Project Template Roles in Rule Action is here!

[Richard_Sather]

@Tony_Hulbert

If it was possible to somehow interrupt the creation process (as it is when run manually) to set the desired Assignee to Role ‘per Project’, this would be a huge win!

@Tony_Hulbert, this is exactly what I’ve requested here:

Ability to assign Project Roles when converting a task to a project using a template (manually or via a rule)

Variables in templates for Project roles is a great feature when using a template to (manually) create a project, where we get this handy page during the project creation steps: [image] I am hoping this project roles selection popup will get built into other surfaces such as when converting a task into a project, either by: Convert to > Project action from the task details overflow ... Selecting Project Roles would be great to be included within this dialogue box which acts as a mini-proj…

Seeing that it’s still in-development still gives me hope!

Otherwise, you’re right - you would need to write rules with many many branches to control who the assignees of project roles will be, based particular on conditions (other fields, like a single-select field of ‘type of project’).

But this also may hint at this ability coming in another way:

@Emily_Roman

We’re excited about the potential to expand this further, think pulling role assignments dynamically from custom fields on the task itself, making your automations even more flexible. Stay tuned for what’s next!