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SethSk
February 28, 2020
Question

Assign specific user to role on all project tasks

  • February 28, 2020
  • 12 replies
  • 1761 views
I've got a template set up where I have several tasks assigned to a Designer, Brand Manager, or Copywriter. Is there a way when setting up the template to easily replace all of the Role placeholders with a specific user? I've seen this before on Workamajig, but I can't figure it out on Workfront. Seems like I'd have to bulk edit the tasks in question (which wouldn't work very well with tasks that have multiple assignees). Seth Skinner Focus Brands
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12 replies

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imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
March 3, 2020
Hi - make sure you go to the settings gear and turn off the first two items. The first one is so that you can swap with someone who doesn't have the exact same role (i.e. the template says Art Director and you want to swap that with Sally who is a Jr. Art Director.) The second one is to pick people from other group. Not sure how your structure is setup. For us, groups are agencies. So if two agencies are collaborating on a project, they will have to have this turned off. Anthony Imgrund FCB
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TracyPa2
Level 4
March 3, 2020
I was very excited to see this option as I have been clicking on every task in the project and assigning them through the edit menu. BUT tried to use it today and only 2 names populate for designer instead of the 12 that should be there. The 2 that show up are planner licenses and the others are worker licenses. Could that be anything to do with it? They are all set up as designer role in their user menu and they populate on all other menus. Tracy Parmeter Turning Stone Resort Casino
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