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:

• One of custom fields, which can be added to the project card is Employee.

• Each attached to a project template field of this type becomes available in the Task templates in the list of Assignees, Participants and Auditors of the task.

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.

Creating a custom role

In the edit or create card of project template add a new field:

Choose a field type - "'Employee"' and set its name, then set access rights:

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

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 inside 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:

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:

And the tasks of the project will be immediately assigned to selected employees:

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:

Go to

• Projects
• Custom (configurable) fields of the project
• Roles in project