• Bill Tasks

    28-06-2023 6:14 AM
    1. To invoice non project tasks when creating invoice there is dropdown just to the right side of the items dropdown BILL TASKS. After you select a customer th
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  • Task Timesheets

    28-06-2023 6:14 AM
    Task timesheets is all started timers for specific task, timesheets are stored separately for each task started by the task assignees. To view all task timesheets while the task modal is open click on the timesheet
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  • Add Task Assignees

    28-06-2023 6:15 AM
    To add task assignees open the task by clicking on the task subject while the tasks are listed. On the right side of the task modal there will be dropdown to select assignees.
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  • Recurring Tasks

    28-06-2023 6:15 AM
    Recurring tasks is a feature that allows you to create tasks that will repeat on given period. To create recurring task go to the Tasks menu in the admin area and click on the top left bu
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  • Linking Task To Features

    28-06-2023 6:16 AM
    Task can be linked to any important features in Pixie CRM to keep track of your work and assign important actions to your agents. Go to Tasks menu item from the main admin menu and on the
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  • Copy Task

    28-06-2023 6:16 AM
    In Pixie CRM task can be easily copied to be re-used and save valuable time creating each task again and again. While the task modal is opened on the top right area click on the 3 dots icon.
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