Guide: Clarifying Roles with a RACI Matrix
A RACI matrix eliminates confusion by defining who is Responsible, Accountable, Consulted, and Informed for each task in a project.
How to Use:
1. AI Assistant: Describe your project, the people/roles involved, and what they do. The AI will create the tasks, roles, and initial assignments. Click 'Generate RACI Matrix' and save when prompted.
2. Standard Setup: Manually add all project 'Tasks' and all involved 'Roles'.
3. Assign Values: In the matrix table, click on a cell to open a dropdown. Select one or more values (R, A, C, I) for that role's involvement in that task. You can assign multiple values (e.g., someone can be both Responsible and Consulted).
4. Export to PDF: Once your matrix is complete, use the 'Export as PDF' button to generate a professional document for sharing.
5. Export to Word: Pro and AI Pro members can also use the 'Export as Word' button to get a text-based version of the matrix for easy inclusion in reports.
Now that you know how it works, head to the dashboard to start building your own diagrams.