Projects, tasks and time tracking
Manage 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.
Where to goProject → Files
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 manage project files and client visibility, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Project → Files 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: Project, File, Description, Client visibility.
- Complete Manage project files and client visibility 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
Project
File
Description
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.