Workflow Rules and Automation Module for Perfex
by Developer- Uploaded : 10th April 2024
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Note: This is not a standalone application. This is a plugin for Perfex CRM. You have to install the Perfex – Powerful Open Source CRM to use this plugin.
Are you wondering how you can Empower your team to deliver the best work? You can now Automate repetitive Actions in your Workflow using Workflow Automation Module.
As Tasks transition from one Section of your Kanban board to Another, you most times want to perform some tasks such as Assigning Task in Testing Section to Tester, or append a Comment to the task or change Task Priority. This can become a daunting task when you have to do this same Action on 50s/100s of Tasks.
This is why we have build this module to empowers you and your team to go beyond traditional task management, putting the power of intelligent automation at your fingertips.
Create a set of rules that trigger automatically as tasks transition between sections (Not Yet Started, In Progress, Awaiting Feed back, Testing, Complete) or any custom you have.
Design your rules according to your business needs e.g as when task moves to Testing, Assign to a Tester or attach a comment or do both.
Move Faster and Experience a surge in productivity as routine tasks are automated.
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