Roles - Claude Board

Roles let you define reusable personas for Claude agents. Each role has a name, description, system prompt, and color. When assigned to a task, the role’s prompt is prepended to Claude’s instructions.

Creating a Role

Open the project menu and click Roles
Click New Role
Fill in:
- Name — Short identifier (e.g., “Backend Expert”, “Security Reviewer”)
- Description — What this role specializes in
- Prompt — System prompt text that guides Claude’s behavior
- Color — Visual indicator for the role

Assigning Roles to Tasks

When creating or editing a task, expand Options and select a role from the role picker. The role’s prompt is automatically included in Claude’s instructions for that task.

Use Cases

Role	Prompt Focus
Backend Expert	”Focus on server-side code, database queries, and API design.”
Frontend Specialist	”Focus on React components, CSS, and user interactions.”
Security Reviewer	”Review code for OWASP vulnerabilities and security best practices.”
Documentation Writer	”Write clear, concise documentation with code examples.”
Test Engineer	”Write comprehensive unit and integration tests with edge cases.”

Roles work well with auto-queue — assign different roles to tasks in a pipeline so each agent has specialized expertise for its task.

Global vs Project Roles

Project roles are scoped to a single project
Global roles are available across all projects

Both are managed from the Roles modal in the project menu.