Welcome to Midaxo Pipeline+!
This getting started article will highlight the steps you and your team need to make to get up and running on the platform. From configuring the Pipeline Stages and Cover Page fields to adding Users and Groups.
By the end of this article, you will be ready to import your Pipeline Tracker into the Platform. To import your pipeline tracker, you need to configure the Stages and Cover Page Template within Pipeline+. Every Target in your pipeline tracker needs to be assigned a specific stage (column within pipeline tracker), those stages need to be reflected in the Stage Settings. Every column header in your pipeline tracker (except target name and stage) needs to be reflected in the Cover Page Template.
Please follow the steps below to get started on Pipeline+.
Getting Started Articles
Configure the Cover Page Template.
Configure the Pipeline Stages
- Select Settings on the top-right corner.
- Select the Stages tab on the left-hand side.
- Create a new Stage by selecting Add new Stage on the right-hand side of the page (use scroll bar if needed).
- Delete a Stage by clicking the Trash Can on the bottom of that Stage.
- Edit the Stage Name or Description by clicking on the Stage Name/Description for a specific Stage.
- Drag and drop a Stage column to move the order of the different Stages.
Configure the Cover Page Template
- Select Settings on the top-right corner.
- Select the Cover Page tab on the left-hand side.
- Add a new Group on the Cover Page by selecting +Add new group.
- Name the new Group.
- Choose if this Group will be hidden from the Cover Page.
- Hidden Groups are not visible for any User on the Cover Page, but they are not fully deleted either so they can be easily added again when needed.
- Click Create to create the new Group.
- Edit a Group by selecting the pencil icon next to the Group Name.
- Remove a Group by removing all fields within that group and selecting the Trash Can next to the Group Name.
- Add a new Field to a group by selecting +Add new Field at the bottom of that group.
- Select the Field Type you want to add and populate the required fields.
- Archive a field by selecting the red '-' icon or by clicking and dragging it to the Archived Fields section.
- This field is not deleted but archived and can be added back if needed. Archived Fields can be found at the bottom of the Cover Page Template in the Archived Fields section.
- Delete a field by selecting the Trash Can icon next to a Field in the Archived Fields section.
- Click and drag a Group or Field on the Field List to a different position to change the order or to move it in/out the Archived Fields section.
Select Visible Card Fields
- Selecting visible card fields allows you to determine which cover page fields appear in the project card within the pipeline view. Please follow steps below to construct your visible card fields.
- Select Settings on the top-right corner.
- Select the Card fields tab on the left-hand side.
- Add a new Card field by using the drop-down list on the bottom of the Field List.
- Delete a Card Field by selecting the Trash Can next to the Card Field you want to delete.
- Drag and drop a Card Field in the Field List to change the order.
Add Users
Only Users with Admin rights can add new Users to Midaxo.
- To add a new User, select the Users Module on the top-right corner.
- Select the Users tab on the top-left and hit +User on the upper-right.
- Enter the User's email.
- Populate the required fields and hit create. Once done the new User will receive an email with steps to log into the Midaxo platform.
- You have the option to set the User Role to one of the following:
- Admin: Full access to the entire platform.
- Power User: Full access but unable to add new users / edit existing users.
- Member: Basic user who only has access to the Pipeline. Members need to be added to individual projects in order to get access to that Project. Members have the ability to create new projects.
Add a Group
Only Users with Admin rights can add new Groups.
- Add a new Group by selecting the Users Module on the top-right corner.
- Select the Groups tab on the left-hand side and select +Group on the upper-right corner.
- Name the new Group, add a description (optional) and hit Create.
