Assign Reviewer
Pol Cousineau
Ability to assign a reviewer to a task. Currently we use a custom Review Status and assign the reviewer.
With the new completed report it would show the reviewer as completing every task once they are done. Assigning a reviewer to a Review Status would allow the responsible team member to be credited.
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Tyce Herrman
Brendan W, this post seems to have the most activity for the idea of reviewer functionality, which Brendan Jones outlines well, and there are several related posts that I think are good candidates to merge in here: "Reviewers" by George Coca, "Approval Hierarchy Dependencies" by Jeri Taylor, "For Agile workflows, Review process", by R C, "Change Assignee from "People" Custom Field" by Bethany Leslie and "REVIEWS" by Ockie van Heerden
Brendan W
Merged in a post:
Add 'Review' as a status type
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Brendan Jones
Currently the status types are 'Not started', 'Active', 'Done' and 'Closed'.
If we added a 'Review' type the flow would actually mirror real usage. Review would sit between Active and Done types. It would
not
unblock dependencies or due dates.For example with automations, you could say if status type becomes 'review', then assign [particular person] to the task.
This would play well with https://clickup.canny.io/feature-requests/p/assign-reviewer
Brendan W
Brendan Jones You can already make a custom status called review, and then have an Automation assign the task to a specific person. For now, I'll merge your post in with the Canny link you provided!
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Brendan Jones
Brendan W: This is true, some things are possible with automations. If my process and capacity are quite static then yes, assigning reviewers with automations works. But unfortunately that doesn't fit real world usage.
You need to move to being able to assign people to roles
per task
. This is what Pol has requested with the feature request, albeit only for the review role.Here's how that'd work with statuses:
We use assignee to say who is
currently
working on the task, and watchers for assigning everyone who will
work on the task. But this is messy, it requires revisiting assignees and changing them as the task moves through its various stages of completion. I'd like to be able to assign everyone who will work on a task when work on the task begins, and say what their role in that task will be. The everyone knows who's responsible for what, and when. No more questions like "who should I assign this to?"However, not everyone would be 'currently' assigned, that would depend on status. For example, I might like to assign people to various task stages (roles) such as for code, test, QA, design, and deploy. When the status is 'in progress', the 'code' person would be assigned. When the status is 'review', the 'test', 'QA' and 'design' people would be assigned. When the status is 'done', the 'deploy' person would be assigned. Oversimplified workflow, but I hope you get the idea.
I can't do all this with automations, because it's not the same reviewer for every task. I may want to switch up who should review what based on the current capacity, for example.
Note I mentioned a 'review' type status there, hence my Canny request to add a 'review' type status.
FYI take a look at how Pivotal Tracker handles this. It's not perfect and the UI is ugly as hell, but the functionality is there: https://www.pivotaltracker.com/help/articles/reviews/
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Brendan Jones
And maybe this should go into a standalone request. What I've described here is a redefinition of how assignees work, and how they could automatically interact with statuses. A bit bigger than just adding one role!
Brendan W
Brendan Jones: Hey! Thank you for the insight 😁
I'd agree another request might be more suited for this, but a majority, if not all of it, can still be completed with Automations. It would just be a lot of them!
Every stage or status you have in your workflow controls a set of Automations and Actions to change the assignees or watchers as you described.
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Brendan Jones
Brendan W: I wouldn't want to automate a lot of what I described. The roles required might not be consistent across tasks; automation only suits consistent workflows across tasks.
Brendan W
Brendan Jones: Great point! Feel free to link me your new request and I would be happy to pass it along.
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Brendan Jones
Yes to this! This is needed for software projects. Not just one reviewer, either, it'd be good to be able to add different types of review, e.g. code QA, design, Devops, etc.
This would play well with https://clickup.canny.io/feature-requests/p/add-review-as-a-status-type
Artem Vasenin
Would also be nice to auto-assign the person who created the task as the reviewer.