A role template is a pre-populated list of common activities relating to each role title, where activities are defined as core bundles of work individuals undertake on a day-to-day basis (i.e. we typically see between 8-12 activities within most roles). Key activities will vary depending on your role.

The default role templates within the platform give you a starting point to work off as you build your own role!

Some general examples of activities, regardless of role title, include:

  • Team meetings

  • Client work

  • Stakeholder management

  • Planning

  • Administration

  • Strategy

  • Learning & Development

Navigating to the Beamible Template Library

Click on your Organisation Profile icon on the blue left-hand Navigation Bar and under the Templates tab you should be able to access all available templates.

Beyond the default templates within the system you can create custom templates. For more information on how to do this, click here.

Note: Only those with Administrator permissions can make changes (i.e. add custom templates or disable templates that are not relevant to your organisation).

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