Prioritization solution - Adding employees

To add an employee who is to work with tasks in the Prioritization solution, follow these steps:

• Navigate to Employee and click on New employee.

• Fill in the employee’s first name, last name, and email address.
• Add the employee to the corresponding group in the Groups section.

• Click on Save to create employee.
• To edit or create new group names, select Employees — Workgroups, select the desired:

• Open the card of the newly created employee and go to the Settings tab. Set the default section and the default task filter for the employee:

The employee will receive an invitation email with an activation link. After following the link, they must set up a login and password for Planfix. After logging in, they are redirected to the Employee workload planner and can start working immediately.

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• Prioritization
• Ready-made Solutions