As a new user working in Midaxo, there is much to learn. In this tutorial we are going to guide you through some of the basics. It is best to view this section once your Pipeline Tracker has been uploaded, Groups created, and Users have been added. Lets get started-
There are 2 viewing options: Pipeline/ Kanban view or Grid view
Switch between the Pipeline view and Grid view by clicking on the desired view icon in the upper right corner.
Use the Filter which can be found in the upper left corner within the Pipeline view and Grid view on any choice field or multiple choice field active in your project card.
The Search Bar located in the upper left corner can be used to find a specific project.
- In the Pipeline view, the Search Bar will search for any active projects based on name or keywords.
- In the Grid view, the Search bar will also return archived projects as a response
Rearrange the columns while in the Grid view by clicking on the heading and dragging to the desired location. Additionally, you can filter the fields shown in this view by clicking on the Columns button on the far right side.