Perfex TeamPulse: Time, Meetings & Client Support — Time Tracking, Timesheet Approvals, Meetings & Client Screen Support for Perfex CRM

1.2.0 - 2026-10-25 — project roadmaps, OKRs and @mentions

Project roadmaps
- A Roadmap tab on every Perfex project and a Roadmap page: phases, Perfex milestones and tasks on a timeline, zoom by
  week, month or quarter, a today line
- Drag a bar to move it and its edges to change the dates (or use the arrow keys); dates are saved into Perfex's own
  milestones and tasks, with a line in the project activity. Moving milestones needs Perfex's Edit milestones right,
  moving tasks Perfex's Edit tasks right
- Finish-to-start dependencies with a lag in days (drag the end dot onto another bar, or Add Dependency); loops are
  refused; the critical path is highlighted and dependencies that are not met are flagged; "Move linked items" pushes
  dependent items later by just enough
- Phases with a name, dates and a colour; planned finish, critical items, broken dependencies and late items at a glance
- Portfolio roadmap of every project you can see, filtered by customer, member and status, with server-side pages
- Read-only roadmap in the client portal per project: off by default (Settings › Roadmaps, then Share with the customer
  on the project); customers see the phases marked for them, milestones not hidden from them and their visible tasks
- Export as a PNG image or CSV (formula-safe)
- New rights: See project roadmaps, Plan roadmaps

OKRs
- Periods (a quarter or custom dates, closed periods are read only), objectives for the company, a department or a
  person, aligned to the objective they support, with an alignment tree
- Key results measured as a number, percent, money or a milestone, with start, target, current value and weight;
  falling targets count the way down
- Automatic progress from Perfex: tasks completed in a project, invoice payments received in a currency, leads
  converted, a milestone completed (fixed queries only, read for the objective's period every 15 minutes)
- Check-ins with the value, a confidence level and a comment, kept as history
- Overview with progress rings, figures, the expected pace of the period and a Needs Attention list; health on track,
  at risk, off track or achieved (Settings › OKRs)
- New rights: See OKRs (own personal objectives and check-ins), Manage all OKRs and periods

Mentions
- An @ in the Perfex header with the unread count and a Mentions inbox for every staff member: task comments, project
  discussions and file comments (Perfex's own @) and notes on leads, customers and staff
- @ in notes: the list offers only people who can see that record; the person gets a notification and, when switched
  on, an e-mail (template TeamPulse: you were mentioned)
- Unread / all, search, filter by where it was written and by task tags; mark read or unread

Import from another module
- Settings › Import: dry run, import as one batch, undo by batch; running again never copies a record twice; the other
  module's tables are only read
- From the OKR, @Mention, Project Roadmap and Staff Workload modules (what is and is not imported is listed on the
  import screen and in the documentation)

Integrations
- AI Staff tools (read only): project roadmap, OKR status, my mentions
- Flow Studio's TeamPulse activity trigger receives the new events (roadmap changes, OKR check-ins, mentions)
- Overview cards: projects due soon, OKRs that need attention
- New texts in all 9 languages

License checks name the product:
- Every license call (activate, check, pause) now sends TeamPulse's sellmycode.net item id, as sellmycode.net requires
- A purchase code bought for another product, or an unknown one, only shows "This purchase code is not valid for
  Perfex TeamPulse." It is never activated; the detailed reason is written to Perfex's application log for administrators
- An activation made by an older version with another product's purchase code is paused automatically and removed
  from this install; enter your TeamPulse purchase code to switch TeamPulse back on