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Initiative Features
Individual Role Tags

Individual Role Tags

Assign and manage Individual Role Tags within initiatives to clarify responsibilities and enhance accountability. Use default or custom tags, search and filter by roles, and export data for better visibility and streamlined task management.

Published on January 13, 2025

What Are Individual Role Tags?

Role tags are labels assigned to individuals in an initiative to define their roles and responsibilities. You can create custom role tags based on your organization’s specific needs.

How to Set Up Individual Role Tags

Assign Role Tags to Individuals

  1. Navigate to Single Initiative > Audience > Individuals Tab.
  1. Select an individual.
  1. Under Overview, click on the Role Tag dropdown to select one or multiple tags.
  1. To add a Custom Role Tag, click Edit, which opens a modal where you can create and assign new tags.

View Role Tags in the Individuals Tab

  1. Go to Single Initiative > Audience > Individuals Tab.
  1. Click on the eye icon in the upper right corner.
  1. Enable the “Project Role” column to display assigned role tags.

Search and Filter by Role Tags

  1. Search:
      • In the Individuals Tab, use the search bar to locate individuals by their assigned role tags.
  1. Filter:
      • Click the funnel icon and filter by role tag for better visibility of responsibilities.

Export Role Tags

  1. In the Individuals Tab, you can export a list of individuals along with their assigned role tags by using the Export function.

Using Role Tags at the All Initiatives Level

The same functionality is available at the All Initiatives level:
  1. Navigate to All Initiatives > Audiences > Individuals Tab.
  1. Enable the “Role Tags” column by clicking the eye icon in the upper right corner.
  1. Use the search bar or filter option to locate or sort individuals by their role tags.

Default Role Tags and Auto-Assignment

For your convenience, ChangePlan includes several default role tags. These include:
  • Change Manager
  • Benefit Owner
  • Activity Deliverer
  • Risk Owner
  • Impact Owner
These tags are automatically assigned based on the individual's responsibilities within an initiative.

Streamlined Accountability

Role tags ensure every individual’s responsibilities are clearly defined, reducing confusion and improving accountability.

Task Assignments Made Easier

When creating impacts, risks, or activities, role tags make it easier to assign tasks to the right individuals.

Improved Reporting and Visibility

By enabling the “Role Tags” column and using the search and filter features, you can quickly locate individuals based on their responsibilities and gain better visibility into your initiative's structure.

Customizable for Your Organization

Add custom role tags to align with your team’s unique needs, ensuring flexibility and relevance.

Pro Tips for Maximizing Role Tags

  1. Standardize Role Tags: Use consistent role tags across initiatives for better organization and reporting.
  1. Use Filters for Insights: Filter by role tag to identify gaps in role assignments or see how responsibilities are distributed across the initiative.
  1. Export for Analysis: Export role tag data to share with stakeholders or analyze team responsibilities at a higher level.
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