Use task checklists and attachments | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/use-task-checklists-and-attachments
Publisher: Pixie Technologies LLC

How-to guide
Use task checklists and attachments

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

Break work into verifiable steps and keep supporting files with the task.

Audience: Staff; Feature: Task; Permission-aware; 

Where to goTask → Checklist / Attachments

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

Break work into verifiable steps and keep supporting files with the task. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to Task → Checklist / Attachments 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 (https://pixiecrm.com/help-centre/topic/check) downstream client portal (https://pixiecrm.com/help-centre/topic/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 (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)approval (https://pixiecrm.com/help-centre/topic/approval)invoice (https://pixiecrm.com/help-centre/topic/invoice)expense (https://pixiecrm.com/help-centre/topic/expense)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Create and manage project milestones (https://pixiecrm.com/help-centre/create-and-manage-project-milestones)Use the project Gantt chart (https://pixiecrm.com/help-centre/use-the-project-gantt-chart)Manage project files and client visibility (https://pixiecrm.com/help-centre/manage-project-files-and-client-visibility)Create a task (https://pixiecrm.com/help-centre/create-a-task)Create a project (https://pixiecrm.com/help-centre/create-a-project)

Connected advanced guides
Review checklist progress in task reports → (https://pixiecrm.com/help-centre/advanced-task-filters-review-checklist-progress)Review task attachments in filter results → (https://pixiecrm.com/help-centre/advanced-task-filters-review-attachment-count-and-downloads)