Pixie CRM guided video tutorial
Add and verify task checklist items
Recorded live · 1:22 · English captions
Add and verify task checklist items: live walkthrough
Complete and verify a task checklist
Create a customer projectMore videos in this category · Read the matching instructions
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.
Matching written guide · Download MP4 · English captions
All task and checklist records are fictional training examples. The steps remain incomplete. No real work, customer contact, time entry or task completion is represented.
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Video chapters
- 0:00 — Open the named checklist
- 0:17 — Add the next checklist item
- 0:32 — Review both planned actions
- 0:47 — Reopen and verify both saved steps
- 1:01 — Continue with related Pixie CRM tutorials
Read the video transcript
Add items to a named checklist in Pixie CRM. Open the internal training task and locate Brief review, Training. This checklist already has one saved instruction. Confirm the name and owner before adding the next step.
Enter the next action in New checklist item, then choose Add item. Use a specific instruction that someone can recognise and verify. The saved step appears under this checklist and starts incomplete.
Review both instructions in the named checklist. The count now shows two items, and both remain incomplete. Adding a step records planned work; it does not confirm that the work has been carried out.
Close and reopen the same task. Review both saved instructions and the zero of two items complete count. The checklist is ready for its owner to use, while the task status remains In Progress.
Follow the written instructions
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