Prioritization solution - Adding employees: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
Line 20: Line 20:
https://s.pfx.so/pf/wE/vl6YMF.jpg
https://s.pfx.so/pf/wE/vl6YMF.jpg


*Open the profile of the newly created employee and go to the Settings tab
*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.
Set the default section and the default task filter for the employee:
 
https://s.pfx.so/pf/bS/UFUCCl.jpg
 
https://s.pfx.so/pf/MN/nWtsQW.jpg

Revision as of 12:29, 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.

VLE9eQ.jpg

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

fO7T2x.jpg

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

vl6YMF.jpg

  • 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:

UFUCCl.jpg

nWtsQW.jpg