WEBVTT

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Require checklist completion in Pixie CRM Open
the training task

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and expand Workflow settings The completion
requirement controls

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whether the task can be finished before its
checklists are complete

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Select Finish every checklist before completing
the task Keep checklist

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ordering unchanged in this example Stage order
should be configured

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before checklist work begins because the system
protects work that

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has already started

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Choose Save settings and check the confirmation
The checklist requirement

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is now saved The task is marked complete
separately after its checklists

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are finished saving the rule does not complete
the checklist or

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the task

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Close and reopen the task then expand Workflow
settings again The

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completion requirement is retained and the
existing order setting

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is unchanged Review the checklist before using
the separate task

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completion control