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On this page
  • View Workload
  • Filter Your View
  • View by Day, Week or Month
  • Set Capacity
  • Manage Resources
  1. Cross Project

Teams

PreviousGlobal Search and HotkeysNextRoadmap

Last updated 8 days ago

The Team feature provides visibility into your team’s workload and capacity. By understanding each member’s schedule and current workload, you can allocate resources more effectively and coordinate tasks more efficiently.

To access this feature, click Teams in the sidebar menu.

View Workload

The Workload view provides a day-by-day visualization of how much work each team member has been assigned, compared to their available capacity. This makes it easy to identify overloads and balance work more effectively.

You can view workload by member or by group.

  • The percentage in blue boxes shows the group’s workload relative to its total capacity.

  • Click a group name to expand it and view the schedules of its members.

  • The number in green boxes indicates each member’s workload vs. their capacity (measured in man-hours or estimated points).

  • Click a member’s name to expand and view their assigned tasks.

  • Boxes will turn red when a member or group is overloaded.

Note:

  • Members not assigned to any group are listed individually below the grouped sections.

  • Tasks that are scheduled but not yet assigned to anyone appear in the Unassigned group at the bottom of the view.

Filter Your View

Use the filter options to narrow your view by Group, Assignee, Project, or Date Range. This helps you focus on specific teams, individuals, or time periods.

In Box View, you can measure workload and capacity using one of the following methods:

  • Man-hours

  • Estimated Points

  • Work Items

Note: You can only view project workload using one measurement method at a time. Switching between methods will update the view accordingly.

View by Day, Week or Month

Choose how you want to visualize workload: by day, week, or month to get the level of detail that best fits your planning needs.

Set Capacity

Setting the capacity of team members helps you identify overloads and reassign work more effectively. This ensures smoother resource coordination and improved efficiency.

Modify the capacity

  1. Hover over the name of the group and click the pencil icon.

  2. Click the - or + button to modify the capacity of each member in the group.

  3. To apply the same capacity to all members in a group, click Edit in Bulk and set the desired value.

  4. Hover over the individual member’s name and click the pencil icon to set a custom capacity for that member.

Note:

  • The unit for setting capacity (story points, man-hours or work item count) depends on the workload measurement method selected for the project.

  • When workload is measured in Man-hours, each member's capacity is fixed at 8 hours per day and cannot be edited.

  • Group capacity is automatically calculated as the sum of individual member capacities.

  • Weekly capacity is spread evenly from Monday to Sunday, excluding non-workdays.

  • You can choose to apply the same capacity value to all members for consistency.

Manage Resources

Efficiently manage your team's workload and minimize delays with intuitive tools for reallocating tasks and reviewing work details.

Reallocate Work

Easily rebalance assignments by dragging and dropping tasks from one member's box to another. This helps distribute workload more evenly and reduces the risk of missed deadlines.

View Work Details

  • Hover over a task to preview its details.

  • Click on the workload estimate to adjust it directly from the card.

  • Click on the task itself to open the full work detail view.

Group

Member

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