Create a project
Set a project's customer, billing method, members, schedule and client-visible settings.
Learn with Pixie CRM
Watch this workflow
Follow real application screens at your own pace, with English captions and a matching written guide.
Create a customer project
Create a customer project in Pixie CRM with live clicks. Link the customer, choose billing type and status, set dates, review members and notification choices, then save and confirm the project overview.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
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CRM workspace → Projects → New project
Before you start
- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.
Follow the steps
- Open Projects and choose New project. Enter Project name and select the Customer.
- Choose Billing type and Status. Set Total cost or the hourly rate only where the selected billing method enables that field.
- Choose Project members, enter Estimated hours where needed, and set Start date and Deadline.
- Review whether progress comes from tasks, add Tags and Description, and check the project's customer visibility settings.
- Review Send project created email and contact-notification choices before saving.
Check the result
- Reopen the project and check its customer, billing type, members, dates and visibility. The billing method controls how later billable work is invoiced.
If something is different
An option is missing
Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.
A field will not save
Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.