Browse by Solutions
Browse by Solutions
How do I Set a Default Assignee for Tasks in the Projects App?
Updated on June 30, 2020 05:54AM by Admin
The Milestones in Projects App is a reference point that denotes a major activity in a project and is used to monitor the progress of the project. The Projects App allows you to create Milestones and each milestone consists of a number of tasks that are assigned to an employee.
This feature allows you to set a default assignee for the tasks created in the project’s app, reducing the need for selecting the employees manually, each time a project is created. While creating milestones and tasks, there are two ways to set the default assignee:
- Static - The Static option lets you select the preferred assignee from the list of employees.
- Dynamic - The Dynamic option automatically picks up the logged in user as the default assignee.
Steps to Set the Default Assignee
- Login and access the Projects app from the universal menu.
- Click on the More(...) icon and select the Settings.
- In the Settings page, click on the Customize app and selects the Master Layout.
- By default, the Assigine Type will be Disabled.
- To Enable the Assignee Type, click on the Hirerichal view.
- Scroll down to view the Assignee Type, enable the Toggle.
- Save the Changes.
- Now, click on Settings → Projects → Templates.
- Click on an existing template or create a new template.
- Here, click on the Create button.
- In the Create Template, enter the Name and other details.
- Under the Project Information section, you can see the Assignee Type field.
- Select the Assignee Type as Static.
- Search and select the employee in the Project Manager field.
- Then, click on the Create button.
- The Project Template will get created.
- In the Template overview, you can view the Milestones.
- Click on the Create Milestone.
- In the Create Milestone side panel, set the Assignee Type for the Milestones also.
- Then, click on the Create button.
- You can view the created template on the list.
- Now, create a project and select the above-created template in the Template dropdown.
- On selecting, the Project Manager will be auto-populated.
- Whenever a project is created using this template, the default milestone will get created with the selected assignee.
Flag Question
Please explain why you are flagging this content (spam, duplicate question, inappropriate language, etc):