How To Create a Task with a "Create New Form"
- Select a Pathway; Suggestion: Use arrow button to follow instructions in a new window
- Select a 'Stage' displayed in the secondary menu.
- Click the 'Create New Task' button on the Stages screen.
- Add the new Task's details.
- Select 'Create New Form' option
- Add Data Fields
- Click the pencil to save
- Click "Create"
How to create a Task with "no attachment"
1.Select a Pathway
2.Select a 'Stage' displayed in the secondary menu.
3. click "Create New Task"
4. Name the Task
6. click "Next
7. click the "No Attachment" box
8. click "Save"
How to create a Task with an "Attachment Required"
1.Select a Pathway
2.Select a 'Stage' displayed in the secondary menu.
3. click "Create New Task"
4. Name the Task
5. click "Next
6. click the "Attachment Required" box
7. click "Save"
How to create a Task with an "Attach File or Form from Data Room"
1.Select a Pathway
2.Select a 'Stage' displayed in the secondary menu.
3. click "Create New Task"
4. Name the Task
5. click "Next"
6. click the "Attach File or Form from Data Room" box
7. Select the file or form from the dropdown
8. click "Save"
How to create a Task with an "Upload File"
1.Select a Pathway
2.Select a 'Stage' displayed in the secondary menu.
3. click "Create New Task"
4. Name the Task
5. click "Next"
6. click the "Upload File" box. Please note that all (.jpg, .jpeg, .png, .svg, .doc, .docx, .ppt, .pptx, .xls, .xlsx, .pdf,
or .pdfx) files under 50MB will be accepted
7. Click the "Select Files" button and select the file you would like to upload
8. Enter the document name
9. click "Save"
How To Create a Task with a "Phundex Form"
- Select a Pathway
- Select a 'Stage' displayed in the secondary menu.
- Click the 'Create New Task' button on the Stages screen.
- Add the new Task's details.
- click the "Add a Phundex Form" box
- Select the predefined form from the dropdown
- Name the Form
- Click "Save"
