Phundex

Deleting Documents from Tasks A document can be removed from a task by a Manager/Client Admin by:  1. Clicking on the three ellipses of the task from w...

Making a Task Recur A Client Admin or Deal Manager can make a task recurring by:  1. Clicking 'Edit Task'.  2. Activating the 'Is Recurrent&#...

Editing Tasks after Completion When a Team Member has marked a Task as complete, only they and the Manager/Client Admin can change that status. The Team Me...

Copying Completed Task Forms and Documents with Data? As a Client Admin/Deal Manager you can copy a completed document or form with all its information ...

Viewing Active and Inactive Pathways When a user goes into the pathway or stage overview screen they will automatically see the 'Active' pathway...

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 P...

When a file is shared with an external user, it is possible for them to download a copy of it by following these steps:  1. Go to the email notification...

As a temporary user, if you are asked upon logging in to select a subscription plan, this step can be skipped and the temporary useres do not have to sign u...

Accessing a Task as a Guest After a task has been assigned to a guest, they should follow these steps to access it:  1. Go to the email notification st...

Amending Documents and Forms To amend a document or form that has been assigned to you, follow these steps:  1. Go to the pathway and stage where th...