Is there any way to define “roles” for a project template, then assign tasks within the template to that role rather than to a specific person? Then, when a new project is created from that template, you could put in the people who will be filling each role, and the tasks would be assigned to them. …

I have just found this existing feedback request I recommend upvoting: Create User Role for templates. I will go ahead and merge your request into the other thread :slight_smile:

Project Templates: Auto-assign tasks based on roles?

English Forum Tips and Tricks

Andrea_Mayer Split this topic 13 September 2022 21:58 4

A post was merged into an existing topic: Create User Role for templates.

Topic		Replies	Views
Create User Role for templates. Features Launched custom-template , assign-tasks , launched	47	10323	1 March 2023
Auto-Assign Collaborators by Project Role (in Project Template) Product Feedback productivity , projects , tasks , automation , collaborators	11	2816	31 March 2025
Create rule trigger to assign to "Project Owner" or other project role(s). Product Feedback projects , tasks	10	1923	7 November 2024
Fill project roles after project creation Product Feedback project-roles	24	4129	10 April 2025
Specific project roles within a master template Tips and Tricks projects	4	745	27 September 2023

Project Templates: Auto-assign tasks based on roles?

Related topics