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Someone in my team undertakes similar activities. Can I use their role as a template and make it my own?
Someone in my team undertakes similar activities. Can I use their role as a template and make it my own?

Using a team member's individual role as a template

G
Written by Gill
Updated over 2 years ago

Yes - you can absolutely use a team member’s individual role design as a basis for yours so you don’t have to start from scratch.

Simply duplicate their role by following these steps:

Step 1: Navigate to your Team Design dashboard by clicking on the Teams icon on the blue left-hand Navigate Bar and then clicking on the hyperlink to your team.

Step 2: Click on the role you wish to duplicate.

Step 3: On the right-hand Editing Panel, click on the 'Duplicate' tab and it will make a direct copy (including the hours + tags).

Step 4: Assign yourself to the new role and edit/add/delete activities to reflect how you spend your time and how you feel about it.

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