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Planfix lets you create custom project roles, which are roles that you add to the system yourself.  
Planfix lets you create custom project roles, which are roles that you add to the system yourself.  


Here's how it works:
'''Here's how it works:'''
*One of the types of user fields that can be added to a project card is an Employee field.
*One of the types of user fields that can be added to a project card is an Employee field.
*Each Employee field added to a project template becomes available in task templates. It appears in the list of assignees, participants, and auditors.
*Each Employee field added to a project template becomes available in task templates. It appears in the list of assignees, participants, and auditors.


   
   
==Creating custom roles==


This let's you create any number of roles, add them to a project template, and then select employees to fulfill the roles when creating a new project using this template.


The tasks in a project created using this template will automatically inherit these settings. The tasks will involve the employees selected for this specific project.
New fields can be added when editing or creating a project template:


In Planfix it is possible to create custom (i.e., add your own) role in the project. This mechanism works in the following way:
https://pic.planfix.ru/pf/QB/BhHuS8.png


*One of [[Types of custom fields | custom fields]], which can be added to the project card is [[Employee]].


*Each attached to a [[Project templates | project template]] field of this type becomes available in the [[Task templates]] in the list of [[Assignees]], [[Participants]] and [[Auditors]] of the task.
Select the Employee field type. Give it a name and configure its access:


https://pic.planfix.ru/pf/DP/chTyjo.png


This allows you to come up with any role (or several), add them to the project template, then when creating new project template select the specific employees who will perform these roles.


Objectives of the project created by this template will automatically inherit these settings and are placed at selected for this specific project staff.
Transfer the field you've created to the appropriate spot in the project card:




== Creating a custom role ==
https://pic.planfix.ru/pf/2s/C7j5Um.png


In the edit or create card of [[Project templates | project template]] add a new field:


Now the custom field will be in all projects created using this template.


https://pic.planfix.ru/pf/1m/FEo0Y7.jpg


==Using custom roles in a project's task templates==


Choose a [[Types of custom fields | field type]] - "'Employee"' and set its name, then set access rights:


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:


https://pic.planfix.ru/pf/8H/rUg9ot.jpg


https://pic.planfix.ru/pf/rv/gXLHmx.png


Move the created field to the desired place in the project card:


==Creating a project using a template with custom roles==


https://pic.planfix.ru/pf/j9/as2YHl.jpg


When creating a project using a template, you will only need to specify once who should fill what role in the project:


Now the custom field will be present in all projects created for this template.


https://pic.planfix.ru/pf/Nt/fM3JM4.png


== Use of custom role in the project task templates ==


Project tasks will automatically be assigned to the selected employees:


In [[Task templates within the project templates | task templates]] inside [[Project templates | template of this project]] as the assignee / participant / auditor it is necessary to choose not the concrete person, but the corresponding field of the project:


https://pic.planfix.ru/pf/QN/pEk60n.png


https://pic.planfix.ru/pf/Uc/FGKPeB.jpg




== Creating a project from template with custom roles ==
==Changing the user in a custom role within an existing project==




Thus, when creating a project from a template, it will be sufficient to specify once who will be present in this or that role:
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:
 
 
https://pic.planfix.ru/pf/2e/28Oarq.jpg
 
 
And the tasks of the project will be immediately assigned to selected employees:
 
 
https://pic.planfix.ru/pf/9o/eVhsPN.jpg
 
 
== Changing the user for a custom role in the created project ==




You can replace the employee in the selected custom role, and distribute this change to all project tasks created from the template using the appropriate role:
https://pic.planfix.ru/pf/TF/joPwnN.png




https://pic.planfix.ru/pf/2z/uFePRE.jpg


== Go to==
== Go to==
*[[Projects]]
*[[Projects]]
*[[Custom (configurable) fields of the project]]
*[[Custom project fields]]
*[[Roles in project]]
*[[Project roles]]

Latest revision as of 20:05, 22 May 2020

Planfix lets you create custom project roles, which are roles that you add to the system yourself.

Here's how it works:

  • One of the types of user fields that can be added to a project card is an Employee field.
  • Each Employee field added to a project template becomes available in task templates. It appears in the list of assignees, participants, and auditors.


Creating custom roles

New fields can be added when editing or creating a project template:


BhHuS8.png


Select the Employee field type. Give it a name and configure its access:


chTyjo.png


Transfer the field you've created to the appropriate spot in the project card:


C7j5Um.png


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:


gXLHmx.png


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:


fM3JM4.png


Project tasks will automatically be assigned to the selected employees:


pEk60n.png



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:


joPwnN.png


Go to

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