Tool → assigned to a tool role → role sits in a team → tool appears on the team page
The role has to be a or a , which come from the pattern catalog.
Open and adopt the role you need, for example Project Management, to a team. Services work the same way from .
Open that role from .
Use its assignee picker and choose the tool. Because the role is a tool role, the picker searches tools rather than people.
The tool now shows on the role, on the team page, and in the section of the supplier's own record.
Every supplier record lists the roles that vendor is known to fill. We maintain this across the whole platform, which is why it is marked Managed by Moral Fabric.
- Already adopted here. Click the pill to jump to the role.
- Click one to adopt it to a team without leaving the supplier.
If the role you want isn't listed, adopt it from the pattern catalog and assign the tool there.
Each team page collects the tools linked to any role in that team, and keeps itself current as roles change hands.
The "Software Apps, Tools & AI" role sits in the Operations team and is assigned Slack, Asana and 1Password. All three appear on the Operations team page. Move the role to another team and the tools move with it.
It goes through a role, and that role has to be a tool or service role for the picker to offer tools.
It isn't a tool or service role. Adopt one from or .
No. Descriptions are plain text.
Remove it from that role's assignees, the same way you would unassign a person.