Summary / When to Use This
Playbook Roles act as placeholders for the people on your team who will be responsible for key tasks. Defining these roles up front makes it easy to automate assignments, keep projects organized, and reuse Playbooks and Modules across teams and customers.
Steps to Follow
1. Open Task Roles in Settings
Go to Settings > Task Roles.
Here you’ll see the full list of roles available across your Playbooks.
2. Create or Edit a Role
Click + Add Role to create a new role.
Enter a Role Name (e.g., Account Manager, Solutions Engineer, Onboarding Lead).
Add a Role Description to clarify responsibilities.
(Optional) Check Is this role for customer users? if it applies.
Click Create Role.
To update an existing role, click its name and edit the details.
3. Use Roles in Playbooks
When building a Playbook, assign tasks to roles instead of specific people.
This keeps your Playbooks reusable. For example, assign “Onboarding Lead” in the Playbook, then map it to Bill for Project A and Sarah for Project B.
4. Reuse Roles Across Projects and Modules
Roles aren’t just for Playbooks—they’re also used in Modules.
Keeping your list clean and consistent makes it easier to scale onboarding workflows across different customers.
Tips & Troubleshooting
Keep it broad: Define roles by function, not by individual people.
Use clear names: Simple, intuitive names help your team know who owns what.
Reassign anytime: If team members change, you can update role assignments at the project level without touching the Playbook.