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