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Created by Tim Long
Created on Aug 5, 2025

Retain Workflow Roles Across Projects to Streamline Setup

I’d like to suggest an enhancement regarding the Workflow Roles under the Team Members tab when setting up new projects.

Currently, it is required to manually assign workflow roles for each new project, even when the roles remain the same across multiple projects. This process is repetitive and time-consuming, especially for teams where workflow roles are standardized.

I recommend implementing a feature that allows workflow roles to carry over by default from project to project, unless specifically edited for a particular project. This would eliminate the need to manually reassign the same roles every time a new project is created, while still allowing flexibility to adjust them on a case-by-case basis if needed.

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