Preview: Workflow Rules and Automation Module for Perfex
Notice: This isn’t a standalone software. It is a plugin for Perfex CRM. It’s important to set up the Perfex – Powerful Open Source CRM to make use of this plugin.
Are you questioning how one can Empower your group to ship the very best work? Now you can Automate repetitive Actions in your Workflow utilizing Workflow Automation Module.
As Duties transition from one Part of your Kanban board to One other, you most instances need to carry out some duties corresponding to Assigning Job in Testing Part to Tester, or append a Remark to the duty or change Job Precedence. This will turn into a frightening activity when you must do that identical Motion on 50s/100s of Duties.
For this reason we have now construct this module to empowers you and your group to transcend conventional activity administration, placing the ability of clever automation at your fingertips.
Table of Contents
You may Create Limitless Rules and Actions for Any Part in your Workflow
Options
- Create customized Workflow Automation Rules
- Create course of that run themselves with automated actions on Job as they transfer from one part to a different
- As a result of you may create Limitless Rules for a SECTION, You may Management what actions are triggered and in what order/sequence
- Hold working going : performs limitless immediate actions on duties on the identical time corresponding to Job Project, Feedback with @Consumer, Reminder, Guidelines Merchandise, Precedence, Mark as Full and tons extra
- Keep Organized and Enhance effectivity
Configure Rule, Automate Motion
Create a algorithm that set off mechanically as duties transition between sections (Not But Began, In Progress, Awaiting Feed again, Testing, Full) or any customized you could have.
Design your guidelines in line with your corporation wants e.g as when activity strikes to Testing, Assign to a Tester or connect a remark or do each.
Create processes that run themselves
Transfer Sooner and Expertise a surge in productiveness as routine duties are automated.
Set up
Included Documentation will show you how to add and activate the module inside Perfex CRM.
DEMO
Admin Username
Password
password@1234
Assist
Please ship an e-mail from Assist web page for any points, questions or strategies. To save lots of time and get fast suggestions, please don’t ask for assist in feedback part.
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