WEBVTT

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Create a named task checklist in Pixie CRM Open
Tasks and choose

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the internal website brief task The Checklists
and handover panel

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keeps related steps together and lets you give
each checklist an

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owner

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Enter a short descriptive checklist name This
example uses Brief

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review Training A clear stage name helps
colleagues understand which

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part of the task the checklist supports

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Choose Alex Morgan in the Owner field then select
Add checklist

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The named checklist is saved within this task
Selecting an existing

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task member keeps the responsibility clear
without changing customer

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access

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Close the task and open the same record again
Confirm that Brief

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review Training remains available with Alex
Morgan as its owner

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Checklist items and their completion are managed
separately creating

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the checklist does not complete the task