Web Development Project Management Guide

Overview

This guide explains how to use Perfex CRM for managing web development projects across websites. The system helps track what needs to be done, what's in progress, and what's completed - serving as both a planning tool and work report for management.

Quick Start: Adding Your First Website Project

Step 1: Create a Customer

Each website should have a customer record:

1. Go to Customers → Add New Customer
2. Fill in the details:

3. Click Save

Step 2: Create a Project

1. Go to Projects → Add Project
2. Fill in the project details:

3. Click Save

Step 3: Add Tasks

After creating the project:

1. Go to the Project page
2. Click Tasks tab → Add Task

Example Tasks:

Task Status Guide

Use these statuses to track progress:

Weekly Workflow

For Developers:

1. Start of Week

   • Review assigned tasks
   • Update task statuses
   • Plan work for the week

2. During Work

   • Mark tasks as "In Progress" when starting
   • Add comments/notes for important updates

3. End of Week

   • Review completed tasks
   • Update remaining tasks

For Management:

1. Check Dashboard for overview
2. Review Projects for detailed status
3. Check Reports → Project Reports for summaries

Best Practices

Task Naming

Be specific and clear:

• ✅ "Fix contact form submission error"
• ❌ "Fix form"

Priority Levels

• High - Critical issues, client-urgent, security
• Medium - Regular updates, improvements
• Low - Nice-to-have features, optimizations