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How-to Use the Roles

Updated over 2 months ago

The Roles tab in Waterfall Project Settings enables you to define and manage custom roles for your project team. Assigning clear roles helps clarify responsibilities, streamline collaboration, and ensure everyone understands their part in the project’s success.

Accessing the Roles Tab

  1. Open Project Settings:
    Navigate to your Waterfall project and click on the Project Settings panel.

  2. Select the Roles Tab:
    From the top menu within Project Settings, choose the Roles tab to access role management features.

Adding and Managing Roles

  • Add a New Role:

    • Click the Create Role button.

    • Title: Enter the name of the role you want to define (such as Business Analyst, QA Lead, or Technical Architect).

    • Description: Provide a brief summary of the role’s responsibilities or scope within the project.

    • Click Create Role to add it to your project.

  • View and Manage Roles:

    • All created roles will be listed in the Roles tab for easy reference.

    • You can review, update, or manage these roles as your team or project needs evolve.

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