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Can you add Funtional Roles to a card &create Due Dates based on the Card's Start Date

I was looking at using functional Roles more like this, can I do this? 

 

I just upgraded so I could assign individual tasks and dates to tasks but I am having trouble with the following?
I have three people on the board. I want to assign them roles and responsibilities. So on this Card:
  • Michael is the - Seller
  • Emilie is the - Agent
  • Lori is the - Coordinator

 

Then I want to have my checklist items assigned based on those roles. For example, Task #1 is assigned to the Seller. This way when I make Michael the seller on this card, all seller tasks are assigned to him. Such as Task #1 just mentioned. Then All Agent tasks are assigned to Emilie and so on and so forth.
Next, I would also like the due dates on each task to be a certain number of days after the Card's start date. Not specific dates.
This way, when I copy this card and the checklist, all I need to do are two things 1 assign the roles on the card to users, and 2 set a start date.
Right now, when I copy a card, it brings over all of the tasks with the previous users assigned and dates used. The users are not always the same as the seller, agent and coordinator often change, and the due dates are also not relevant as they are from the previous transaction.
Because of this, I have to go in and change the due dates for all 82 items and reassign all 82 tasks depending on the team and start date.
This is really time-consuming, is there a better way, or how do I get what I want?
Thanks in advance.

1 answer

1 vote
milynnus Rising Star Nov 30, 2021

@Michael Lawrence 

You probably need a custom solution to handle this. At your disposal would be (1) use http request to request for external services (2) webhook to monitor and respond to changes on board/list/card. A detailed study will be needed. 

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