Your first task in Fivexer, and who it goes to
Chapters
A new Fivexer workspace opens on one question: what should happen first? This guide takes the first answer. You send one task, watch the engine decide who gets it, and then pick that task up on your phone. The person it finds is you, which keeps the first run short and lets you see both sides of the product in about ninety seconds.
Name the task and the skill it needs
Give the task a name your team would recognise, then pick the one skill it needs. The skill is what matters to the engine, because it decides who is allowed to take the work. You can add more skills later, but one is enough to see a match happen.
Say who does this kind of work
The form asks whether the work is done by you, by your team, or by both. Choosing yourself puts you on shift as the first person the task can reach. Choosing a team comes later, once you have invited people to the workspace.
See the match, and the reason for it
The engine decides the moment the task arrives, and it keeps a record of why. Every match works this way, so you can always open a decision and see everyone who was considered and why the others were not chosen. The matching overview explains the rules behind that record in more detail.
Pick it up on your phone
Your sign in for the worker app is created for you. The ID comes from your email address and the PIN is chosen for you, so there is nothing to invent and nothing to wait for. Scan the code, and the task is waiting in the app your crew will use.
After that, Next up keeps the rest of your setup in one place. The next guide explains the three ways into a workspace: the console, the worker app, and supervisor access.
Transcriptthe full narration, 7 paragraphs
You've just signed up, so let's send one task and watch it find the right person. In this guide, that person is you.
The first screen asks what you want to happen first. The first option sends each task to someone who can do it. The second one builds a week of cover. We'll start with the first.
Give the task a name your team would recognise, then pick the skill it needs. One skill is enough, because the skill decides who is allowed to take it.
Next, say who does this kind of work. Pick Me, which puts you on shift as the first person it can reach, and then send it.
It found you straight away, and it kept a record of why. Every match does, and the full decision is one click away.
Now pick the task up on your phone. Your sign in is already made: the ID comes from your email, and the PIN is picked for you. Scan the code to open the worker app.
Your first task has been sent and is waiting on your phone. Next up keeps the rest of your setup in one place, and the next guide shows the three ways into your workspace.