Create rule trigger to assign to "Project Owner" or other project role(s).

[Chelsey_Hnyp]

We are a marketing agency and it would be great to be able to create project/task templates that would have fields for “Project Owner” or other roles since the tasks will stay the same but the account manager will be different.

[Andrea_Mayer]

Welcome to the Asana Community Forum @Chelsey_Hnyp !

Have a look here:

@Erfaan_Arif

Hi there!

Thanks for sharing your feedback with us. I’m happy to share we’re rolling out Variable Assignees in Templates!

With Variable Assignees in Templates, you’ll be able to create a project role in your template and assign tasks to a project role, giving your team guidance when they use the template.

How does it work?
To add a project role in templates, convert a project into a template/edit an existing template and you’ll see “Project roles” in the left hand side bar to add different project roles.

When you’re ready to kick off your project, you’ll be prompted to set an assignee for each project role

When?
This feature has already begun rolling out in stages!

[Chelsey_Hnyp]

Thanks! Any idea when this feature will be available to us?

[anon88956119]

Are there further features in the works for this? For example, I have project boards being created from an automation - converting a task to a project. When using the updated template with roles added, there is no prompt when creating the new board to assign roles. It would be great to be prompted by the conversion OR at minimum be able to add the same project roles on the overview page and the automation could run after the board has already been created.

[Zach_Ciaburri]

Any update on this? It would be great to be able to use project roles in rules. I.e. if event status changes it creates a subtask assigned to [project role].

[Chelsea_Ford]

The project roles are great! When will we be able to create rules and assign those rules to a project role? (Rather than assigning rules to a specific individual). Will we also be able to assign a role as a “Form Approver”? For example, we have a template for supervisors to use with their direct reports. We’d like to assign the supervisor to be the form approver whenever a new project is created from that template. But of course, the supervisor is different depending on who is creating the project, so we’d like the template Form Approver to be assigned as a role, not a specific person. Thanks!

[Szymon_Pieprzyk]

This would be great. I am also very much looking forward to the addition of such a feature