There are several ways in Pixie to start a new task. This article discusses how to quickly add a task from your To do list. A quick task does not need to have subtasks, and does not need to be associated with a client.
You can also create tasks via several other methods, which include the full set of task options.
To quickly add a task, click Work at the top, then click Add task.
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Assign a task name, client (or leave this field blank for an internal task, or if you want to assign the client later), and due date. Then click Save task.
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Once created, the task appears in your To do list. You can click the task name to view its details, where you could add subtasks or apply a task template if needed. Or you can click the three-dot icon and choose Edit task.
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If the task is a simple one, like a phone call or a purchase of supplies, you can mark it as complete when finished.
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If the task was created without a client, and you want to assign it to a client, click the task name to open its details. On this page, in addition to adding subtasks or applying a template, you can set the task’s client.
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