How-to guide

Manage staff timesheets

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to review time entries by member, date and related task before billing or reporting.

Audience: ManagerFeature: TaskPermission-aware

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Video walkthroughs for this guide

Follow real application screens at your own pace, with English captions and a matching written guide.

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1:51 English captions

Add and verify manual task time

Add a manual Pixie CRM task timesheet with live clicks. Enter a duration, confirm the staff member, add a clear note, save and reopen the task to verify the retained entry.

Chapters & transcript Watch on YouTube

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1:58 English captions

Edit and verify a task timesheet note

Edit a saved Pixie CRM task timesheet note with live clicks. Update the wording, retain the existing member and timestamps, save and reopen the entry to verify the retained changes.

Chapters & transcript Watch on YouTube

Recorded in a demonstration workspace; available options depend on your plan and permissions.
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Where to goStaff → Timesheets

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Review time entries by member, date and related task before billing or reporting. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Follow these steps

Go to Staff → Timesheets and select the relevant record or setup list.
Use search, filters or status tabs to confirm you are working on the intended item.
Check linked records, activity and permissions before changing status, ownership or visibility.
Use the available edit, status, reorder, attach, copy or delete action as required.
Complete any confirmation dialog carefully; destructive actions may be restricted when linked data exists.
Check the updated state in the list and record view.
Check downstream client portal, reporting or automation effects where applicable.

Settings to check

Task nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Related recordCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Start and due datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

PriorityCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Assignees and followersCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Description, checklist and attachmentsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

Use one clear outcome per task.
Set realistic dates.
Stop active timers before changing ownership or completing work.
Check whether the result should be visible to a customer contact or only to staff.
Confirm the final status, activity entry, generated document or notification before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.

Browse connected topics:payment check report approval client portal notifications customers

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