Custom roles in project
Planfix lets you create custom project roles, which are roles that you add to the system yourself. Here's how it works:
- One type of custom field that you can add to a project card is an Employee field.
- Each type of this field added to a project template becomes available in task templates. It appears in the list of assignees, participants, and auditors.
This feature allows you to define any role (or multiple roles), add them to a project template, and assign them to specific employees when you create a new project based on the template.
Tasks within the project created with this template automatically inherit these settings and are assigned to employees intended for the corresponding roles.
Creating custom roles
- When editing or creating a project template, add a new field by clicking the plus.
- Select the Employee field type and specify the name; here you can also set access for the field:
- Move the field you've created to the appropriate spot in the project card:
- Now the custom field will be in all projects created using this template.
Using custom roles in a project's task templates
In task templates within this project's template, we need to select project fields (not specific people) for the roles of assignee, participant, and/or auditor:
Creating a project using a template with custom roles
- When creating a project using a template, you will only need to specify once who should fill what role in the project:
- Project tasks will automatically be assigned to the selected employees.
Changing the user in a custom role within an existing project
- It's possible to change the employee in a selected custom role. Your changes will be applied to all task projects created using the template that contains the role.
- To do this, in the Project details specify the new employee. The system will offer to apply the change to all active tasks whose templates use this role.