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Job Roles in Wrike

Overview

Job roles allow you to transfer your employees' job titles in Wrike and use them for effort planning and allocation. Create custom job roles specific to your company, e.g., “designer” or “mobile developer," and allocate them to users in your account to make future project planning easier.

Combined with other features, job roles help you 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 vs. user groups

User groups make sharing data and notifying large groups of account users easier. The purpose of job roles, on the other hand, is to help you clearly define which talent you'll require to perform tasks.

That’s why, unlike user groups, job roles can be added as task assignees. At the same time, 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 @mentions. However, later you can group all tasks assigned to a certain job role on the Workload chart and distribute them among your employees while also confirming that they have enough time to successfully finish the tasks.

Use job roles

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:

  • To effectively organize your new projects and confirm that you have enough resources to finish them successfully.

  • To group your employees based on what they do in your company.

  • To assign tasks to these groups of employees without notifying or sharing the task with them.

Staff projects using job roles

There are a few simple steps to staffing your projects using job roles in Wrike:

  1. Create job roles and allocate them to users in your account.

  2. Identify or create projects that need to be staffed and assign tasks within these projects to job roles. This way all users who have access to the projects will know exactly which talent is required to complete them.

  3. Set effort that’s required to finish each task within the projects and define tasks’ start and end dates. This lets you get an overview of how much time employees will need to finish the tasks and over which period of time.

  4. Create or open an existing Workload chart to distribute tasks among employees. Workload chart shows employees’ current workload, so you can easily determine which have enough time to finish the tasks that you're about to assign to them.

    Tip

    Create a separate Workload chart for each group of employees with the same job role. It’ll be easier to see the workload of all available employees before assigning tasks to them.

  5. Set the horizontal Backlog Box in the Workload chart to show all tasks from the projects that need staffing. Tasks in the box are automatically grouped by job role and project.

  6. All that’s left is to assign tasks to users. Once you match the task that's assigned to a certain job role with the actual user who has that job role allocated to them, the job role will disappear from the list of assignees automatically.

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