Projects, tasks and time tracking
Use task checklists and attachments
Use this Pixie CRM guide to use task checklists and attachments. It covers the navigation path, key controls and the checks that confirm completion.
Where to goTask → Checklist / Attachments
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 task checklists and attachments, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Task → Checklist / Attachments 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: Task name, Related record, Start and due dates, Priority.
- Then check Assignees and followers, Description, checklist and attachments. Use verified information and do not fill optional values with placeholders.
- Work through Use task checklists and attachments 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
Task name
Related record
Start and due dates
Priority
Assignees and followers
Description, checklist and attachments
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.