Adding roles to a template
not on the roadmap
Paul Zürcher
I would love to have custom roles for templates.
So when I create a new space template with tasks. Instead of individually assigning users as task assignees, I prefer using custom roles for assignment.
Because at that point, I prefer not to specify and instead assign a general role. For example, it could be any of our project leaders or coordinators. Since can’t know the specific individual for new projects, this approach allows flexibility.
Following this approach, when someone creates a new space based on this template, they can add people to those roles. Subsequently, these individuals will be automatically assigned as assignees for all tasks with that particular role in the new space.
Asana has this option: https://asana.com/guide/help/projects/project-templates-2.0
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Joey
not on the roadmap
Hey there! Thanks for sharing your feature request with us. We truly appreciate your input!
As part of our efforts to improve our feedback boards, we're closing this older feature request.
Removing old and inactive posts will increase the communication between the ClickUp team and our users, allowing us to hear more of your great ideas!
If you feel this request is worth revisiting, feel free to create a new post!
Thanks for being a part of our community!
Paul Zürcher
Add project roles to your template as a placeholder for assigning tasks to the right person. When a project is created from your template, roles can be assigned to someone and all tasks with that role will be dynamically re-assigned to them.