It is possible to assign users to any work item in Targetprocess.Ā You assignĀ peopleĀ per role of responsibility.Ā Roles in Assignments enable you to associate users with particular functions. Say you assign Developers and QA Engineers to User Stories and Bugs, Product Managers to Features, and Support People to Requests.
The list of roles inĀ AssignmentsĀ can be customized per entity type and process. Here's how typical Roles settings for a process may look like:
And hereĀ are some examples of how Assignments sections look likeĀ for entities in this process:
User Stories | |
Features | |
Portfolio Epics | |
Requests |
The list of roles in Assignments can be customized per entity type.Ā This article describes how to add an existing role as an option and how to remove a role from the Assignments Area.
Roles with Effort
It is possible to estimate Effort for an entity for a Role only when there is atĀ least one state having the Role selected as a Responsible role in the entity workflow.
Assignments settings are part of Process settings
Work itemsĀ always belong toĀ Projects (Products). In its turn, a Project (Product) follow a Process always. A Process is set of rules and settings. To customize Assignments, you change Process settings.
How to findĀ which Process you will need to modify?
There can be multiple Processes in your system so it is extremely important to knowĀ the exact process you should choose for modification.
- Check Project name for your work item (for example, User Story, Bug, Request) in the Info panel.
- Check Process name for your Project. It can be found in multiple places:
- Project details view > Info panel > Process field
- Settings > Process setup page > Processes list > Changes affectĀ NĀ Projects hints for each Process
If multiple ProjectsĀ (Products) followĀ a single Process, then any changes of this Process will affect all theseĀ ProjectsĀ (Products).
All changes can be performed by Administrators or Process Admins only.
IfĀ there are many Processes in your system and you want to changeĀ Assignments settings for all the Processes, you should adjust the Processes one by one.
Add a Role to Assignments
Let's say, we would like to add theĀ DesignerĀ role as an option to the User Story Assignments area.
Prerequisite: add a Role to the system
The list of Roles in the system is global. Make sure the role you're going to add to AssignmentsĀ exists inĀ the system and has proper settings. How toĀ configureĀ Roles
-
Open the list of available Processes. Navigate toĀ Settings ā ProcessĀ setupĀ link for that.
-
In the left menu,Ā select the Process you're going to modify. Click on itsĀ NameĀ toĀ expand its settings.
-
Choose RolesĀ menu item to set up Roles used in Assignments.
-
IfĀ your role is not used in Assignments of entities in this Process yet, press + Add RoleĀ link to addĀ RoleĀ to the Process. Select Role (such as "Designer") from the list.
-
Expand the line for the Role and press + Assign entity type link. Select Entity TypeĀ (such as "User Story")Ā from the list.
Success! As result, theĀ AssignmentsĀ area for User Stories has been updated.
Now you can assignĀ DesignersĀ to your User Stories.
Remove a RoleĀ from Assignments
Be extremely carefulĀ whenĀ modifying existing Processes.Ā Removal ofĀ RoleĀ from an entity type may cause massive loss of Assignments and Effort estimates.
-
Open the list of availableĀ Processes. Navigate toĀ SettingsĀ āĀ ProcessĀ setupĀ link for that.
-
In the left menu,Ā select theĀ ProcessĀ you're going to modify. Click on itsĀ NameĀ toĀ expand its settings.
-
ChooseĀ RolesĀ menu item to set up Roles used in Assignments.
-
Expand the line for the Role and pressĀ Remove (trash bin)Ā icon for requiredĀ entity typeĀ (such as "User Story"). Confirm your selection.
Advanced Settings: Roles Responsible for Workflow States
It is possible to set a Role as Responsible for a state in entity's Process Workflow. Say you can set Developer role as responsible for "In Dev" state and QA Engineer role as responsible for "Testing" state. These settings affect some filtering and visualization rules:
- On dedicated views, work itemsĀ can be shown for Responsible people only and hidden for others
- Avatars ofĀ Responsible people on cards are shown in full color, while avatars of others are darkened
- Names ofĀ Responsible people in Assignments controls are shown in bold color
Here's how you set a Role as Responsible for a Workflow state of an entity:
-
Open the list of availableĀ Processes. Navigate toĀ SettingsĀ āĀ ProcessĀ setupĀ link for that.
-
In the left menu,Ā select theĀ ProcessĀ you're going to modify. Click on itsĀ NameĀ toĀ expand its settings.
-
In Workflows section, choose a requiredĀ entity typeĀ (such as "User Story").
-
In the middle area of the page you see a list of all states ofĀ theĀ workflow of your entity in this process.Ā Find a required stateĀ and edit its settings.
-
Add the required role as theĀ Responsible Role for this state.
It is not possible to set a Role as Responsible for a final workflow state.
See Also
Still have a question?
We're here to help! Just contact our friendly support team
Or contact
a sales representative
Get a live
product demo
Let one of our product specialists create your account
and shape Targetprocess for your
company needs.