Task Roles are a way to create placeholders for assignees in Task Templates
Task Roles can be added to Task Templates as a placeholder for the assigned user.
📑 Learn To:
🔒 Permissions:
Admin and Standard Roles can access Task Roles and Task Templates in Settings by default. 
To manage Task Roles on Deals or Properties, a user must have a role that grants access to deal task settings or property task settings. Admin and Standard Roles can access task settings by default. 
💡 Things to Consider
Task Roles must be added before they can be applied to Task Templates.
The user assigned to the Task Role can be changed at any time, as needed. If the user assigned to the Task Role is changed, all task items that do not have a status of "Complete" will be updated to the new Task Role assignee.
Task Roles are not applied retroactively. Once Task Roles are set up in a Task Template, they will populate for new Task Lists created from the template moving forward. Existing Task Lists will not be affected.
⚙️ Steps
Add Task Roles in Account Settings
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Select the gear icon to navigate to account settings.
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Select User Management from the Settings menu.
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Select "Roles".
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Select "+Add Role", then enter a name for the role then select save. Typically, roles will be closely aligned with job duties/job titles. Select "Create".
Repeat as many times as you need to create a list of Task Roles specific to your company.
Now, the Task Roles will be available in the "Assign to Role" field within Task Templates.
Next, learn how to add Task Roles to Task Templates.
Add Task Roles to Task Templates
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Select the gear icon to navigate to account settings.
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Select Task Templates from the Settings menu.
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Select a Task Template to open it.
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Task Roles will be set up at each individual task item. Select a Task Item from the Template to view Task Item details.
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Find the "Assign Task to a Role" toggle and turn it on. The "Assign to User" field will change to a "Assign to Role" field.
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Select a Task Role from the dropdown. The Task Role will save to the task automatically.
Now, when a new Task List is created from the Task Template, the Task Role will act as a placeholder for the future assignee.
Next, learn to manage the Task Roles on Deals or Properties.
Manage Task Roles on Deals or Properties
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Select a deal or property and navigate to the Task tab.
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Select Settings in the left sidebar.
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Under Manage Task Roles, use the dropdown to select any user to assign to the Task Role.
