FAQs
Folder for all FAQ's about the platform
Phundex Template A Phundex template has been pre-configured and pre-loaded onto the Phundex Platform for anyone to review and use. It is a starting point d...
Thu, 6 Oct, 2022 at 2:12 PM
You can find the Phundex Glossary here: https://phundex.com/phundex_resources/phundex-glossary/
Thu, 6 Oct, 2022 at 2:16 PM
How are Pathways Structured? Each Pathway consists of a series of Stages. Stages can either be selected from the drop-down menu, or a new Stage name can b...
Thu, 6 Oct, 2022 at 2:31 PM
1. Select the Pathway you wish to duplicate 2. Click the ellipses to the right of the Pathway in the list and click the star beside "Add to My Templat...
Thu, 17 Feb, 2022 at 3:59 PM
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 ...
Thu, 6 Oct, 2022 at 2:42 PM
Here is the most recent list of Pathway Templates available on the Phundex Platform- check back often as we update them regularly. You can look up each ...
Wed, 17 Apr, 2024 at 1:40 PM
Booking a Demo You can check out the following videos to understand how to use the Phundex Platform: How to use the Phundex platform https://youtu....
Thu, 6 Oct, 2022 at 3:24 PM
How to duplicate a Task with "No Attachment" 1. Click the ellipses beside the task 2. Select "Copy Task" 3. Name the Task 4. ...
Thu, 6 Oct, 2022 at 3:44 PM
How to duplicate a Task with "No Attachment" 1. Click the ellipses beside the task 2. Select "Copy Task" 3. Name the Task 4. Cli...
Thu, 6 Oct, 2022 at 3:46 PM
How to duplicate a Task with a file or Form attached from the Data Room 1. Click the ellipses beside the task 2. Select "Copy Task" 3. Name th...
Thu, 6 Oct, 2022 at 3:48 PM