WEBVTT

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Change a task status in Pixie CRM Open Tasks and
choose Review website

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brief Training Check its project and current
status before updating

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the record

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Open the current status in Task Info and choose
Mark as In Progress

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The status updates immediately so there is no
separate Save button

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for this control Choose the state that reflects
the actual stage

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of work

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Check that Task Info now shows In Progress The
task is still an

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internal training record Time recording uses the
separate timer

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and timesheet controls and completion is a
different status

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Close the task and open the same record again In
Progress is retained

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confirming that the update was saved Reopening is
a useful check

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when several people are maintaining a shared task
list