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](../screenshots/new_custom_role.png) 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](../screenshots/add_new_restriction.png) ### 3) List of restrictions ![List of restrictions](../screenshots/example-restrictions.png) 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](../screenshots/custom_roles.png) Examples -------- ### Allow people to create tasks only in specific columns ![Example restriction task creation](../screenshots/example-restriction-task-creation.png) - 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](../screenshots/example-restriction-task-status.png) - 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](../screenshots/example-restriction-task-status-blocked.png) 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](../screenshots/example-restriction-task-drag-and-drop.png) Users that belong to this role will be able to move tasks only between the column "Ready" and "Work in progress".