For each Employee, I have a list of skills that they are certified in.
I would like to tag Tasks according to the skills needed, and then when assigning tasks to users, be able to match skills.
Is this possible?
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You have probably seen that each Employee can optionally be linked to a User (who you assign Tasks to).
You can leverage this relationship and with some small customizations, achieve what you want.
For Version 13 and 14:
1. Create a custom field on the Task model (project.task) to represent the Skills needed to complete a Task:
2. Add the Skills field to the UI, here we add it to the Tree View of Tasks:
So far, you can associate Skills with Tasks, like this:
3. Add the skills to the Tree View of Users, with another custom view:
4. Add the same fields to the Search View of Users so you can filter Users by them:
With these changes, you can see Skills and filter Users by them:
And the total potential User Experience would be something like this:
Task is selected in the List, and you search for Users to assign it to:
Then you can filter to find the Users with the Skills you need:
To make all of this work you of course need to install the Skills Management app:
Then setup your Employees and link them to a User:
