Pixie CRM guided video tutorial
Add and verify manual task time
Recorded live · 1:51 · English captions
Add and verify manual task time: live walkthrough
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Add a manual Pixie CRM task timesheet with live clicks. Enter a duration, confirm the staff member, add a clear note, save and reopen the task to verify the retained entry.
Matching written guide · Download MP4 · English captions
The task, staff member and 15-minute session are fictional training examples. The task remains internal and non-billable. No invoice, payment, actual work claim or customer message is created.
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Video chapters
- 0:00 — Open the task timesheets
- 0:18 — Choose manual duration entry
- 0:34 — Enter the duration and session note
- 0:54 — Save the manual timesheet
- 1:11 — Reopen and verify the saved duration
- 1:31 — Continue with related Pixie CRM tutorials
Read the video transcript
Add a manual task timesheet in Pixie CRM. Open the internal training task and choose Timesheets. Check the task identity and Not Billable status before entering time. This walkthrough records a clearly labelled fictional training session.
In Add timesheet, choose Enter time duration instead. This switches from start and end timestamps to a duration field. Use a manual entry when you need to record time that was not captured with the live timer.
Enter fifteen minutes as zero zero, colon, fifteen. Retain the existing Alex Morgan member selection and add a clear session note. The note identifies this as fictional, non-billable training time. Review the duration and member before saving.
Choose Save in Add timesheet. The task displays a completed timesheet entry with a member, start time, end time and time spent. A manual duration entry creates a recorded session; it does not start the live timer.
Close and reopen the same task, then return to Timesheets. Verify the same fifteen-minute entry and its training note. Confirm the timer remains stopped and the task remains Not Billable. No invoice, payment or customer message is created by this demonstration.
Follow the written instructions
Open the matching written guide ↗ · Browse all Pixie CRM video guides

Edit and verify a task timesheet note
Create a customer project