Task Bookmarks
Smart Task Organization Module for Perfex CRM
About Task Bookmarks
Organize Perfex CRM tasks with color-coded bookmarks
The Tasks Bookmark module for Perfex CRM lets you categorize tasks into named bookmark lists to group, search and prioritize work. Related tasks stay together, so your team stops scrolling through one flat task list. Instead of leaning on status and assignee alone, you build your own buckets - by client, by sprint, by department, or by anything that matches how you actually work - and every task drops into the right list with a single click.
A dedicated bookmarks area in the admin menu
Once the module is activated, a new TASK BOOKMARKS item appears in the Perfex CRM admin sidebar. Clicking it opens the bookmark creation page, where you build your first list in seconds.
Each bookmark is defined by three things:
- A name, so the list reads clearly across your workspace.
- An icon, for instant visual recognition.
- A color, so related work stands out at a glance.
Append tasks from a new column
Every bookmark you create is listed next to each task in a new column, so adding a task to a list never interrupts your flow. There is no separate screen and no copy-paste - you append a task to a bookmark right where you already manage your work, and build as many bookmark lists as your workflow needs, each with its own icon and color.
Pin bookmarks to the dashboard and sort by list
Bookmarks are not just labels - they become working views of your task list:
- Pin a bookmark to the Dashboard so all of its items stay visible on your main screen.
- Sort all tasks by bookmark to focus on one group at a time.
A long, undifferentiated task list turns into a set of focused views: isolate everything tied to a single client, keep recurring work grouped together, or hold a short list of what matters today - all inside Perfex CRM, with no external tool to sync.
Requirements
The module installs into an existing Perfex CRM admin area and runs on PHP 7.4 or newer.
Support that actually answers
Buy direct and you reach the people who wrote the code - not a marketplace ticket queue.
- Priority support - replies the same day, straight from the development team that built it.
- 6 months of support on Standard (extendable), and Lifetime support on Pro.
- Support covers guidance on installation, configuration and upgrades - real answers, never canned macros.
- Regular updates and immediate bug fixing, included in every license type.
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- Initial version
- Minimum PHP version required: 7.4
Ready to drop Task Bookmarks into your stack?
Standard $39 one-time, or Pro from $7.5/mo billed yearly - lifetime updates, support, and quick, secure checkout. Cheaper than the old CodeCanyon price, with no marketplace cut.
Frequently asked questions
Everything you need to know before buying - and what to do if you still have questions.
Is Task Bookmarks compatible with the latest version?
Yes - the current release is v1.0, last updated July 2026, built for PHP 7.x. Lifetime updates keep it current as new platform versions ship.
What does the $39 Standard license include?
One payment of $39 covers the full unencrypted source code, documentation, lifetime free updates and six months of developer support. It licenses a single end product.
Can I use Task Bookmarks in a SaaS or a client product?
That is what the Pro plan is for: $7.5/mo billed yearly, adding lifetime developer support and the right to use the module in SaaS and multi-tenant products.
How do I receive the product after buying?
Checkout runs through Stripe. Your license key and download are issued instantly, and every future update is available from your account the moment it ships.
Related products
Other Perfex CRM Modules built and maintained by the same team, sold direct.
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