Projects, tasks and time tracking
Copy 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.
Where to goTask → Copy / Recurring settings
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for copy tasks and manage recurring tasks, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Task → Copy / Recurring settings in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Task name, Related record, Start and due dates, Priority.
- Then check Assignees and followers, Description, checklist and attachments. Use verified information and do not fill optional values with placeholders.
- Complete Copy tasks and manage recurring tasks using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Task name
Related record
Start and due dates
Priority
Assignees and followers
Description, checklist and attachments
Checks before you finish
- Confirm customer/project relationship and responsible staff.
- Use realistic dates and a clear owner.
- Check client visibility before sharing files or notes.
- Verify status, progress and activity after saving.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.