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Placeholders roles for templates
Placeholders roles for templates

Auto assign team members to tasks when creating work from templates

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a year ago

Now you can assign roles/placeholders to tasks on templates to make it easier to create work and assign the right team members at scale.

This is great for when you have different team members responsible for tasks depending on the clients that the work is for.

How to use Roles

How to edit/add Roles

***If you currently have assignees on template they will be removed automatically as you apply roles to the tasks within the templates.

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