Prioritization: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| (4 intermediate revisions by the same user not shown) | |||
| Line 14: | Line 14: | ||
*view completed tasks grouped by each designer. | *view completed tasks grouped by each designer. | ||
==First steps== | ==First steps== | ||
*Add employees | *[[Prioritization solution - Adding employees|Add employees]] | ||
*Give employees access to the planner | *[[Prioritization solution - Planner access|Give employees access to the planner]] | ||
*Add or edit employee task lists in the planner | *[[Prioritization solution - Task lists|Add or edit employee task lists in the planner]] | ||
* | *[[Settings for displaying cards in a planner]] | ||
==Instructions== | ==Instructions== | ||
* | *[[Setting Up the "Prioritization" solution|Solution setup]] | ||
*Adding | *[[Workgroups|Adding an Employee Workgroup]] | ||
*Creating a task template | *[[Task templates|Creating a task template]] | ||
*Creating a custom set of task statuses | *[[Creating a status set|Creating a custom set of task statuses]] | ||
==Additional Information== | |||
*[https://planfix.com/ready-made-solutions/prioritization-p160 Package] | |||
==Go To== | |||
*[[Ready-made Solutions]] | |||
Latest revision as of 09:01, 17 February 2025
The "Prioritization" is a mini ready-made solution that organizes the design department's work. A key feature of this solution is that project managers can independently prioritize tasks for the design team. The configuration allows you to create tasks for the design department, set priorities for task execution, monitor designers' workload, and display completed tasks grouped by each designer.
With this solution, you can:
- create tasks for the design department
- set task completion priorities
- monitor the designer's workload
- view completed tasks grouped by each designer.
First steps
- Add employees
- Give employees access to the planner
- Add or edit employee task lists in the planner
- Settings for displaying cards in a planner
Instructions
- Solution setup
- Adding an Employee Workgroup
- Creating a task template
- Creating a custom set of task statuses
Additional Information