RACI Module
Manage projects, tasks, and accountability using the RACI matrix (Responsible, Accountable, Consulted, Informed).
Overview
The RACI module (/raci) is a lightweight project & task tracker built on the RACI matrix. Each task has exactly one Accountable owner and any number of Responsible, Consulted, and Informed users.
It is typically used by the Strategy & Innovation team and Super Admins to coordinate cross-team work that does not fit inside a single project request.
Where it fits
RACI is independent of the 7-Step Workflow. Use it when you need to track an internal initiative, side project, or recurring task that has multiple stakeholders.
RACI Roles
| Role | Letter | Meaning |
|---|---|---|
| Responsible | R | Does the actual work. Multiple users allowed. |
| Accountable | A | Final authority and owner. Exactly one per task. |
| Consulted | C | Provides input before decisions. Multiple users allowed. |
| Informed | I | Kept up to date on outcomes. Multiple users allowed. |
RACI Projects vs. Tasks
| Entity | Purpose |
|---|---|
| Project | Optional container used to group related tasks. A task can also exist on its own. |
| Task | The primary unit of work. Has dates, status, and a RACI assignment list. |
Task Statuses
| Status | Meaning |
|---|---|
| Initiated | Task is created but work has not started |
| In Progress | Work is actively being done |
| Closed | Task is finished and no further action is needed |
RACI Status (per assignment)
Each individual user assignment has its own status:
| Status | Meaning |
|---|---|
| Initiated | Assignment was just created |
| In Progress | Assignee is actively working on their part |
| Completed | Assignee has finished their part |
Alignment Status
Before an assignment is "live", the assigned user must align (acknowledge) it:
| Status | Meaning |
|---|---|
| Pending | Awaiting the assignee to confirm their role |
| Aligned | Assignee has acknowledged and accepted the role |
A Bulk Align action lets you align all of your pending assignments at once.
Date-based RAG
Tasks are colour-coded based on their expected start and closure dates compared to today:
- 🟢 Green — on track
- 🟡 Amber — at risk (close to or just past expected date)
- 🔴 Red — overdue
Creating a Task
- Open RACI from the sidebar.
- Click + New Task.
- Fill in:
| Field | Required | Description |
|---|---|---|
| Task Name | Yes | Short descriptive name |
| Description | No | Longer context |
| Project | No | Optionally link to a RACI project |
| Expected Start | No | When work should begin (used for RAG) |
| Expected Closure | No | Target completion date (used for RAG) |
- Save. The task is created with status Initiated.
Assigning Users
- Open the task drawer.
- Add the Accountable user first (only one allowed).
- The Accountable user — or an admin — can then assign R / C / I users.
- Each assigned user receives a notification and must Align to confirm.
Filtering & Search
The RACI list page supports:
- Search — debounced (300 ms) full-text search across task names
- Status — filter by Initiated / In Progress / Closed
- RACI Status — filter by assignment status
- Project — dropdown filter (limited to 100 projects per fetch)
- Page size — choose 10, 25, 50, or 100 (preference saved in your browser)
My Assignments
The My Tasks tab on /raci (also reachable via /raci/my-assignments) shows only the tasks you are assigned to, regardless of role.
RACI Reports
Visit /raci/reports for:
- KPI tiles — total projects and tasks broken down by status
- Status distribution charts
- Role breakdown (R / A / C / I counts)
- Comparison tables across projects
Permissions
Only Super Admin and members of the Strategy & Innovation team can create or edit RACI projects and tasks. All assigned users can update the status of their own assignments and align them.
See Roles & Permissions for the full permission matrix.