Pixie CRM guided video tutorial
Change and verify a task priority
Recorded live · 1:20 · English captions
Change and verify a task priority: live walkthrough
Create and assign a task checklist
Add and verify task checklist itemsMore videos in this category · Read the matching instructions
Change a task priority in Pixie CRM with live clicks. Select Medium from Task Info, check that the separate status remains In Progress, then reopen the task to verify the saved priority.
Matching written guide · Download MP4 · English captions
All records are fictional training examples in a disposable workspace. The task remains internal and unbilled. This walkthrough does not record time, complete real work or contact a customer.
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Video chapters
- 0:00 — Open the task priority control
- 0:14 — Set the priority to Medium
- 0:30 — Review priority and status separately
- 0:44 — Reopen and verify the saved priority
- 1:00 — Continue with related Pixie CRM tutorials
Read the video transcript
Change a task priority in Pixie CRM. Open the training task and find Priority in Task Info. The task is already In Progress, while its current priority is High.
Open the current priority and select Medium. Priority is separate from status: it describes relative urgency, while status describes the stage of work. The selected priority updates immediately.
Confirm that the priority now reads Medium and the status remains In Progress. Review both values when planning your workload, rather than treating an urgent task as automatically completed or started.
Close and reopen the same task. Medium is retained, confirming that the priority was saved. Use the priority values consistently across your team so that the task list supports clear decisions about what to do next.
Follow the written instructions
Open the matching written guide ↗ · Browse all Pixie CRM video guides