Learn how to add Responsibilities to a Role or single team member

Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

✨ This feature has been upgraded. ✨

Check out the most up-to-date information here: πŸ”— Groups.

After you have created a Role in your Trainual account, you can add all of the Responsibilities of someone with that Role. Roles are the best way to communicate job-specific expectations to your teammates. Documenting Responsibilities in Trainual keeps your team accountable so that you won't be hearing...

πŸ“ Adding a Responsibility:

  1. Navigate to the People page on the left-hand navigation bar

  2. Click Roles

  3. Select a Role you want to edit

  4. Click Add Responsibilities

  5. List all duties or tasks that are expected of the person with this Role
    *Choose from our suggested responsibilities or create custom responsibilities by typing them into the text box and pressing Enter

  6. Click Save to finalize the changes

Do these responsibilities cover everything for each teammate? Or are there extra Responsibilities you want to document and customize per teammate? You can add these too! ⬇️

βž• Additional Responsibilities for Individuals:

  1. Navigate to a teammate's profile by clicking People on the left-hand navigation bar > then Manage > and select the person's profile

  2. Click the Responsibilities tab

  3. Check that Admin mode is toggled on

  4. Locate the Other Responsibilities section and click into the text box

  5. List additional duties or tasks that this specific person owns

  6. Click Save when finished

This extra level of expectation setting is fantastic, but wouldn't it be cool if you could also add context for each Responsibility you've assigned by linking relevant Trainual content? How about linking information from your company's webpage? Or any other outside resource that provides more insight? Look no further than Responsibility links! ⬇️

πŸ”— Adding a Link to a Responsibility:

  1. Click the link button on the right-hand side of an assigned Responsibility

  2. Paste your desired URL in the text box

  3. Click Save

You can edit or remove a Responsibility link at any time. To do so, click the three dots on the right-hand side of a Responsibility and choose your desired action.

πŸ”₯ Pro Tip: Right-click on a Subject listed on the Roles page you're editing (found in the Subjects Assigned section) and select "Copy Link Address." This will make it easy to add a Subject link to a Responsibility from one view.

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