How much time do I need to spend setting up Pixie?
From “none” to “as much as you’d like.'' Pixie was designed to get you started quickly. Once you connect Pixie to your inbox, you can create clients and jobs based on those emails. As you get more comfortable with the platform, you can explore our automations, customise templates, etc.
How can I create jobs in Pixie?
There are a couple of ways to create jobs in Pixie. You can create jobs manually, such as when you need to complete a service or deal with an email request. Pixie also lets you schedule recurring jobs, such as payroll, etc. Once a recurring job is scheduled Pixie will create those jobs automatically.
Will I need to manage a list of hundreds of tasks?
Definitely not! By default Pixie focuses on the tasks that require your immediate attention today. All else is hidden away from view. You can always expand the time horizon and see what’s in your pipeline.
Can I change deadlines in jobs?
Yes. Pixie’s default behaviour is to calculate a deadline based on the duration of a task or a job. You can always change it, or simply put the job on snooze for another time.
Is there a way for the team to collaborate on jobs?
Yes. When defining templates you can set the default assignee. For example, have your most experienced payroll person look after all payroll-related jobs. Ongoing jobs can always be reassigned or delegated to another team member.
