New Color-Coding Feature in the XLSX Version xls file will open in Compatibility Mode. Depending on your template, you can share the final chart as a link, PDF, word doc, HTML, or Excel spreadsheet.Screenshots of the new view controls for Gantt Chart Template PRO version 2.3 for Excel 2010 (XLSX) A RACI matrix is most useful if everyone involved in a project clearly understands their roles. Step 4: Share the RACI chartĪfter fully customizing and filling the template, share the final document with team members in the project. This can be a CEO, a sponsor, or high officials in an organization. Lastly, anyone that must be updated about the task progress is labeled I, which represents a person team members or leaders report to. Not all tasks in your RACI chart will have a C. This person offers advice or additional information about a task. This person oversees the task and ensures the individual labeled R completes the project properly and on time.Īfter that, the individual consulted for their expertise to help R complete a task should be labeled C. Next, a person accountable for the task should be labeled A. In short, an individual labeled R is the task doer. R stands for a person who’ll be hands-on in the project tasks. Live editing ensures everyone involved accesses project updates in real-time to start assigned jobs as fast as possible.Ĭreate ClickUp tasks to build an SOP and assign RACI individuals for everyone’s visibility Step 3: Assign the R, A, C, and I acronyms to each taskĮvery task you list on the template must have at least one of these letters (R, A, C, or I). Since the template exists on the cloud, team members can easily access the RACI chart and collaborate on the project seamlessly. It also has sections to add notes to each assigned task, allowing project managers to comment on job performance. This streamlines project management by helping you ensure peak productivity and tasks are completed on time. It also provides more clarity into job status by showing tasks that are: It has a section to record job progress to provide more insights into how quickly and efficiently a team or an individual is doing the assigned task. For example, in addition to the features of a typical RACI matrix, team members can show whether or not they are ready to start a task. Well, this template delivers that and goes beyond the basic elements of a RACI chart. This template ensures you leave no detail behind to ensure roles and responsibilities are clear in your project.Ī RACI template should clearly show tasks and define who’s responsible for what. In addition to the RACI chart, the template has areas to set expectations, include additional notes, and outline tools necessary to complete tasks. You can also invite team members via email to access the chart.ĬlickUp’s RACI Chart template is undoubtedly at the next level because of its unique features. Alternatively, share it using a public or private link, depending on who you want to access the RACI matrix. Export the Doc as a PDF, Markdown, or HTML file. There are multiple ways to share the RACI chart. All changes to the template will be saved to the cloud, ensuring you resume customization at your convenience. For example, you can color-code at-risk tasks or call attention to those with tight deadlines. What’s more, you can color-code tasks to differentiate them from others. This saves time exporting the RACI chart and sharing it with individual departments or group members. Even better, the drag-and-drop functionality in some sections makes the template beginner-friendly and super easy to customize.Įdit the template in real-time so different groups and all team members access updates as they occur. It’s simple to update content and add rows and columns to your liking. This RACI template is easily customizable to suit your unique needs. This ensures you distinctly outline who completes, reviews, or gets consulted concerning a particular task. It’s a RACI planning Doc with a chart that identifies and describes team members’ roles in a project. Download This Template RACI Chart Template by ClickUpĪ RACI chart should clearly define roles and responsibilities in a project this template gets that.
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