Phundex

To assign a Task, you must be logged onto Phundex as either a Manager (someone who creates Pathways) or a Client Admin (someone who has full permission on Phundex).  If you are a Team Member, you will need to contact your Pathway Manager to make changes to the Task (using the comments section on the Task or emailing them).

How To create a Task with a "Create New Form" 

1. Select a Pathway; Suggestion: use arrow to follow instructions in a new window 
2. Select a 'Stage' displayed in the secondary menu.
3. Click the 'Create New Task' button on the Stages screen.
4.  Add the new Task's details.
5. Select 'Create New Form' option
6. Add Data Fields, filling in the 'Name' and 'Data Type' for each one. Click the pencil to save each Data Field. 
7. Click "Create"