Dashboard and navigation
Manage your to-do list
Use this Pixie CRM guide to manage your to-do list. It covers the navigation path, key controls and the checks that confirm completion.
Where to goTop bar → To-do
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 your to-do list, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Top bar → To-do 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: To-do item, Due date, Completion status, Personal context.
- Complete Manage your to-do list 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
To-do item
Due date
Completion status
Personal context
Checks before you finish
- Check date ranges and filters before trusting totals.
- Clear temporary filters when results look incomplete.
- Confirm workspace and staff context before acting.
- Use record history when checking what changed.
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.