Responsibilities for objective owners, project managers, team members and reviewers.
| Role | Objectives and alignment | Key result checkpoints | Work packages and tasks | Check-ins and approvals | Blockers and risks | Review and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | View |
| Delivery Lead | Edit | Edit | View | View | View | View |
| Project Manager | Edit | View | Edit | Edit | Edit | Edit |
| Team Member | View | View | Edit | Edit | View | Edit |
| Check-in Reviewer | View | — | View | View | View | View |
| Blocker Owner | View | — | View | View | Edit | Edit |
Maintains users, reference records and access for the operating team.
Owns objective direction and reviews progress and evidence across the organization.
Starts on: Active Objectives
Plans work against objectives and follows exceptions through review.
Starts on: Active Objectives
Updates assigned work and submits dated check-ins.
Starts on: Tasks In Flight
Inspects check-in approval outcomes and follows failed attempts to their source.
Starts on: Check-Ins Awaiting Approval
Triages raised blockers and follows their status to verification.
Starts on: Open Blockers
Start free, then use Proto to change fields, steps and approvals before your team goes live.