Custom Project Roles

You can create custom project roles to apply a set of specific restrictions on the people that belong to this role. These custom roles are defined for each project.

A custom role inherits from the project member role. For example, you may want to create a custom role to force someone to follow a process. You can have a group of people that are allowed to move tasks only from the column "Work in progress" to the column "Done".

Available restrictions

  • Project Restrictions:
    • Task creation is not permitted
    • Closing or opening a task is not permitted
    • Moving a task is not permitted
  • Columns Restrictions:
    • Task creation is allowed only for a specific column
    • Task creation is blocked only for a specific column
    • Closing or opening a task is allowed only for a specific column
    • Closing or opening a task is blocked only for a specific column
  • Moving tasks only between specified columns

Configuration

1) Create a new custom role

From the project settings, click on the left on the menu Custom Roles and at the top of the page click on Add a new custom role.

New custom role

Give a name to the role and submit the form.

2) Add a restriction to the role

There are different kinds of restrictions:

  • Project restrictions
  • Drag and drop restrictions
  • Column restrictions

You can click on the drop-down menu on the table to add a new restriction:

Add a new restriction

3) List of restrictions

List of restrictions

For example, this role is able to create tasks only in the column "Backlog" and to move tasks between the column "Ready" and "Work in progress".

4) Assign the role to someone

Go to the "permissions" section on the left menu and assign the desired role to the user.

Custom project role

Examples

Allow people to create tasks only in specific columns

Example restriction task creation

  • Users that belong to this role will be able to create new tasks only in the column "Backlog".
  • The combination of the 2 rules is important, otherwise that will not work.

Allow people to change the task status only in specific columns

Example restriction task status

  • Users that belong to this role will be able to change the task status in the column "Backlog".
  • Tasks with the status open are visible on the board and tasks with the status closed is hidden by default on the board.

Do not allow people to change task status in a specific column

Example column restriction

Users that belong to this role won't be able to change the task status in the column "Done". However, it will be possible in other columns.

Allow people to move tasks only between specific columns

Example restriction task drag and drop

Users that belong to this role will be able to move tasks only between the column "Ready" and "Work in progress".