Roles

Roles are labels like “Owner” or “Operations”. Tasks assign work to a role; members mapped to that role see and own that work by default.

Where to find it

Roles can be found by clicking on Team in the app sidebar and then clicking Manage Roles

Create a role

1. Open Roles
2. Click New Role
3. Enter a Role Name, add an optional description and pick a Color
4. Assign Members (these can be added or removed later)
5. Click Create Role

You can also create roles during onboarding.

Assign roles to tasks

1. Create or edit a task
2. Choose a role by clicking in the Role field
3. All members assigned to the role will receive alert emails based on the task’s alert level. However, if specific members are added as Assignees, only those members will receive the alerts.

Assign specific members when only certain members within the assigned role are responsible for the task.

Assign roles to members

Open Roles and select the role you want to assign to members. In the Members field, select the members you want to assign the role to. To remove a member from the role, click their name again.

You can also assign roles to members when inviting them to the org, allowing you to set their role from the start.

Edit or retire a role

1. Open Roles
2. Add or remove members (see above), rename, recolour or delete a role you no longer use
3. If you want to delete a role that is already assigned to a task you will first need to reassign that task to another role. You can quickly identify what tasks are assigned to the role by filtering by Role on the Tasks page

Keep the list small - five clear roles beat twenty overlapping ones.

Related

• Team overview
• Members and invites
• Permissions
• Create and edit tasks