Redesigning Roles

Redesigning Roles

The Role Redesign tab helps you plan and document changes.

How to Use

1. Review your Target Role Capacity (your ideal workload hours).

2. Drag and drop Handoff tasks through workflow stages:

   • To Handoff – Tasks you want to delegate.
   • Planned – Handoffs you’re preparing to action.
   • Now – Handoffs currently in transition.
   • Done – Completed handoffs.

3. Click a task card to add details:

   • Status – e.g., Now / Done / Planned.
   • Who – The role or person taking over.
   • Handover Plan – Notes or instructions for transition.
   • Notes – Additional comments.

🧭 Tip: You can use this screen live in team workshops to plan delegation and redesign.