Create and assign a project task

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Open Tasks in Pixie CRM and choose New Task. Enter Review website brief, marked as a training task. A clear subject describes the action the owner needs to complete.

Under Related To, choose Project. Search for Website Refresh and select the saved training project for Maplebridge Design. This links the task to the project so its delivery work can be followed in context.

Set the start date to the fourth of November and the due date to the sixth. Choose High priority for this example. Use the configured day, month and year format and select a priority that reflects the real urgency of the work.

Confirm Alex Morgan as the assignee. Keep Public and Visible to customer off, and clear Billable for this internal training task. Check who should see a real task and whether its time should be billable before saving it.

Open Description and enter the steps the owner should follow. This example asks the owner to review the fictional brief, list any missing requirements and prepare questions for the next project discussion. Clear instructions make the expected result easier to check.

Choose Save and confirm the saved task name and linked project. Review the assigned owner, priority and dates in the saved task. The work is now recorded for follow-up. Continue with the dedicated task-management and project-progress guides for the next steps.