Prioritization solution - Task lists

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The Planner is the primary tool in Planfix for planning work on tasks. You can display Tasks in various formats, including lists.

Adding a task list

You can create a task list for an employee using several ways:

  • Add a new list and configure it from scratch.

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  • Copy an existing list and edit it.

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"Prioritization" list

Once all employees have been added to Planfix, you can assign managers in the "Prioritization" list to determine the task completion order.

  • Open the Prioritization list for editing.

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Specify the employees who are authorized to sort tasks in the list.

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Employee list

The tasks of each employee are displayed in the planner as separate lists. To do this, specify the name of the employee in each list:

  • Open the employee’s task list for editing.

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  • Enter the employee's name in the list title (1) and enter them as the assignee(2).

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  • Save the changes.


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