About working with roles

This article is about learning how to use people roles for tasks. This feature requires that your organization is on the Enterprise plan.

The following video will provide a good summary of the value of using roles.

Overview Video

Roles is an easy way to assign title roles in advance on specific tasks and then later assign people to the roles in the project so their names will automatically be assigned to the tasks with those roles.

Adding roles to a recipe to be used on a project:

1. Start with a recipe
2. Add roles to the recipe tasks, such assigning the role "hiring manager" to the task called "interview the job candidate"
3. Create a project using that recipe
4. That project will inherit not only the recipe tasks, but also the roles associated with those tasks
5. Then assign project team members to those predefined roles in that project
6. Magically the team members will then be automatically assigned to all of their appropriate tasks based on those roles, so in our example above, if Paul is assigned to the role "hiring manager", then Paul will automatically be assigned to the task "interview the job candidate"
7. NOTE: When you create a new role in a recipe or a project, that role is automatically added to the recipe's or project's workspace. This makes it easy for other projects and recipes under the same workspace to re-use roles. Roles are not shared across different workspaces. (See "Edit roles at workspace level" article link below.)

Related Articles

• Recipe tasks roles — task level — Learn how to add roles to tasks in a recipe.
• Recipe task roles — recipe level — Learn how to manage roles at the recipe level.
• Project task roles — task level — Learn how to add roles to tasks in a project.
• Project task roles — project level — Learn how to manage roles at the project level.
• How to auto assign person to all tasks using roles — Learn how to assign people with roles.
• Edit roles at workspace level — Learn how to manage roles at the workspace level.