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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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?
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:
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