Prioritization: Difference between revisions
From Planfix
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==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]] |
Revision as of 10:40, 6 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
- Customize task card display in the list