In a different article, we provide an overview of team roles and describe how you can use roles to delegate responsibilities. We also explain how team roles are a bit different from teams. The focus of this article is nuts and bolts. You learn how to create a team role.
Contents
Prerequisites
None.
Creating a team role
Click the account icon (with your initials).
In the Settings panel, select Workflow.
Click Team Roles.
Click the Add Role button. A popup displays.
Fill in the fields.
Add a unique name for the role. This is the name your team sees when you select a team role.
Enter a job description.
Click Save.
The Assign role when creating a new deal box is checked by default. If you don't want this team role available for assignment to team members on a board card, uncheck the box.
Managing team roles
On the Team Roles page, you can edit or remove a role.
To open the Edit Role window, click the role name.
To remove a role, click the trash icon and Delete in the confirmation popup.
