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Configure the tooltips for Improvement, Task, Chart, and Project roles

The Admin area is only accessible by administrators; only System Administrators can perform the functions detailed on this support page. 


If you find that your users are getting over the different Improvement, Task, Chart, and Project roles, you might want to create a customized tooltip for each explaining things.

System Administrators are able to create customized tooltips for the following positions on each workflow:

  • Responsible
  • Assigner
  • Author
  • Collaborators
  • Followers
  • Sponsors
  • Facilitators
  • Leaders
  • Participants


These tooltips can be seen by hovering over the role on an item's team list.


How do I customize the tooltips?

Navigate to the "Tooltip Customization" admin page, then:

  • Uncheck the box next to "Use Default" under any item role to add a customized tooltip.

    In the text area below that checkbox, add the text that you want your users to see.

  • Check the box next to "Use Default" if you want to switch back to the default tooltip.

  • Click 2018-05-11_1534.png.

NOTE: Once you've saved your changes, you will need to log out and back in to be see the changes take effect.


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