Configure Assignees for Project Roles

To auto-assign project roles to workflow steps. See What are the best practices to follow when you configure project roles in workflows? for some frequently asked questions.

Company-level workflow admins can now auto-assign project roles directly to workflow steps. This streamlines workflow setup by reducing manual effort, ensures automatic synchronization with the latest team structure, and guarantees team members assigned to specific project roles are always included at the correct workflow step. Project roles can also be used as notification recipients, ensuring timely and accurate alerts throughout the workflow lifecycle.

• Required User Permissions:

  • 'Admin' level permissions on the Company-level Workflows tool.

• Create a Workflow Template

1. Create Project Roles within the Company Admin Tool.

2. Assign individuals to Project Roles within the Project Directory tool.

3. Create a Workflow Template at the company level. When configuring each workflow step, select the relevant Project Role(s) you wish to assign to that step.

4. For any project the template is assigned to, the individuals associated with those Project Roles will auto-populate into each workflow step according to your company-level workflow template configuration.

5. Ensure that all members listed in the Project Directory have the appropriate permissions needed for items within each tool and the correct workflow permissions.

6. To complete the configuration, it is still necessary to manually configure the Workflow Manager for each project template per tool. This step is required because the Project Directory is managed per project, and the Workflow Manager may vary by tool.

• Configure a Workflow Template on a Project