WEBVTT

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Complete a checklist stage and release the next
stage in Pixie CRM

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Open the prepared training task Confirm that
Prepare handover pack

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is Ready and Review handover pack is Waiting The
order was configured

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before work started

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Check that Task Info shows In Progress Task
status and checklist

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stage completion are separate controls The timer
is also separate

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reviewing or completing a checklist stage does
not itself record

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time against the task

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Complete the first stage's checklist item then
choose Complete stage

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Checking an item alone does not finish its named
stage In this fictional

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example we mark the training review step complete
to demonstrate

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the handover

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The first stage now shows Complete and Review
handover pack becomes

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Ready for its owner Its checklist item remains
unfinished The overall

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task is still In Progress so the next owner can
continue the remaining

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work

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Close and reopen the task The first stage remains
Complete the second

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is Ready and the task remains In Progress This
confirms that the

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handover state was saved Continue the remaining
checklist work before

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completing the overall task