Custom roles in project: Difference between revisions

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|title=Custom roles in project
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In Planfix it is possible to create custom (i.e., add your own) role in the project. This mechanism works in the following way:
Planfix lets you create custom [[project roles]], which are roles that you add to the system yourself.  


*One of [[Types of custom fields | custom fields]], which can be added to the project card is [[Employee]].  
'''Here's how it works:'''
*One [[Types of custom fields|type of custom field]] that you can add to a project car is an [[Employee]] field.
*Each type of this field added to a [[Project templates|project template]] becomes available in [[task templates]]. It appears in the list of [[Task assignees|assignees]], [[Task participants|participants]], and [[Task auditor|auditors]].


*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.  
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==


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.
New fields can be added when editing or creating a [[Project templates|project template]]:


Objectives of the project created by this template will automatically inherit these settings and are placed at selected for this specific project staff.
https://s.pfx.so/pf/Wh/UjuHMI.jpg


Select the '''Employee''' [[Types of custom fields|field type]], name the field, and configure [[Access to custom fields|access]] as needed:


== Creating a custom role ==
https://s.pfx.so/pf/Ux/Sx9Wjo.jpg
Move the field you've created to the appropriate spot in the project card:


In the edit or create card of [[Project templates | project template]] add a new field:
https://s.pfx.so/pf/Qm/yzJY5O.gif


You can also drag and drop it to the appropriate spot as shown [https://s.pfx.so/pf/Fj/eFrJ9T.gif here].
Now the custom field will be in all projects created using this template.
==Using custom roles in a project's task templates==


https://pic.planfix.ru/pf/1m/FEo0Y7.jpg
In [[Task templates as part of project templates|task templates]] within this [[Project templates|project's template]], we need to select project fields (not specific people) for the roles of assignee, participant, and/or auditor:


https://s.pfx.so/pf/Wp/Emud9p.jpg


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


https://pic.planfix.ru/pf/8H/rUg9ot.jpg
https://s.pfx.so/pf/5j/nZ8WCZ.jpg


Project tasks will automatically be assigned to the selected employees:


Move the created field to the desired place in the project card:
https://s.pfx.so/pf/Kn/Lb2WQH.jpg


==Changing the user in a custom role within an existing project==


https://pic.planfix.ru/pf/j9/as2YHl.jpg
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://s.pfx.so/pf/FZ/5tGAJV.gif
Now the custom field will be present in all projects created for this template.
 
 
== Use of custom role in the project task templates ==
 
 
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/Uc/FGKPeB.jpg
 
 
== Creating a project from template with custom roles ==
 
 
Thus, when creating a project from a template, it will be sufficient to specify once who will be present in this or that 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/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 13:41, 23 January 2025

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

Here's how it works:

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

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

UjuHMI.jpg

Select the Employee field type, name the field, and configure access as needed:

Sx9Wjo.jpg

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

yzJY5O.gif

You can also drag and drop it to the appropriate spot as shown here.

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:

Emud9p.jpg

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:

nZ8WCZ.jpg

Project tasks will automatically be assigned to the selected employees:

Lb2WQH.jpg

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:

5tGAJV.gif

Go to