Overview
Task Roles are job-function placeholders (like Onboarding Lead or Account Manager). You create roles once in Settings → Task Roles, then use the Roles (Role Restrictions) field when building tasks in Playbooks/projects. During project creation, you map real people to each role — and all tasks tied to those roles are automatically assigned.
Before You Begin
You can access Settings → Task Roles.
Decide which roles your onboarding projects typically need (keep them functional, not tied to specific people).
Make sure teammates you’ll assign have OnRamp access.
Step 1: Create Task Roles (one-time setup)
Go to Settings.
Click Task Roles.
Select + Add Role.
Enter a Role Name (e.g., Onboarding Lead, Solutions Engineer).
(Optional) Add a Description so teammates know when to use it.
Save.
💡 Tip: Keep your role list lean (5–10 roles). Clear, job-function names make mapping simple.
Step 2: Add Roles to Tasks (Playbooks & Projects)
When you create or edit a task:
Find the Roles (Role Restrictions) field.
Choose which roles should be eligible for this task.
Example: A “Kickoff Call” task might be restricted to the Onboarding Lead role.
Save the task.
This doesn’t assign a person yet — it defines which role will eventually own this task.
Step 3: Assign People to Roles during Project Creation
Go to Projects → Create Project.
Start From a Playbook (recommended) or Blank Project.
In the Role Assignment step, map each Task Role → teammate from your organization.
Finish creating the project.
Result: every task with that role restriction is now assigned to the person you mapped.
Working with Tasks & Subtasks
Tasks reference roles (via Role Restrictions).
Subtasks inherit context from the parent task. Add instructions inside subtasks for clarity (checklists, file requests, forms, etc.).
Tips
Build once, reuse everywhere: Always tie Playbook tasks to roles, not specific people.
Reassign anytime: If responsibilities shift mid-project, you can reassign a task to a different teammate.
Keep it consistent: Use the same role names across Playbooks so setup is predictable.
Troubleshooting
Don’t see Task Roles? You may not have Settings access — check with your OnRamp admin.
No role options when creating a project? That Playbook’s tasks may not have any Role Restrictions set. Edit the Playbook to add them.
✅ With Task Roles in place, projects stay organized — tasks flow to the right people automatically.