Projects, tasks and time tracking
Use project overview and progress
A clear Pixie CRM walkthrough for use project overview and progress, with the screen path, field checks and post-save verification.
Where to goProject → Overview
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 use project overview and progress, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Project → Overview in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Project status, Progress, Start and deadline, Customer.
- Then check Project members. Use verified information and do not fill optional values with placeholders.
- Work through Use project overview and progress using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Project status
Progress
Start and deadline
Customer
Project members
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.