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