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Workflow to assign task type

For finance reasons it would be nice to be able to track things by task type

So any task done by the PM is task type-managment
Task done by resource is task type-labor
task done by xyz is task type- whatever

This can be done manually.

What would be nice would have the task type auto update based on the resource assigned--you could always override it but it would be a help

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This should be possible to do already. You can make a business rule at the Resource link level that sets task type when a specific resource is assigned to a task.

Clarizen Team 0 votes
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How about a resource type-so like some one in a specific resource group?

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I don't think this will work because you are hopping between too many database tables. User groups are linked to resources which are then linked to work items. You can't access user groups from work items unless you are using placeholders (resources that represent user groups).

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Lee,
The function IsMemberOf() will give you that functionality.

Regards
Rachel

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