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Complete a named task checklist in Pixie CRM Open
the training task

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and review Brief review Training Both items start
incomplete In

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your live workflow mark each item only after its
underlying work

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has been carried out

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Tick the first checklist item The completed-item
count increases

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to one of two This fictional training example
demonstrates the control

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the task itself remains In Progress

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Tick the remaining item after reviewing its
instruction The checklist

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now shows two of two items complete and Complete
checklist becomes

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available Item completion and checklist
completion are separate

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steps

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Choose Complete checklist The panel now shows one
of one checklists

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complete Open the completed checklist to review
both checked items

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This records the state of this checklist within
the task

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Check Task Info the task is still In Progress
Completing this checklist

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does not mark the whole task complete Review any
other requirements

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before changing the separate task status

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Close and reopen the same task then open the
completed checklist

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Both checked items and the completed checklist
are retained Review

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the owner item count and separate task status
before handing work

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to the next person