Rule templates for template projects

[Niels_Oomen]

Hi All,

For the template projects you can create rules, however for some projects you do not know the exact team yet. In the rule I use: “Check if Assignee is one of…” → Do this: Set Owner to [Role Group]. But cecasue we do not know the teammebers yet. I cannot save this rule.

I do want to setup the rules, because I do not want PM for new project spent time on creating rules.

Case:
When tasks are moving I want to see how many tasks we have per “Role group”. E.g. Task for developers, tasks for Business analysts, etc.

Any thoughts?

EDIT: Why can the Default Project roles not be used in rules?

[Andrea_Mayer]

Hello @Niels_Oomen,

I have found this existing feedback request thread:

Create Rule to allow assignment of tasks based on project "role"

Would be nice to be able to automate to say “Assign to the person with role of “legal approver” in this project” as opposed to 1 specific human - since the person in this role may change project to project but we still want to use the same project template each time.