Workgroups

From Planfix
Jump to: navigation, search

To make work in Planfix more convenient, you can bring employees together in various workgroups, for different departments or teams. These groups can be assigned different roles in tasks and projects, and given access to contacts, directories, and other information.

You can view all existing workgroups in a list in the Employees section.

In the Workgroups tab, you can:

By default, there is only one group in Planfix: All employees. This is a system group; it cannot be deleted or renamed. All newly created employees are automatically added to this group.

Creating workgroups

To create a new workgroup, click the New group button:  

  • In the window that opens, give your new group a name.
  • You can also assign the group an avatar.
  • And select which users will be in it from a list of company employees.

When you click the Create group button, the group will appear in the list of workgroups.

Pay attention to the checkbox "Display in the lists for choosing assignees and participants" in the group settings:

  • If the checkbox is activated, the group is available for selection.
  • If the checkbox is not activated, the group cannot be selected, including in scripts. If you uncheck it and the group was previously notified via automated scripts, it will stop being notified per the settings.

Adding employees to a group

There are several ways to add employees to a workgroup:

1. When creating a new group (see above) or editing an existing group.

2. Adding to an existing group by going to the group and clicking the Add to group button.

3. In Company structure.

Operations with employees of a group

You can select one or more employees of a group and perform a standard operation on them by clicking the Change button.

Deleting workgroups

You can delete one or more groups by selecting them in the list and clicking Delete.

Employees who were members of the deleted groups will automatically be removed from tasks/projects where those groups were added in any role.


Go To