How-to guide

Track time with task timers

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

Start, stop, edit and review time entries while respecting permissions.

Audience: StaffFeature: TaskPermission-aware

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1:40 English captions

Start, stop and verify a task timer

Track time on a Pixie CRM task with live clicks. Start the timer, stop it with a session note and review the completed timesheet entry after reopening the task.

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Recorded in a demonstration workspace; available options depend on your plan and permissions.
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Where to goTask → Start Timer / 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

Start, stop, edit and review time entries while respecting permissions. 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

Start from Task → Start Timer / Timesheets and open the relevant record or view.
Verify that the record is in the correct status and that you have permission to perform the action.
Check the related customer, dates, amounts, recipients and attachments before continuing.
Select the action described by “Track time with task timers” and complete the displayed options.
Preview client-facing content or the resulting document where Pixie CRM provides a preview.
Verify the action and wait for the success message before leaving the page.
Check the activity timeline, status, email queue, gateway or generated record to verify the outcome.

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 approval invoice expense client portal notifications email customers

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