Projects, tasks and time tracking
Create a project
A clear Pixie CRM walkthrough for create a project, with the screen path, field checks and post-save verification.
Where to goProjects → New Project
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 create a project, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Projects → New Project in Pixie CRM.
- Choose the customer the work belongs to, then enter a clear project name.
- Set the billing type and any billing-rate context that applies to the project.
- Enter the start date and deadline that the delivery team should work to.
- Add the project members who need access and review client visibility before exposing project information.
- Complete the remaining project details shown by Pixie CRM, then save.
- Reopen the project and verify its customer, dates, members, billing type, progress and activity history before creating tasks or recording time.
Fields and controls to review
Customer
Project name
Billing type
Start date and deadline
Project members
Progress and client visibility
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.