1. Create Your Organization
Start by setting up your organization structure in Allex. This will be the foundation for your entire setup.
2. Set Up Your Calendars
Define your organization-wide calendar to align holidays and company vacations for your members, resources and projects. Create roles found within your organization which will be assigned to resources.
3. Creating Working Time Models and Define Roles
Working time models define how many hours and on which days your team members work in a week. You can set up different models for full-time, part-time, or shift workers. Additionally, you can create different roles which exist cross your organization. The working time models and roles can be assigned to the single resources in the team boards.
π Adding roles Β»
4. Add Members and Give Permissions
Ensure collogues have been invited to the Allex platform with the appropriate permissions for their role.
5. Create Team boards and Assign Resources
Group your resources into teams to simplify planning and improve clarity across your organization.
6. Create a Template
Save time by creating templates for recurring project types. Templates allow you to easily reuse workflows and structures.
7. Useful tips for Maximum Productivity
Get even more out of Allex with these useful tips, straight from the Allex team!
π 5 Tips to Maximize Your Productivity with Allex
You're All Set!
After completing this guide your Allex workspace is ready for action. For any help along the way, our support team is always just a click away π¬