What do you need to do:
If you are using multiple process pipelines to manage your M&A process (e.g. separate pipelines for deal identification, evaluation/due diligence and integration) you will need to push a project card from one process pipeline to another
Since process pipelines are separate instances, Midaxo is unable to link the same project across multiple process pipelines
Thus, to push a project card from one process pipeline to another, a copy of the card is created on the new process pipeline
What’s the best way to do it:
- Decide what cover page data you want to copy over to the new process pipeline
- Configure the cover page on the new process pipeline to include the relevant fields
- Make sure that the fields have the exact same type, title, and choices as in the previous process pipeline
- Confirm that all processes share the same user list, even if the users do not have the same User Level Role across all process pipelines
- If some user profiles are not present, add the user as a Contact
- On the Project Overview page, select the three-line icon next to the project name and click ‘Copy to Another Process’.
- Select the desired process (pipeline), where you would like to create a copy of the project, and click ‘Copy’
- Navigate to the new process pipeline and access the project card