A Guide to Using Project Roles and The Default Project Role in Coordinate

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In the evolving world of project management, role assignment plays a vital part. Coordinate, a platform tailored to manage professional services, offers a dynamic feature of Project Roles, including a unique default Manager Role. This guide helps you understand how these roles work and how you can leverage them to streamline your projects.

Understanding Project Roles

Project roles are essentially labels that you can assign to various stakeholders in a project. They help you automatically assign tasks to the appropriate individuals based on their roles. For instance, if you have a template with tasks assigned to roles you've created like Project Manager or Client, these roles will be assigned to the right people accordingly when a project is initiated.

Here's how it works:

1. Create Roles: Inside Settings->Manage Roles, you can create roles for example Project Manager or Client.
2. Create a Template with Roles: Designate tasks to roles such as Project Manager or Client within the template.
3. Initiate a Project: When you create a new project using the template, the roles are brought in, awaiting assignment.
4. Assign Roles: You can then assign individuals to the roles, and the tasks designated to those roles will automatically be assigned to the appropriate individual.

This mechanism adds efficiency, ensuring that the right tasks are assigned to the right people without manual intervention.

The Default Manager Role

The Manager Role in Coordinate has a special place. Unlike other roles that you can create, edit, or delete, the Manager role is constant and always refers to a user on your team who's the Manager of the project. Here's what you need to know:

• Auto-Assignment: The Manager role is automatically assigned to whoever is the manager from your team on the project.
• Non-Editable: This role can't be edited or deleted, setting it apart from other custom roles.
• Assign Tasks to Manager: Tasks can be assigned to the Manager, making this the default role within any given project.

Conclusion

Coordinate's Project Roles, coupled with the Default Manager Role, offer a sophisticated way to handle task assignments within projects. By understanding these roles and employing them appropriately, you can ensure that tasks are auto-assigned efficiently, saving time and enhancing productivity.

Whether you're a seasoned project manager or new to Coordinate, these features are designed to simplify your workflow, allowing you to focus more on achieving the project goals and less on administrative tasks. Explore these capabilities within your Coordinate settings and take control of your projects like never before.

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