Overview
Project roles can help you templatize who all is involved in a space and what they're responsible for. This helps save your own reps time so they don't have to spend extra minutes divvying up ownership for to-do's. As an admin, it allows you to pre-assign what roles are responsible for what task in your templates. All the rep has to do is identify what role that person identifies as, and the rest falls into place!
How to Create or Edit Roles
Only admins can manage roles. If you aren't able to follow the steps below, you may not have the right permissions!
Step 1: Navigate to Settings
Step 2: Click Objects (under Data Management) > Workspaces > Roles
Step 3: Click the blue button on the top right to Add Role
Step 4: Add in a role name (i.e. IT admin, CSM, decision maker, primary POC)
Step 5: Determine if they are part of your internal or external team
Internal = your own company
External = the customer/prospect
Then hit Create role!
To edit or remove the roles, simply return to this page.
How to Assign Roles in Templates
Step 1: Navigate to the template in question
Step 2: Find a current project-plan (checklist)
Step 3: Click on a to-do to expand the details in the right-hand side
Step 4: Click + on the Assignee field
Step 5: Assign the to-do the specific role(s) responsible
What's next? Check out roles in action and how reps can use them.