Adding or editing practice Job roles

Job roles can be used when you create a Template if you don't know which team member will eventually perform a task. When you create Work from the Template, you can swap out the Job role placeholders with colleagues.

To add new Job roles or edit existing ones, choose “Practice Settings” from the main menu, then "Colleagues" and select the tab for “Job roles”. If you haven't edited your Job roles before, you'll notice some pre-populated roles.

To add a new Job role, select 'Add role'.

Give your new Job role a name, and select Save. 

To edit an existing Job role, simply click the name from your list of Job roles, change the name and select Save.

You'll then be able to use these newly saved Job roles to assign tasks to in a Template

 
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