Project task roles — project level

This article is for managing task roles at the project level. For creating project task roles, that's done at the project task level. To learn about creating and adding tasks, go to the project tasks roles task level article. 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 assign a member to a role at the project-level PEOPLE tab

1. Open a project in the project configuration page and click the people icon.
2. On the PEOPLE tab, expand your team member bar.
3. If this project doesn't have any roles yet, then the add member to a role field will be hidden, otherwise, continue to the next step.
4. 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. 
5. You can multiple roles to the same person in the project by clicking "Add extra" for each added role.
6. Click the UPDATE button to submit this change.
7. This member will automatically be assigned to all tasks in the project that has this role.
   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 member from a role from the project-level PEOPLE tab

1. Open a project in the project configuration page and click the people icon.
2. On the PEOPLE tab, expand your team member bar.
3. Under the section "Project Member Roles", click on the role you want to remove from the person.
4. Click the dropdown "Remove person from this role".
5. Removing this person from this role will remove them from all tasks using this role. You can always manually re-add the person to these tasks without using roles. Click REMOVE in the warning to continue.
6. Click the UPDATE button to submit the change.
   
   

How to assigned a member to a role from the ROLES tab

1. Open a project in the project configuration page and click the people icon.
2. Click the ROLES tab.
3. If the page is blank, then no roles are ready to be assigned. Otherwise, you should see one ore more roles listed alphabetically. This page will show all the roles assigned to tasks across the project (and roles inherited from a recipe if this project is using a recipe).
4. To the right of each role is a blue plus button. Click it to get the list of project members. You can then select a member to be assigned to that role. You can add more than one person to a role. You can also add the same person to multiple roles.
   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 member from a role from the ROLES tab

1. Open a project in the project configuration page and click the people icon.
2. Click the ROLES tab.
3. To the right of the member bubble is an "X". Click this "X" to remove the person from the role. This will remove them from all tasks using that role across the project. (Note: The person will still remain as a project member.)
   
   

How to remove a role from the ROLES tab and from the project

1. Open a project in the project configuration page and click the people icon.
2. Click the ROLES tab.
3. To the right of role bubble is an "X". Click this "X" to remove the role from the project. In doing so, all tasks with this role will have that role removed from the tasks. It will also remove members from all tasks that had this role.

How to work with the custom role "Project Manager"

You can create custom roles for the project manager, program manager, or project lead. Most of the time you will want the person assigned to one of these roles to be able to edit the project, assign people, etc. However, these actions can only be done by the Project Admin permission on a project. So, when you create a project, you are automatically assigned the Project Admin role. But, what if you create a project and you're not going to be the project manager. Your project may have a custom role "Project Manager" on some tasks that you created or you pulled in from a recipe. By default, all custom roles don't get any extra project permissions. 

However, we create a cool feature that looks for certain role labels and when you assign a person to that role, Pie will automatically popup a message asking you if you want to assign that person to the Project Admin permission for management permissions. If you click "yes", it will automatically assign that user to the Project Admin permission.

The certain role labels that will prompt you with this question are:

• Project Manager
• Project Mgr
• Project Lead
• Program Manager

If you used some other label than any of the above, then you will have to remember to take the extra step and assign that person not only to the management role, but also to the Project Admin permission.