Prioritization solution - Adding employees: Difference between revisions

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*Open the profile of the newly created employee and go to the Settings tab
Set the default section and the default task filter for the employee.

Revision as of 12:23, 7 February 2025

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.

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

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

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  • Open the profile of the newly created employee and go to the Settings tab

Set the default section and the default task filter for the employee.