ultimate Project Management & Collaboration Suite
CORE TASKBOARD FEATURES
✓ Multiple View Modes
Kanban, List, Calendar, Gantt & Dashboard views
✓ Drag & Drop
Intuitive task organization across statuses & priorities
✓ Task Dependencies
Four dependency types with relationship tracking
✓ Subtasks & Checklists
Break down work with progress tracking
✓ Parent-Child Hierarchies
Structured task trees with automatic roll-up
PROJECT MANAGEMENT
✓ Project Templates
Reusable templates with tasks, assignees & tags
✓ Milestone Tracking
Set and track milestones with visual indicators
✓ Time Tracking
Log billable hours with timesheet reports
✓ File Attachments
Attach documents with threaded comments
RFI SYSTEM
✓ RFI Console
Centralized management with real-time metrics
✓ Secure Client Portal
Branded links for client submissions
✓ Questionnaire Builder
Custom questions & document requirements
✓ Automatic Expiration
Expiry dates with notifications
✓ RFI History
Complete audit trail with tracking
CLOUD STORAGE SYNC
✓ Multi-Provider Support
SharePoint, OneDrive, Google Drive, Dropbox
✓ Automatic Sync
Cron-based with chunked uploads (10MB)
✓ Real-time Webhooks
Instant bidirectional sync on changes
✓ Live Progress Tracking
WebSocket progress bars with ETA
✓ Conflict Resolution
Version comparison with three strategies
✓ Audit Trail
Full logging of sync activities
AI-POWERED FEATURES
✓ Multi-Provider AI
OpenAI, Claude, custom providers
✓ AI Task Generation
Auto-generate tasks, checklists & subtasks
✓ AI Comment Drafting
Professional task updates & status comments
-✓ AI Summarization
Summarize threads & documentation instantly
✓ AI Rewrite & Prompts
Rewrite content & run custom prompts
✓ AI Tokenomics Dashboard
Monitor usage, tokens & costs
WORKFLOW AUTOMATION
✓ Visual Automation Builder
Create workflows - no coding required
✓ Trigger Events
Task creation, status changes, due dates
✓ Automated Actions
Notify users, add comments, send emails
✓ Conditional Logic
Sophisticated condition controls
RESOURCE PLANNING
✓ Team Availability
Real-time capacity & workload heatmaps
✓ Resource Allocation
Visual capacity indicators across projects
✓ Multi-Persona Dashboards
My Work, Team, Projects, CRM, Executive
✓ WIP & Variance Reporting
Tracking with trend analysis
✓ Cost Analytics
Admin-level tracking for profitability
✓ Real-time Metrics
Live Chart.js visualizations & KPIs
ENTERPRISE SECURITY
✓ OAuth 2.0 Authentication
Enterprise OAuth with auto refresh
✓ CSRF Protection
Built-in on all endpoints
✓ Role-Based Permissions
Granular controls for tasks & projects
✓ Webhook Signature Verification
HMAC-SHA256 validation
✓ Complete Audit Logging
Every action logged for compliance
TECHNICAL REQUIREMENTS
WHAT'S INCLUDED
✓ Core Module Files
✓ Cloud Sync Module
✓ AI Integration
✓ RFI System
✓ Automation Engine
✓ Resource Planning
✓ Analytics Dashboards
✓ Documentation
✓ Database Auto-Migration
Professional installation support & lifetime updates included.
Transform your Perfex CRM into a project management powerhouse.
Only$29.86/mo
$89.60 Setup FeeOrder Now -
Perfex CRM 2.3.0+ (3.0+ recommended)
-
Workduty - Project CRM 10 Users
MOST POPULAR-
Perfex CRM 2.3.0+ (3.0+ recommended)
Platform -
7.4+ (8.0+ recommended)
PHP -
MySQL 5.7+ (8.0+ recommended)
Database -
Required for cloud sync
SSL -
512MB min (1GB recommended)
Memory -
Smart Taskboard Pro for Perfex CRM
The Ultimate Project Management & Collaboration Suite
CORE TASKBOARD FEATURES
✓ Multiple View Modes
Kanban, List, Calendar, Gantt & Dashboard views
✓ Drag & Drop
Intuitive task organization across statuses & priorities
✓ Task Dependencies
Four dependency types with relationship tracking
✓ Subtasks & Checklists
Break down work with progress tracking
✓ Parent-Child Hierarchies
Structured task trees with automatic roll-up
PROJECT MANAGEMENT
✓ Project Templates
Reusable templates with tasks, assignees & tags
✓ Milestone Tracking
Set and track milestones with visual indicators
✓ Time Tracking
Log billable hours with timesheet reports
✓ File Attachments
Attach documents with threaded comments
RFI SYSTEM
✓ RFI Console
Centralized management with real-time metrics
✓ Secure Client Portal
Branded links for client submissions
✓ Questionnaire Builder
Custom questions & document requirements
✓ Automatic Expiration
Expiry dates with notifications
✓ RFI History
Complete audit trail with tracking
CLOUD STORAGE SYNC
✓ Multi-Provider Support
SharePoint, OneDrive, Google Drive, Dropbox
✓ Automatic Sync
Cron-based with chunked uploads (10MB)
✓ Real-time Webhooks
Instant bidirectional sync on changes
✓ Live Progress Tracking
WebSocket progress bars with ETA
✓ Conflict Resolution
Version comparison with three strategies
✓ Audit Trail
Full logging of sync activities
AI-POWERED FEATURES
✓ Multi-Provider AI
OpenAI, Claude, custom providers
✓ AI Task Generation
Auto-generate tasks, checklists & subtasks
✓ AI Comment Drafting
Professional task updates & status comments
-✓ AI Summarization
Summarize threads & documentation instantly
✓ AI Rewrite & Prompts
Rewrite content & run custom prompts
✓ AI Tokenomics Dashboard
Monitor usage, tokens & costs
WORKFLOW AUTOMATION
✓ Visual Automation Builder
Create workflows - no coding required
✓ Trigger Events
Task creation, status changes, due dates
✓ Automated Actions
Notify users, add comments, send emails
✓ Conditional Logic
Sophisticated condition controls
RESOURCE PLANNING
✓ Team Availability
Real-time capacity & workload heatmaps
✓ Resource Allocation
Visual capacity indicators across projects
✓ Multi-Persona Dashboards
My Work, Team, Projects, CRM, Executive
✓ WIP & Variance Reporting
Tracking with trend analysis
✓ Cost Analytics
Admin-level tracking for profitability
✓ Real-time Metrics
Live Chart.js visualizations & KPIs
ENTERPRISE SECURITY
✓ OAuth 2.0 Authentication
Enterprise OAuth with auto refresh
✓ CSRF Protection
Built-in on all endpoints
✓ Role-Based Permissions
Granular controls for tasks & projects
✓ Webhook Signature Verification
HMAC-SHA256 validation
✓ Complete Audit Logging
Every action logged for compliance
TECHNICAL REQUIREMENTS
WHAT'S INCLUDED
✓ Core Module Files
✓ Cloud Sync Module
✓ AI Integration
✓ RFI System
✓ Automation Engine
✓ Resource Planning
✓ Analytics Dashboards
✓ Documentation
✓ Database Auto-Migration
Professional installation support & lifetime updates included.
Transform your Perfex CRM into a project management powerhouse.
Only$59.73/mo
$89.60 Setup FeeOrder Now -
Perfex CRM 2.3.0+ (3.0+ recommended)
-
Workduty - Project CRM 25 Users
MOST POPULAR-
Perfex CRM 2.3.0+ (3.0+ recommended)
Platform -
7.4+ (8.0+ recommended)
PHP -
MySQL 5.7+ (8.0+ recommended)
Database -
Required for cloud sync
SSL -
512MB min (1GB recommended)
Memory -
Smart Taskboard Pro for Perfex CRM
The Ultimate Project Management & Collaboration Suite
CORE TASKBOARD FEATURES
✓ Multiple View Modes
Kanban, List, Calendar, Gantt & Dashboard views
✓ Drag & Drop
Intuitive task organization across statuses & priorities
✓ Task Dependencies
Four dependency types with relationship tracking
✓ Subtasks & Checklists
Break down work with progress tracking
✓ Parent-Child Hierarchies
Structured task trees with automatic roll-up
PROJECT MANAGEMENT
✓ Project Templates
Reusable templates with tasks, assignees & tags
✓ Milestone Tracking
Set and track milestones with visual indicators
✓ Time Tracking
Log billable hours with timesheet reports
✓ File Attachments
Attach documents with threaded comments
RFI SYSTEM
✓ RFI Console
Centralized management with real-time metrics
✓ Secure Client Portal
Branded links for client submissions
✓ Questionnaire Builder
Custom questions & document requirements
✓ Automatic Expiration
Expiry dates with notifications
✓ RFI History
Complete audit trail with tracking
CLOUD STORAGE SYNC
✓ Multi-Provider Support
SharePoint, OneDrive, Google Drive, Dropbox
✓ Automatic Sync
Cron-based with chunked uploads (10MB)
✓ Real-time Webhooks
Instant bidirectional sync on changes
✓ Live Progress Tracking
WebSocket progress bars with ETA
✓ Conflict Resolution
Version comparison with three strategies
✓ Audit Trail
Full logging of sync activities
AI-POWERED FEATURES
✓ Multi-Provider AI
OpenAI, Claude, custom providers
✓ AI Task Generation
Auto-generate tasks, checklists & subtasks
✓ AI Comment Drafting
Professional task updates & status comments
-✓ AI Summarization
Summarize threads & documentation instantly
✓ AI Rewrite & Prompts
Rewrite content & run custom prompts
✓ AI Tokenomics Dashboard
Monitor usage, tokens & costs
WORKFLOW AUTOMATION
✓ Visual Automation Builder
Create workflows - no coding required
✓ Trigger Events
Task creation, status changes, due dates
✓ Automated Actions
Notify users, add comments, send emails
✓ Conditional Logic
Sophisticated condition controls
RESOURCE PLANNING
✓ Team Availability
Real-time capacity & workload heatmaps
✓ Resource Allocation
Visual capacity indicators across projects
✓ Multi-Persona Dashboards
My Work, Team, Projects, CRM, Executive
✓ WIP & Variance Reporting
Tracking with trend analysis
✓ Cost Analytics
Admin-level tracking for profitability
✓ Real-time Metrics
Live Chart.js visualizations & KPIs
ENTERPRISE SECURITY
✓ OAuth 2.0 Authentication
Enterprise OAuth with auto refresh
✓ CSRF Protection
Built-in on all endpoints
✓ Role-Based Permissions
Granular controls for tasks & projects
✓ Webhook Signature Verification
HMAC-SHA256 validation
✓ Complete Audit Logging
Every action logged for compliance
TECHNICAL REQUIREMENTS
WHAT'S INCLUDED
✓ Core Module Files
✓ Cloud Sync Module
✓ AI Integration
✓ RFI System
✓ Automation Engine
✓ Resource Planning
✓ Analytics Dashboards
✓ Documentation
✓ Database Auto-Migration
Professional installation support & lifetime updates included.
Transform your Perfex CRM into a project management powerhouse.
Only$149.33/mo
$86.60 Setup FeeOrder Now -
Perfex CRM 2.3.0+ (3.0+ recommended)
