Prioritization solution - Adding employees
From Planfix
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: