Users and Templates
Page: 1
We're finishing up our trial and things look good. I have one question though about users on templates. Our users change with each project, but we use the same project milestones, tasks, etc. It looks like all of the users that are on the template are copied over when using that template for a new project. I would assume that is how it's suppose to work.
So I can create a template with just the project leader and no other users. But is there an easy way to assign a new client to the same tasks every time? The clients are always responsible for tasks a, b, g, h, & m. Can you assign new users to those same tasks without having to update each one individually? We have a lot more than those five tasks and it would be a roadblock to purchasing the software if we had to modify those tasks each time a new project is created.
Thanks.
So I can create a template with just the project leader and no other users. But is there an easy way to assign a new client to the same tasks every time? The clients are always responsible for tasks a, b, g, h, & m. Can you assign new users to those same tasks without having to update each one individually? We have a lot more than those five tasks and it would be a roadblock to purchasing the software if we had to modify those tasks each time a new project is created.
Thanks.
Ilija Studen
on Aug 1. 2008. 10:46 am
No, sorry - that is not possible. If project people change you'll need to assign client members manually.
activeCollab team member



