WEBVTT

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Set up ordered checklist handover in Pixie CRM
Open Prepare website

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handover Training This fresh training task has
two named checklists

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with an unfinished item in each Configure stage
order before checklist

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work begins

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Expand Workflow settings Select Complete these
checklists in order

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then require every checklist to finish before the
task is completed

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Choose Save settings These rules preserve the
sequence and keep

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final task completion separate

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Review the numbered stages Prepare handover pack
is Ready while

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Review handover pack is Waiting Completing the
first stage will

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make the next stage ready for its owner The
checklist items are

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still unfinished in this setup tutorial

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Close and reopen the task to verify the saved
configuration Both

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workflow settings are retained the first stage is
Ready and the

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second remains Waiting Continue with the stage-
completion tutorial

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to see the handover happen through live clicks