Pixie CRM guide collection
Projects, tasks and time tracking
Plan delivery, assign work, track progress and connect time, files and milestones to the right customer.
Create a project
A clear Pixie CRM walkthrough for create a project, with the screen path, field checks and post-save verification.
Open guide →GuideConfigure project members and permissions
Practical Pixie CRM instructions for configure project members and permissions, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideCreate and manage project milestones
Use this Pixie CRM guide to create and manage project milestones. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideUse project overview and progress
A clear Pixie CRM walkthrough for use project overview and progress, with the screen path, field checks and post-save verification.
Open guide →GuideUse the project Gantt chart
Use this Pixie CRM guide to use the project gantt chart. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideManage project files and client visibility
A clear Pixie CRM walkthrough for manage project files and client visibility, with the screen path, field checks and post-save verification.
Open guide →GuideUse project discussions
Practical Pixie CRM instructions for use project discussions, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideRecord project expenses
Record project expenses in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCreate a task
Use this Pixie CRM guide to create a task. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideUse task list and Kanban views
Use task list and Kanban views in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideUse task checklists and attachments
Use this Pixie CRM guide to use task checklists and attachments. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideTrack time with task timers
A clear Pixie CRM walkthrough for track time with task timers, with the screen path, field checks and post-save verification.
Open guide →GuideCreate billable task time on an invoice
Create billable task time on an invoice in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Open guide →GuideCopy tasks and manage recurring tasks
A clear Pixie CRM walkthrough for copy tasks and manage recurring tasks, with the screen path, field checks and post-save verification.
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