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  1. Midaxo Support - Help Center
  2. Midaxo Core Platform
  3. Platform Best Practices

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
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