How do I add employees to assign them tasks?

All you need is to create a manager, set their personal email and password. Then, you can assign tasks to them and they will receive special notifications.

Step-by-Step Instructions

To set up employees and assign them tasks, follow these simple steps:

1. Create Employee Credentials: Go to Settings > Managers and click Create. Enter the employee's title, email address, and set a password. Note: This requires an active subscription.
2. Assign Permissions: Under the Manage permissions section in their manager profile, make sure the Tasks checkbox is selected. This allows them to see the tasks module and lists them as eligible assignees.
3. Create and Assign Tasks: Go to the main dashboard or tasks module. Click Create task. In the dialog box, complete the task details (room, title, description, status, due date).
4. Set Responsible Person: In the Responsible dropdown menu, choose the employee you want to assign the task to.
5. Send Notifications: Toggle the Send email switch to ON. This automatically sends a detailed task description email to the employee.
6. Save: Click the Create button to save and dispatch the task.