Hi everyone,
I’m setting up project templates for my team and have run into an issue with auto-assigning tasks to the project owner. Here’s what’s happening:
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I have a rule that converts a ticket/task into a project using a specific template.
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The project owner is assigned to the ticket before conversion, and when the project is created, that person correctly appears as the project owner.
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In the template, I’ve set each task to assign to “Project Owner.” I’ve also tried adding a rule within the project template to assign each task to the project owner.
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Despite this, when the project is created via automation, the tasks show up unassigned.
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Double-checked: The project owner is correctly set when the project is created.
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However, when I manually create a project from the template and assign an owner, all tasks are assigned to that project owner as expected.
Has anyone run into this issue or found a workaround for getting tasks to auto-assign to the project owner when using automation to create projects from templates? Any insight would be appreciated!
Thanks in advance!
Hello @Jadam_701
The problem arises from the discrepancy between what a project role entails in a project and what it entails in a project template. They are not the same thing, and this is the cause of the issue here.
When you manually launch a project template, you are prompted to assign a name to the placeholder for the project owner. This step cannot be automated.
I’m not sure what trigger you are using in the rule you set up; perhaps something along the lines of “when a task is added…”. If so, this will not work upon project creation, due to the order in which things are created in the project when launched from a template. Sections and tasks will be created first, followed by rules. Therefore, Rules based on similar triggers will not run until a task is added after a project is fully populated.
A solution here could be a rule that’s manually triggered, and someone just triggers it when the project is created.
Would that help?
Gotcha! Manually triggering it could be helpful if there is no other way to automate. Can you tell me how i would go about that?
Another option you can try is creating a Single Select custom field called “Role” in your project template, and assign a value for each of the tasks in your project template, eg. “Project Owner”. In lieu of automating assignment of these tasks to the project creator, this field will at least give you an opportunity to select all “Project Owner” tasks and assign them in bulk to that person.
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