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.
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Video walkthroughs for this guide
Follow real application screens at your own pace, with English captions and a matching written guide.
Create and assign a task checklist
Create a named task checklist in Pixie CRM with live clicks. Enter the checklist name, choose an existing owner, save and reopen the task to verify the retained checklist.
Explore 6 more tutorials for this workflow
Add and verify task checklist items
Add an item to a named task checklist in Pixie CRM with live clicks. Enter a clear instruction, save it, review the incomplete count and reopen the task to verify both retained steps.
Complete and verify a task checklist
Complete a named task checklist in Pixie CRM with live clicks. Tick its two training items, complete the checklist and reopen the task to verify the retained result.
Reopen and verify a task checklist
Reopen a completed task checklist in Pixie CRM with live clicks. Review the retained item checkboxes, check the separate task status and reopen the task to verify persistence.
Require and verify task checklist completion
Require task checklist completion in Pixie CRM with live clicks. Save the workflow setting and reopen the task to verify it is retained.
Configure and verify ordered checklist handover
Configure an ordered Pixie CRM checklist workflow with live clicks. Save the completion rules, review Ready and Waiting stages and reopen the task to verify the sequence.
Complete a checklist stage and release the next
Complete a Pixie CRM checklist stage with live clicks and watch the next stage become Ready. Reopen the task to verify the saved handover and separate task status.
Recorded in a demonstration workspace; available options depend on your plan and permissions.
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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, 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
- 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 downstream client portal, reporting or automation effects where applicable.
Settings to check
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.