When using a template or service from the Wethos Scope Library, the item will come pre-filled with roles that you may want to adjust to fit your team's roles and responsibilities.

By assigning tasks to a teammate, you can easily manage the workflow of your project through Wethos.


1. Once you've finalized your scope, head over to the "Manage tab."

You'll notice a section at the bottom with Open Roles based on the roles you scoped into your project.

2. Hover over an open role and click the carrot that appears to the left. A dropdown will display the services that are associated with this role.

3. Swap out who is responsible for this service by clicking "Assign Role" and choosing a new role that best fits. The service will disappear from this role and appear within the role you designated. All information will be transferred over including the budget and service details.


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