Pixie CRM guided video tutorial
Configure and verify ordered checklist handover
Recorded live · 1:31 · English captions
Configure and verify ordered checklist handover: live walkthrough
Complete a checklist stage and release the next
Create a customer projectMore videos in this category · Read the matching instructions
Configure an ordered Pixie CRM checklist workflow with live clicks. Save the completion rules, review Ready and Waiting stages and reopen the task to verify the sequence.
Matching written guide · Download MP4 · English captions
The task, checklist stages and items are fictional training examples prepared in the disposable workspace. This tutorial configures and verifies the order; it does not complete a stage, send a customer message or finish the task.
Watch this tutorial on YouTube ↗ · Related Pixie CRM tutorials ↗
Video chapters
- 0:00 — Open the fresh task and review its stages
- 0:18 — Enable ordered completion and save
- 0:36 — Review Ready and Waiting stages
- 0:53 — Reopen and verify the saved sequence
- 1:10 — Continue with related Pixie CRM tutorials
Read the video transcript
Set up ordered checklist handover in Pixie CRM. Open Prepare website handover, Training. This fresh training task has two named checklists with an unfinished item in each. Configure stage order before checklist work begins.
Expand Workflow settings. Select Complete these checklists in order, then require every checklist to finish before the task is completed. Choose Save settings. These rules preserve the sequence and keep final task completion separate.
Review the numbered stages. Prepare handover pack is Ready, while Review handover pack is Waiting. Completing the first stage will make the next stage ready for its owner. The checklist items are still unfinished in this setup tutorial.
Close and reopen the task to verify the saved configuration. Both workflow settings are retained, the first stage is Ready and the second remains Waiting. Continue with the stage-completion tutorial to see the handover happen through live clicks.
Follow the written instructions
Open the matching written guide ↗ · Browse all Pixie CRM video guides