Assigning and Unassigning Tasks From Job Roles
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
All users, except for Collaborators, Contributors, and Viewers, can assign tasks to job roles unless it's restricted by their access role.
Assigning tasks to job roles helps you quickly see which roles are needed for each task. In the Workload chart, job roles make it easy to find the best available assignee based on skills and workload. You’ll also get assignee recommendations to help you choose the right person for the job.
Learn more in our assignee recommendations article.
Note
Users don't get notifications when a task is assigned to the job role that they have. You can go to the Workload chart to assign this task to a user who will be working on it. A task is automatically unassigned from its job role when you assign it to a user with the same job role.
You can add job roles as assignees to:
Note
It's not possible to add job roles as assignees in recurrent tasks.
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Open the task in the item view, click Assignee field 1.
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In the window that appears, start typing the name of the role 2 and click it.
Tip
Use mass editing to assign or unassign multiple tasks from job roles.
You can also assign tasks to job roles in Table view and on the table part of the Gantt chart.
To unassign a task from a job role, hover over the job role in the assignee section and click the X that appears 3.