Staff Workload for Perfex CRM

Description

Staff Workload for Perfex CRM maps the workload of each collaborator on a daily timeline colored by record type (client, lead, contract, project, invoice, payment, budget, proposal, and support), signaling in red the times with an overload of hours. It is aimed at those who coordinate teams within Perfex CRM and need to quickly identify who has a full schedule before distributing new tasks, tickets, or projects.

Main Features of Staff Workload for Perfex CRM

• Timeline colored by record type
  Displays each daily task with a different color for client, lead, contract, project, invoice, payment, budget, proposal, and support.
• Task editor in popup
  Opens task details in a window and allows adjusting the duration by dragging directly on the timeline.
• Estimated vs. Actual Hours Chart
  Compares estimated hours with hours actually recorded for each task in a chart.
• Kanban Task Board
  Organizes team tasks into status columns for visual progress tracking.
• Integration with the Timesheet & Leave module
  Pulls vacation and absence data registered in the module to recalculate the available capacity of each collaborator.

Benefits of Staff Workload for Perfex CRM

• Quick overload identification
  Shows in seconds which collaborators have more hours allocated than their shift allows.
• More balanced task distribution
  Helps assign new work to those who truly have available capacity for the day.
• Consolidated team view
  Gathers the progress of tasks, projects, and tickets from all departments on a single screen.
• Less time reviewing schedules manually
  Reduces the need to consult spreadsheets or individually ask about each person’s availability.

Who is Staff Workload for Perfex CRM Recommended For?

• Those who coordinate support, sales, or project teams within Perfex CRM and need to know who is available before assigning new tasks.
• Those who manage multiple simultaneous projects and want to avoid overloading collaborators with tight deadlines.
• Those who already use the Timesheet & Leave module of Perfex CRM and want to cross-reference vacations and absences with daily task planning.

How to Download Staff Workload for Perfex CRM

Staff Workload for Perfex CRM is available for download here on Ultrapack. After downloading the .zip file, install it via the Perfex CRM panel under Settings > Modules > Module Upload, select the file and activate it. Once activated, the feature will appear as a new item in the system’s sidebar menu.

The differential of Staff Workload for Perfex CRM lies in crossing tasks, projects, tickets, and billing on a single timeline, something that Perfex CRM does not natively show in a consolidated way. For teams that divide customer service, sales, and project execution within the same team, the module prevents unbalanced allocations and facilitates daily planning without relying on parallel spreadsheet controls.

Frequently asked questions