Role Allocation Update on Client Page to Update Current Live Tasks
Jack Colvin
With 3+ months of scheduling rolled out to manage capacity, when we undertake a major client + role reallocation its very messy to update new user in role to live already spawned tasks. May we add the option to select a box or better still by default to update current tasks too when reallocation roles on the client page.
Autopilot
Merged in a post:
Automatic update of Unassigned User to Assigned User on an already generated task
Cassandra Scott
If a task has generated from a schedule, but is unassigned because there is no user assigned to the role for that client, would be useful to have the unassigned user update to the assigned user, once the user was added to the role for the client.
Looks like this is similar to what has been flagged in
Leveraging off the automation of XB - Client role = unassigned. Schedule triggers task, task unassigned. When user is added to client role, ask question "do you want to update existing work with the new user", with similar options as you get when you update or change something on a schedule or automation.