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Ability to bulk remove unassigned roles from assignment field

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Level 2

2/20/24

Description - If I have a project template that has tasks with several roles assigned, and then determine that I don't need to fill each role, I'd like to have a way to bulk remove unassigned roles from task assignments. 

Why is this feature important to you - I noticed one time when I had it assigned to one UX Designer (name Jeri Bailer), but had a second UX Designer role assigned to the same task but left UNassigned.  It then was not calculating Jeri's time off in the project timeline.  It was assuming we would assign someone else who could work through her time off.  Therefore this affected the project's overall timeframe. 

How would you like the feature to work - If I remove a person from an assigned role or leave a role unassigned, I'd like to have an option to remove unassigned roles from all assignments. 

Current Behaviour - See Why above. Also see screenshots of the example with the unassigned role left in and it's affect on the timeline versus removed. Jeri has PTO scheduled in her Time Off field from Feb 26 to Mar 4. You'll see one attachment shows the work being completed through that task b/c there is an unassigned UX Designer to the task.  The other attachment will show you the change in timeline when I remove the unassigned role and it then calculates in Jeri's time off.  It not a big deal to remove one or two roles, but sometimes it's every task in the project and that is tedious. 

With unassigned role removed.pngWith role left unassigned.png

  

1 Comment

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Level 3

3/6/24

Hi! Not sure this answers exactly what you are looking for, but when you select multiple tasks within a project (hold the CTRL key and click on each task line item that you want to edit), you can then edit the assignments for the multiple tasks at once. This included un-assigning/ removing job roles from a tasks. 

 

I hope this helps!