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Automated Task creation with different Responsibles

  • October 31, 2023
  • 0 replies
  • 188 views
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Hi,

I'm currently working on a project management application. The idea is that each project goes through different stages, and each stage has various tasks associated with it.

With this in mind, I need to assign different people to each task, depending on the specific task. I initially tried using task templates and pipelines, but now that the assignments vary, I'm unsure how to handle it.

For each project, there are different people responsible for different areas, such as the project manager and the permit coordinator.  They are the ones who will be assigned to the tasks based on the specific nature of each task.

I need help with this; perhaps it's easier than I think.

Thanks!



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Francisco Ojeda
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    • ChayceDuncan
    • Quickbase Alumni
    • October 31, 2023

    Do you have an 'assigned role' field in your Task table? Based on your description above - it might be best instead of thinking about assigning the person to the task, assign the task to a role on the project such as assigning it to the PM, PC etc. Those roles should be defined on your project such that you can add them as lookups into the tasks. 

    At the task level - you can then make a formula field for 'Assigned  To' that does a Case Statement of your assigned role. Something like: 

    Case([Assigned Role], 

    "Project Manager", [Project - Project Manager],

    "Permit Coordinator",[Project - Permit Coordinator]

    ....

    This Assigned Role would replace individual users in your template since the actual user would be unique and should be carried from the Project Header. 



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    Chayce Duncan
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