Project task roles — task level

This article is for managing roles at the task level. Click here to learn about managing roles at the project level on the Project Configuration page. To watch the overview video on how roles work in general, go to the about working with roles help article.

The purpose of task roles is so you can add a role, such as "Project Manager" or "Business Analyst" to multiple tasks. Then you can assign a project team member to that role. When you do, Pie will automatically assign that member to ALL tasks with the same role. Very convenient for resource planning.

How to add a role to a task:

1. Expand a project task.
2. Click the people icon.
3. Click the ROLES tab.
4. Click the field to see if a convenient role already exists. If so, just click it to add. If not, type in a new role and hit enter key.
5. Click the UPDATE button. You then need to go back to the PEOPLE tab and assign a person to the role you created. Or you can jump ahead and add this same role or other roles to other tasks in the project before assigning people to tasks and roles.

Note: You can add roles to a recipe task. When you create a project from that recipe, that project will inherit all of the roles giving you a sweet head start! Click here to learn about recipe tasks roles.

How to remove a role from a task:

1. Expand a project task.
2. Click the people icon.
3. Click the ROLES tab.
4. Click the "X" to the right of the role. WARNING: Removing the role from this task will also remove the person from this task if they are assigned to this role. You can re-add this person back to this task manually. If you get this warning, click REMOVE to continue.
5. Click the UPDATE button to submit the change.

How to assign a person to a role at the task level:

1. Expand a project task.
2. Click the people icon.
3. On the PEOPLE tab, assign a person to the task if no one is yet assigned. Then click that person's bar to expand.
4. If this task's project doesn't have any roles yet, then the add member to a role field will be hidden, otherwise, continue to the next step.
5. At the bottom of the person's task profile is a field section called Project Member Roles. Click the "Add member role" dropdown and select the role you want to use for this person. 
6. You can multiple roles to the same person in the project by clicking "Add extra" for each added role.
7. Click the UPDATE button to submit this change.
8. If this role is bring used on any other task across the project, then this person will be automatically assigned to those tasks.
   NOTE: Pie will automatically send an email notification to the person you assign to the role. (This assumes the member didn't turn off email notifications in their personal profile page.)
   
   

How to remove a person from a role at the task level:

1. Expand a project task.
2. Click the people icon.
3. Expand the team member's bar.
4. Click on the role you want to remove from the person under the field section "Project Member Roles".
5. Click the dropdown "Remove person from this role".
6. You will get a popup confirmation warning. Removing this person from this role will remove them from all tasks using this role (and maybe even this task if it is using this role). You can always manually re-add the person to these tasks without using roles. Click REMOVE in the warning to continue.
7. Click the UPDATE button to submit the change.