Pixie CRM guided video tutorial
Complete and verify a task checklist
Recorded live · 1:53 · English captions
Complete and verify a task checklist: live walkthrough
Reopen and verify a task checklist
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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.
Matching written guide · Download MP4 · English captions
This is a clearly labelled fictional training workflow in a disposable workspace. The clicks demonstrate checklist states; they do not represent real completed work, customer contact, time entry or completion of the whole task.
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Video chapters
- 0:00 — Review the checklist before completion
- 0:18 — Mark the first item complete
- 0:32 — Mark the remaining item complete
- 0:47 — Complete the named checklist
- 1:03 — Check the separate task status
- 1:17 — Reopen and verify the retained result
- 1:33 — Continue with related Pixie CRM tutorials
Read the video transcript
Complete a named task checklist in Pixie CRM. Open the training task and review Brief review, Training. Both items start incomplete. In your live workflow, mark each item only after its underlying work has been carried out.
Tick the first checklist item. The completed-item count increases to one of two. This fictional training example demonstrates the control; the task itself remains In Progress.
Tick the remaining item after reviewing its instruction. The checklist now shows two of two items complete, and Complete checklist becomes available. Item completion and checklist completion are separate steps.
Choose Complete checklist. The panel now shows one of one checklists complete. Open the completed checklist to review both checked items. This records the state of this checklist within the task.
Check Task Info: the task is still In Progress. Completing this checklist does not mark the whole task complete. Review any other requirements before changing the separate task status.
Close and reopen the same task, then open the completed checklist. Both checked items and the completed checklist are retained. Review the owner, item count and separate task status before handing work to the next person.
Follow the written instructions
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