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Job roles are a part of the Wrike for Professional Services package and Wrike Resource add-on. Admins can create and manage job roles. Regular and external users can assign tasks to job roles.
Job roles are a grouping category in Wrike. Create custom job roles specific to your company, for example, “designer” or “mobile developer,” and allocate them to users in your account to make future project planning easier. In combination with other features, job roles help you to distribute work among employees, taking into account their available time and required effort. You can read more about how to use job roles below.
Job Roles are designed to help you with planning and staffing your new projects and effectively distributing work among employees based on their workload.
Use job roles:
There are a few simple steps to staffing your projects using job roles in Wrike:
When you assign a task to a job role, users with this role don’t get any notifications, and they don’t automatically get access to the task. This way you can plan projects without distracting your employees with unnecessary Workload chart and distribute them among your employees while also confirming that they have enough time to successfully finish the tasks.
Account admins can create job roles. For admins on Enterprise accounts, this right may be disabled.
Creating a job role adds a new grouping category in your account. You’ll be able to group your employees according to their role in the company, for example, “developer,” “consultant,” “designer,” etc.
To create a job role:
Your job role is created. Now you can proceed to assign tasks to the job role.
*Bill/cost rates are only available for Wrike for Professional Services accounts.
Admins can allocate job roles to other admins and users. For admins in Enterprise accounts, this right may be disabled.
After you assign job roles to users, you can view this information in their profile and create separate Workload charts for employees with the same job role.
The job role is now allocated to the user, and you can see it in the user’s personal profile and in the Job Role column in the User Management Chart.
You can always remove job roles from users. To do so, select “None” in the drop-down menu on Step 7 described above.
You can also allocate and remove job roles from several users at the same time:
The job role is successfully allocated or removed from all users that you selected.
Regular and external users can assign tasks to job roles unless it is restricted by their access role.
Assigning tasks to job roles gives you the ability to quickly overview which people need to work on each of the tasks. You’ll also be able to group the tasks in the Backlog box of a Workload chart when you are ready to assign them to actual employees.
You can add job roles as assignees to:
The task is assigned to the job role. You can also assign tasks to job roles in Table view and on the table part of the Gantt chart.
Wrike Tip! Use mass editing to assign or unassign multiple tasks from job roles.
Note: Users do not get any notifications that a task was assigned to the job role that they have. You can later proceed to the Workload chart to assign this task to a user who will be working on it. A task is automatically unassigned from its job role when you assign it to a user with the same job role.
To unassign a task from a job role, hover over the job role in the assignee section and click on the “X” that appears.
Note: If you add Bbasic or Daily effort to tasks that have job roles among assignees, job roles will also be taken into account when Wrike calculates effort. Flexible effort can only be allocated to users and not to job roles.
Admins can manage job roles. For admins in Enterprise accounts, this right may be disabled.
To edit or delete a job role:
When you delete a job role, it disappears from all tasks and from the information of all users to whom it was assigned. Deleted job roles cannot be restored.