Departments

Create departments

You can create as many ** Departments** you need.

On the main menu select the DEPARTMENT page under the Admin section.

On the main page, you can create new departments. Click on the +Add a department button .

To add a department, you need

• (1) The name of the department
• (2) The color

Click on Confirm to save your changes.

Once you finish creating the department, the page should look like this.

Modify departments

You can modify any Department you need.

On the main menu select the DEPARTMENT page under the Admin section.

On the main page, you can edit all the departments already created .

You can change :

• (1) The name of the department
• (2) The color

Click on Confirm to save your changes.

Once you finish modifying the department, the page should look like this.

Organize your task types into Departments

You can now link your freshly created Department to Task Types.

On the main menu select the TASK TYPES page under the Admin section.

You can notice the empty column on the left part of the screen Department.

You need to edit the Task Types to add Department

You can notice the Department option. You can select any previously created department to link to this specific task type.

Once you're done, the Task types page should look like this.

Link people to departments

You can now link your freshly created Department to People.

On the main menu select the PEOPLE page under the Admin section.

You can notice the empty column on the right part of the screen Departments.

You need to edit directly a People entry to link a Department to this person.

You can notice the Department option. You can select any previously created department to link to this specific task type.

Once you're done, the People page should look like this.