Create a RACI matrix using SharePoint

This article demonstrates how to create a Responsibility assignment matrix using SharePoint.

A Responsibility assignment matrix (also called RACI matrix) allows to quickly understand the tasks of different roles in a company. Such a matrix can be created in SharePoint quite easily with the help of two SharePoint lists that use some lookup columns and a column formatter.

In the end you will have two lists:

RACI Roles: This list contains all the roles you have defined for your company. It also shows which employee a role has been assigned to.
RACI: This list contains the RACI matrix showing all the tasks that are assigned to your roles.

RACI Roles List

First create a new list in a Site Collection called RACI Roles

Add the following columns to the list RACI Roles:

Column name	Column type	Column settings	Usage
Department	Choice	Check Can add values manually	You can add the name of the affected department here to quickly filter for roles per department.
Description	Multiple lines of text		You can add a short summary of the role here.
AssignedTo	Person or Group	Check Allow multiple selections	Assign users to this column which have been assigned to the role.
RACILink	Single line of text		Will be used later to automatically generate a link to a specific role

RACI List

Afterwards create another list called RACI

Add the following columns to the list RACI:

Column name	Column type	Column settings	Usage
Department	Choice	Check Can add values manually	You can add the name of the affected department here to quickly filter for RACIs per department.
Responsible	Lookup	Check Allow multiple values Select list as source = RACI Roles Select a column from the list above = Title	Add the person(s) here who is responsible for this task.
Accountable	Lookup	Check Allow multiple values Select list as source = RACI Roles Select a column from the list above = Title	Add the person here who is accountable for this task.
Consulted	Lookup	Check Allow multiple values Select list as source = RACI Roles Select a column from the list above = Title	Add the person(s) here who is consulted for this task.
Informed	Lookup	Check Allow multiple values Select list as source = RACI Roles Select a column from the list above = Title	Add the person(s) here who is informed about this task.

RACI Link

Copy the url of the default list view for the list RACI (e.g. https://YourTenant.sharepoint.com/sites/RACITest/Lists/RACI/AllItems.aspx).

Go to the list RACI Roles and update the format the column RACILink (click column name, choose Column settings and click Format this column, paste the code below in the textbox and click Save) using the following JSON (replace AddUrlToYourListViewHere with the url to your list view):

{
  "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/column-formatting.schema.json",
  "elmType": "a",
  "txtContent": "=[$Title] + ' RACI Matrix'",
  "attributes": {
    "target": "_blank",
    "href": "='AddUrlToYourListViewHere' + '?view=7&q=\"' + [$Title] + '\"'"
  }
}

Now lets add some demo data to the list RACI Roles (leave RACILink empty because it will be generated automatically):

As a final step add some RACIs to the list RACI and assign users to Responsible, Accountable, Consulted and Informed fields:

When you now go back to the list RACI Roles and click on of the values in the column RACILinks you will be redirected to the list RACI pre-filtered by the role name.

Information: Since this link is using search it can take some minutes for the results to show up in it will also search the title field. Therefore also results containing the name of the role in the title will also show up.