Custom roles in project: Difference between revisions

Revision as of 03:11, 19 November 2019

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:

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

Transfer 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 contain the role:

@@ Line 6: / Line 6: @@
+==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:
-*One of [[Types of custom fields | custom fields]], which can be added to the project card is [[Employee]].
+<screenshot>
-*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:
-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.
+<screenshot>
-== Creating a custom role ==
+Transfer 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:
+<screenshot>
-https://pic.planfix.ru/pf/1m/FEo0Y7.jpg
+Now the custom field will be in all projects created using this template.
-Choose a [[Types of custom fields | field type]] - "'Employee"' and set its name, then set access rights:
+Using custom roles in a project's task templates
-https://pic.planfix.ru/pf/8H/rUg9ot.jpg
+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:
-Move the created field to the desired place in the project card:
+<screenshot>
-https://pic.planfix.ru/pf/j9/as2YHl.jpg
+Creating a project using a template with custom roles
-Now the custom field will be present in all projects created for this template.
+When creating a project using a template, you will only need to specify once who should fill what role in the project:
-== Use of custom role in the project task templates ==
+<screenshot>
-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:
+Project tasks will automatically be assigned to the selected employees:
-https://pic.planfix.ru/pf/Uc/FGKPeB.jpg
+<screenshot>
-== 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:
+Changing the user in a custom role within an existing project
-https://pic.planfix.ru/pf/2e/28Oarq.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 contain the role:
-And the tasks of the project will be immediately assigned to selected employees:
+<screenshot>
-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==