Product Releases
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Pipeline Management
- Creating a New Process
- Configuring Pipeline Stages
- Project and Touch Point Document Search
- Configuring the Cover Page Template
- Using Symbols/Emojis in Cover Page Fields to Create Traffic Lights etc.
- Creating Calculated Fields
User Management
- Adding Users
- Process Group Permissions
- Summary of Workspace Roles and Group Permissions
- Project Group Permissions
- Removing User Access
- Adding VDR (Virtual Data Room) Guests
Touch Points
Task Management
- Getting Started with Task Management
- Upload Task Documents
- Download Task Documents
- Task Export Options
- Delayed Task Status Automation
- Q&A
Virtual Data Room (VDR)
VDR (Virtual Data Room) Guests
Slides
- Create a Slide
- Slides: Elements
- Creating a Project Table
- Creating a Project View Report (Single Project)
- Slides: Charts
- Slides: Applying Multiple Filters
Analytics
- Start a New Report (Visualization)
- Editing an Existing Report
- Editing Reports: Data Sections
- Add Dashboard Filters
- Analytics Not Working in Chrome?
- Analytics Not Working in Safari?
Integrations, Mobile App, and Workspace Export
Privacy, Security, Logging In, Single Sign-On
- Configuring Single Sign-On (SSO)
- User in Multiple Midaxo Workspaces
- I Didn't Receive my Password Reset Email
- Enrolled in Multi-factor Authentication? Follow these steps.
- Midaxo Service Privacy Policy
- Activating Multifactor Authentication (MFA)