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
- Single Process vs Multiple Process
- Requesting Information From a non-Midaxo User
- Properly Configuring a Q&A (internal DD)
- Organizing Projects by Workstream
- Managing Your Personal Tasks in Midaxo
- Managing Projects: Hidden Stage vs. Archive
- Managing License Consumption
- Managing Buyer Permissions During a Divestiture
- Managing a Project Across Processes
- Linking issues in due diligence to PMI plans
- Linking documents using the task email
- Intro to the Progress Tab
- How to Set Up a Sandbox Environment for Pre-Launch
- How to "Flip" a License
- Fixing Import Date Formatting Errors in Excel
- Exporting the Activity Tab
- Daily Workflow in Midaxo
- Customizing the "My Tasks" Dashboard in Analytics
- Choosing Visible Fields
- Assigning Multiple Tasks to a single user (PC only)
- Archiving Non-Active Targets
- Archiving Completed Projects as Templates
- Adding Dependencies through the Schedule View