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.

But, doing this would be much more useful if your roles are similar.

Duplicating a role

  • On their individual role card, right next to their role title, click on the three ellipses

  • Click ‘duplicate’ and it will make a direct copy.

  • You can then start making any necessary changes to each activity (i.e. number of hours and relevant tags) and also amend the role title if need be.

Tip! Make sure when you’ve created your card that you attach your profile to it - and can do this by clicking on the ‘unassigned’ box next to the person icon and finding your name in the drop down.

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