Create User Role for templates

It would be helpful in templates to be able to assign a user role rather than an individual or leave it blank. For example, for a client onboarding project template assign tasks to a role of Account Manager and Client Service Rep. Then when the template is used to be able to assign the roles to specific people.

This would minimize having to update templates when someone leaves the company or every time you use the template to remember who is assigned which item.

2 posts were merged into an existing topic: Templates with Assignees by Role/Job Function

3 votes have been moved.