A Closer Look: Roles

Tuesday, September 5th @ 11am MST 

Hosted By:
KC Brothers, Product Marketing Group Lead
Brad Rigby, Product Manager Group Lead
Malcolm Felt, Product Manager
 
See how powerful tools can help you get more work done with less confusion and coordination, clearer assignments, and work queues. We'll show you how roles can be applied on tasks, subtasks, templates, and client records..

In this webinar, you'll learn: 

• How to identify roles at your firm
• When to use roles vs. teams
• Why roles is the best way to assign work