FAQs

Folder for all FAQ's about the platform

Should I make someone a Team Member or a Guest?
When deciding whether someone should be added to a Pathway, you need to decide how you want them to participate in the process or transaction.  If you want ...
Tue, 23 Aug, 2022 at 5:26 PM
How to Add a Stage to a Pathway
  1. Select the 'Pathways' menu option. 2. Select an existing Pathway from the list. 3. Click the '+Add Stage' button in the menu 4. Either...
Thu, 21 Oct, 2021 at 7:47 PM
Creating Dependent Tasks and Changing Task Order
As an Administrator or Manager you can make Tasks dependent on others.  You may want a document to be reviewed by someone else before it is moved into final...
Wed, 7 Sep, 2022 at 2:36 PM
How to Create a Task with an Attachment
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...
Mon, 14 Aug, 2023 at 5:52 AM
Making Stages and Pathways inactive
As a Manager or Administrator, if you decide you no longer need a Stage within a Pathway, or even a whole Pathway, you can mark it as "Inactive". ...
Thu, 29 Sep, 2022 at 12:39 PM
How to Assign a Team Member to a Task
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...
Mon, 14 Aug, 2023 at 5:48 AM
How to Edit an Existing Form in a Pathway
Editing existing forms increases efficiency and saves time during work.  If you have created a form to gather information, or have forms in Phundex Pathway ...
Fri, 26 Aug, 2022 at 4:06 PM
How to assign a Task to a Guest
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...
Mon, 14 Aug, 2023 at 5:51 AM
Changing the Order of Stages
An admin or manager can change the order of stages in a pathway.  This can be done by clicking on the stage you want to move and dragging it above or be...
Wed, 7 Sep, 2022 at 5:07 PM
How to Comment on a Task
1. Click on the 'Pathway's menu' option 2. Select a Pathway in the list. 3. Click on a 'Stage' in the sub-menu 4. Click on a 'Task&#...
Tue, 20 Sep, 2022 at 5:55 PM