Security
Platform Best Practices
- What to Import to the Cover Page
- Using the Cover Page for Project Updates
- Using Task Dependencies to Link Tasks
- Update Tasks Through Export/Import in Excel
- Understanding Default Process Behavior
- Strategically Configuring your Pipeline Stages
System Administration
- How do I add users to a new process?
- How do I change my personal information?
- How do I choose where my account is hosted (EU/US)?
- How do I convert a contact into a user and vice versa?
- How do I get a new password?
- How do I remove/delete/block a user?
Projects in Midaxo
- How do I send comments and replies?
- What are action items and weekly email notifications?
- How do Event reminders work?
- How do I create/edit Events?
- How do I delete Events?
- How do project Events work?
Process Management
- How do I copy and paste tasks into Midaxo?
- How do I export data from my account?
- How do I import multiple projects from my Excel file?
- How do I overwrite cover page values in multiple projects at once?
- How do I add a new stage to the pipeline?
- How do I edit or remove a stage?
Analytics and Reporting
- Can I use Excel for reporting and analytics?
- Other reporting options in Midaxo
- Midaxo Widgets
- How do widget conditions work?
- Report Wizard
- Report Viewer