Pixie CRM guided video tutorial
Complete a checklist stage and release the next
Recorded live · 1:44 · English captions
Complete a checklist stage and release the next: live walkthrough
Create a customer project
Create and assign a project taskMore videos in this category · Read the matching instructions
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.
Matching written guide · Download MP4 · English captions
The task and checklist records are fictional training examples. Only the first stage is completed to demonstrate the workflow. The second item remains unfinished and the task remains In Progress; no real customer work, time entry, billing or customer communication is represented.
Watch this tutorial on YouTube ↗ · Related Pixie CRM tutorials ↗
Video chapters
- 0:00 — Review the ordered task and its stages
- 0:17 — Review task status and time controls
- 0:34 — Finish the first item and complete its stage
- 0:50 — Review the next stage becoming Ready
- 1:06 — Reopen and verify the retained handover
- 1:24 — Continue with related Pixie CRM tutorials
Read the video transcript
Complete a checklist stage and release the next stage in Pixie CRM. Open the prepared training task. Confirm that Prepare handover pack is Ready and Review handover pack is Waiting. The order was configured before work started.
Check that Task Info shows In Progress. Task status and checklist stage completion are separate controls. The timer is also separate: reviewing or completing a checklist stage does not itself record time against the task.
Complete the first stage's checklist item, then choose Complete stage. Checking an item alone does not finish its named stage. In this fictional example, we mark the training review step complete to demonstrate the handover.
The first stage now shows Complete, and Review handover pack becomes Ready for its owner. Its checklist item remains unfinished. The overall task is still In Progress, so the next owner can continue the remaining work.
Close and reopen the task. The first stage remains Complete, the second is Ready and the task remains In Progress. This confirms that the handover state was saved. Continue the remaining checklist work before completing the overall task.
Follow the written instructions
Open the matching written guide ↗ · Browse all Pixie CRM video guides