In this article you will learn:
1. What is a role?
A role shows the professional skill of a team member and describes the main task of that member in a project
If the professional skill of a member is engineering, the role would be Engineer - if it is designing the role would be Designer
A member may have several roles such as Engineer and Project Manager
Roles are often organized within a team or department
Setting up roles supports resource planning within your project and helps to quickly identify where specific roles are needed most in parallel projects
A role can only be created by organization Admins
2. Where and how to add a role?
Navigate to your organization
Click on the tab Resource settings
Click on the button Add new role
Enter the name of the new role
Choose a colour for the new role
Click on Add
You can see the created role in the section Roles
3. What information do you need to set up a role?
Give your role a meaningful name
Choose a colour for the role to distinguish it from other roles
Don't worry, you can edit all the information at any time later
4. What happens next
You can add roles to resources in the team boards
Often questions about "How do I add roles?" come along with questions about: