WEBVTT

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Open Tasks in Pixie CRM and choose New Task Enter
Review website

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brief marked as a training task A clear subject
describes the action

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the owner needs to complete

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Under Related To choose Project Search for
Website Refresh and select

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the saved training project for Maplebridge Design
This links the

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task to the project so its delivery work can be
followed in context

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Set the start date to the fourth of November and
the due date to

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the sixth Choose High priority for this example
Use the configured

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day month and year format and select a priority
that reflects the

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real urgency of the work

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Confirm Alex Morgan as the assignee Keep Public
and Visible to customer

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off and clear Billable for this internal training
task Check who

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should see a real task and whether its time
should be billable before

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saving it

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Open Description and enter the steps the owner
should follow This

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example asks the owner to review the fictional
brief list any missing

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requirements and prepare questions for the next
project discussion

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Clear instructions make the expected result
easier to check

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Choose Save and confirm the saved task name and
linked project Review

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the assigned owner priority and dates in the
saved task The work

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is now recorded for follow-up Continue with the
dedicated task-management

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and project-progress guides for the next steps