Process admins and project admins can import a task list from Word.
In Midaxo, you can build your task list manually, but a faster way is to import it from an existing Word file. Word importer takes the structure of any Word document and adds it to your task tree. Each heading is a new task and the associated text will be added as a task guide. Download our sample Word document to get more information about the required document structure.
Note: Midaxo supports Word 2010 (.docx) files.
To import tasks from Word, follow these steps:
1- When you are on the Tasks page, click the “Import” button on the Task toolbar. A dropdown menu will appear. Click “Import from Word”.
2- You will be prompted to choose the Word document you'd like to import. Choose a Word doc from your computer.
3- Review the tasks to be imported in the document. If tasks contain texts, you can decide for them to be imported as "Deal Notes/Goals" or "Guide." When everything looks good, click Import.
4- You will be directed back to the Tasks page with the task tree updated. If you already have tasks there, the new tasks will be placed at the bottom of the task tree. The new tasks will be highlighted yellow.