FAQs
Folder for all FAQ's about the platform
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 5:53 AM
How to duplicate a Task with a Phundex Defined Form 1. Click the ellipses beside the task 2. Select "Copy Task" 3. Name the Task 4. Name the...
Thu, 17 Feb, 2022 at 2:36 PM
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 5:54 AM
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 5:55 AM
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 5:56 AM
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....
Thu, 6 Oct, 2022 at 4:14 PM
How to create a Task with an "Upload File" 1.Select a Pathway. 2.Select a 'Stage' displayed in the secondary menu. 3. click "Crea...
Thu, 6 Oct, 2022 at 4:18 PM
How To Create a Task with a "Phundex Form" Select a Pathway Select a 'Stage' displayed in the secondary menu. Click the 'Create N...
Thu, 6 Oct, 2022 at 4:21 PM
Google Chrome is the best browser to use on a Mac or Apple Computer as Safari can cause problems with file uploads. Make sure to click "Options" t...
Tue, 8 Mar, 2022 at 5:24 PM
It is important to put information in the description of the task so the person who is assigned to the task has instructions they can read to complete the t...
Wed, 9 Mar, 2022 at 2:18 PM