Adding Roles to Templates

July 20, 2021 16:20

It would be great to add Roles TaskRay Templates and then once turned into an active project, be able to assign a user to that role and it populates the various tasks/sub-tasks already laid out in the template. For example, we know certain tasks are owned by the Project Manager, but may not know who that project manager is yet. Would save lots of clicking.

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Official comment

Alisa Gezalova July 20, 2021 22:14

Hi Alexandra,

Thanks for reaching out to us about this! It is possible to configure this in TaskRay using Queues (https://support.taskray.com/hc/en-us/articles/115000248328-Set-Up-Queues), which can be used as placeholders for task assignment in the template. For example, in your scenario, you could have a 'Project Manager' queue, which you can then assign to tasks in the template. Then, you could also combine this with automations to make the task reassignment automated whenever the template is cloned and the project manager is defined on the project. If you have any technical questions about this approach, please submit a ticket to support@taskray.com and one of our Support agents will be able to assist further.

Additionally, depending on your use case, you could also incorporate resource management capabilities for capacity planning and distributing task assignment. This is part of our Premium package and you can see more details here: https://taskray.com/product/features/

Hope this helps! Let us know if you have any other questions.

Alisa

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