What’s new:

Create customized roles to assist handle workforce assignments. Use these roles to populate a shopper file template for straightforward shopper creation. Or use the roles on a shopper file, activity, subtask, or activity template.

Why it issues:

Roles offer you the last word flexibility relating to work administration. You’ll be able to have a piece queue (saved activity filter view) the place customers assigned to a task can view an inventory of duties and simply work on the following merchandise in line.

Roles additionally makes it simpler to handle work when a workforce member leaves the agency or modifications roles. Work will nonetheless be assigned to a task regardless of how the position assignments change. Customers might be added to or faraway from a task with out operating the danger of a activity getting misplaced as a result of the task is predicated on a task and never a person consumer. This implies anybody assigned to the position can discover the work, work gained’t get misplaced when somebody leaves, and no handbook efforts wanted to reassign work from particular person to particular person.

The place to seek out it: 

Roles is part of Cover Professional. To assign roles on duties, subtasks, and activity templates, customers will want Workflow Professional.

Get began:

Click on right here to study extra about easy methods to create roles, easy methods to apply roles to duties, and easy methods to use roles in templates.