My Company uses a form to create a task on a board. I am a Project Admin on the intake board, along with several others. These tasks are then later converted to a project using a project template. When converted from tasks, the projects are placed into a portfolio for which I am Portfolio Admin. The problem is that these projects have one of the other Intake Board Project Admins as Rule Owner, even though that person has no role in my Portfolio.
How are the rule owners assigned? I need to be rule owner.
Hello @Scott_Thomas2 - first off, welcome to our community forum!
Rules are going to be assigned to the user who creates them. I will link a guide article that covers the settings of a rule that shows who the owner is.
When a task is converted into a project from a template, who “creates” the rules? I created the template, and I am a Project Admin for the board that contains the rule that creates a project from a task. But a different Project Admin is being assigned as rule owner.
When a rule is copied or duplicated via project templates, the user who creates a project from the template will become the rule owner.
This means that when you convert a task to a project using a template with rules, you (as the person doing the conversion) become the owner of those rules in the new project, not the original rule creator.
Thats what I would expect, but thats not whats happening. A different Project Admin is being assigned as the rule owner, even though I created the rules, and also triggered the action that triggered the rule to convert the task to a project.
After some experimentation, it appears that the rule owner is whoever created the project that the rule is being triggered from, regardless of who created the rule or triggered it.
