Assign specific user to role on all project tasks | Community
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New Participant
Feb 28, 2020 9:20 PM UTC
Question

Assign specific user to role on all project tasks

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

Level 2
Mar 2, 2020 5:58 PM UTC
I have been wanting this for years! We set up all our projects through templates with job roles and have never know about this. I went into a project to test this and I can't find where Scheduling/Actions are. Can you guide me through the steps to do this task? Thanks, Anna Anna Deike Gustavus Adolphus College
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Level 10
Mar 2, 2020 5:44 PM UTC
The assignments happen after you turn the template into a project. Once the project is setup, click on Scheduling/Actions where you can assign users to each role for the entire project.
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