Hi,
I have a newly created project which uses many rules to create project ‘logs’ from templates. In testing, every time a project is created from the template (based on the rule), it adds me as a project admin. I do not want this to happen but cannot understand what is triggering the addition of me to the newly created projects.
In the rule I have ticked the box ‘add task collaborator as project members’ and i have a rule in place in a preceding section of the project to remove me as a collaborator and have verified that this is working.
In the template itself that the project is being created from, i am not listed as an auto add, although i am the owner of the template. The permissions on the template are to add ‘members’ as project admins which is correct. I want the collaborator listed in the task in the new project to be the sole project admin in the project created from the template in the rule.
I’ve also tried AI but there is no action in a rule to ‘remove members’ so this isn’t working nor will it work.
Can you help?
Hi @Niamh_Sheridan , are you by any chance the assignee of the task, before it gets converted to a project (based on a template)?
And when you mean ‘an auto add’ you have checked that you are not listed in the Template’s members, in Step 1 of the template editor, in the top right corner, right?
Hi @Richard_Sather ,
Thanks for coming back to me.
No i’m not the assignee as it’s a workflow that produces a series of logs before assigning the overall task to a PM at the end. I have no assignee until the final section which is after this step as i have AI spinning up lots of project logs and i don’t want the ‘Assignee’ notified until all is complete at the end so they are added by a rule then.
And yes, i’m definitely not in the template as a member or Project Admin:
In the rule converting the task to a project using the template, adding collaborators as project members is working (with the PM added as a collaborator). I wondered if, as the project is created by a rule which is in itself triggered automatically, does it need a Project Admin assigned in the first place and the only link i have then is i created the rule?
I should add that i had added a rule to remove me as a collaborator also before the project is created, so the addition of collaborators as members should not take me into account. This rule is working in that i can see me being removed as a collaborator before the project is created.
Would there be any update on this issue or advise if i’m doing something wrong here? I have a fairly complex but really helpful set of projects ready to go live which will hugely improve out project kick off documentation with the exception of this issue. Every log created will have me as an admin which is not ideal.
Chat bot is working as expected now
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