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 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.
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.
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:
