WEBVTT

1
00:00:00.303 --> 00:00:05.592
Add items to a named checklist in Pixie CRM Open
the internal training

2
00:00:05.605 --> 00:00:10.487
task and locate Brief review Training This
checklist already has

3
00:00:10.500 --> 00:00:14.862
one saved instruction Confirm the name and owner
before adding the

4
00:00:14.875 --> 00:00:15.605
next step

5
00:00:17.735 --> 00:00:21.381
Enter the next action in New checklist item then
choose Add item

6
00:00:22.281 --> 00:00:25.992
Use a specific instruction that someone can
recognise and verify

7
00:00:26.891 --> 00:00:30.380
The saved step appears under this checklist and
starts incomplete

8
00:00:32.493 --> 00:00:36.961
Review both instructions in the named checklist
The count now shows

9
00:00:36.974 --> 00:00:41.805
two items and both remain incomplete Adding a
step records planned

10
00:00:41.818 --> 00:00:45.151
work it does not confirm that the work has been
carried out

11
00:00:47.288 --> 00:00:52.017
Close and reopen the same task Review both saved
instructions and

12
00:00:52.030 --> 00:00:56.444
the zero of two items complete count The
checklist is ready for

13
00:00:56.457 --> 00:01:00.050
its owner to use while the task status remains In
Progress