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    • Teams

    Owned by Emily Brooks
    Last updated: Oct 09, 2024
    7 min read

    The Teams page is where you can manage all your project teams in one place. This page allows you to create, view, edit, and delete teams, as well as manage assignment rules and team members.

    Page Layout and Features:

    • Team List: The main area of the Teams page displays a list of all teams. Each team is listed with its name, assignment rules, and members. You can also reorder teams using the drag-and-drop functionality.

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    Create a new team

     

    • Create a New Team: By clicking on the "+ Team" button on the right-hand side, you can create a new team.

      1. Click on the New Team button to open the dialog.

      2. Team Name: Enter the name of the team.

      3. Projects: Select the projects for which this team. Add more context by clicking on "+ More".

        1. Issue Status: Define specific issue statuses (e.g., Open, In Progress).

        2. Issue Type: Choose specific issue types (e.g., Task, Bug).

        3. Issue Priority: Set priorities (e.g., High, Medium).

        4. Issue Filter: Use predefined filters (must be shared by the organization).

        5. JQL: Enter advanced JQL queries for more refined issue selection.

      4. Team Members: Select the team members who will be part of this team.

      5. Click "Create" to save the new team.

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    Team details

    • Team Details: For each team, you'll see the following:

      • Order: The position of the team in the list, which you can rearrange as needed.

      • Team Name: The name of the team.

      • Assignment Rules: The rules that determine how tasks are assigned to the team members.

      • Team Members: The members of the team, displayed with their avatars and names. If there are more members than can be displayed, a "+X" indicator will show how many additional members there are.

    • Actions:

      • Edit: You can modify the team’s name, members, and assignment rules by clicking the "Edit" option in the dropdown menu next to each team.

      • Enable/Disable: If you wish to retain the team without deleting it but also want to halt any new assignments for the team, you can enable or disable the team accordingly.

      • Delete: If you need to remove a team, the "Delete" option is available in the dropdown menu.

    When you click on a team in the Teams page, you will be directed to the Team Details page. This page provides an in-depth view of the team's activity, members, and assignment rules.

    Overview Tab

    The Overview tab is the default landing page for each team. It offers two primary sections:

    1. Activity Gadget:

      • This section displays the recent issues that have been assigned to the team's members.

      • It provides a summary of the active assignment rules, the total number of issues assigned for the week, and a breakdown of assignments per hour.

      • You can view the specific issues, their status, assignees, and the date they were assigned.

    2. Performance Gadget:

      • This section features a bar chart that shows the latest assignments based on the assignment rules applied to the team.

      • The chart allows users to visualize which rules are being used most frequently and the distribution of tasks across those rules.

      • You can toggle individual rules on or off by clicking on the legend items to customize the data displayed.

    Members Tab

    The Members tab is where you can manage the team's members:

    • Add Team Member: Use the "+ Team Member" button to add new members to the team.

    • Manage Members: Each team member is displayed with their avatar and name.

      • Activate/Deactivate: You can deactivate a member by selecting the "Deactivate" option from the dropdown menu. This will temporarily remove them from active assignments without permanently deleting them.

      • Delete: If you need to remove a member from the team entirely, select the "Delete" option from the dropdown menu.

    Assignment Rules Tab

    The Assignment Rules tab in the SnapAssign app allows users to define the logic that determines how issues are assigned to team members. Multiple assignment rules can be created, and their order of precedence can be managed through drag-and-drop functionality.

    Understanding Assignment Rules

    Assignment rules determine how issues are distributed among team members. The rules are evaluated sequentially, starting from the first rule in the list. When a rule's conditions are met, that rule is executed, and the remaining rules are skipped.

    • Order: The order in which rules are executed can be rearranged by dragging and dropping the rules.

    • Name: Each rule has a unique name for identification.

    • Source: The source defines the projects and issue types that the rule applies to.

    • Method: The method specifies how issues are assigned (e.g., Round Robin, Load Based).

    • Shifts: The shifts determine which team members are available for assignment during specific times.

    Creating a New Assignment Rule

    To create a new assignment rule, follow these steps:

    1. Click on "+ Assignment Rule":

      • This will open a dialog where you can define the new rule.

      • Setup Phase:

        • Name: Enter a name for your rule.

        • Projects: Select the projects that this rule will apply to. The number of issues that match the selected project(s) will be displayed.

        • Add More Sources: By clicking on "+ More", you can add additional filters, such as Issue Type, Status, Priority, Issue Filters, or even custom JQL queries to further refine the source.

         

        By adding additional sources, the app will display the number of issues associated with the applied filter. You can simply click on the provided link to review these issues before proceeding further.
        Please note that only public filters (those shared within the organization) will appear in the Issue filter drop-down.

    2. Method Phase:

      • Method: Choose the assignment method (e.g., Round Robin, Load Based).

        • Round Robin: Issues are assigned in a rotating order among team members.

        • Load Based: Issues are assigned based on the current load of team members.

      • Assign if Unassigned: Check this option to assign issues only if the assignee field is empty.

      • Single Assignment: Check this option to ensure the rule assigns each issue only once.

    3. Shifts Phase:

      • Shift Name: Define shifts for the rule, specifying when team members are available.

      • Calendar: Select the calendar that applies to this shift.

      • Team Members: Choose whether all team members or only selected members will be included in the shift. You can also exclude specific members from the shift.

    4. Finalizing the Rule:

      • After defining the shifts, click Save to finalize the rule. The new rule will be added to the list, and its precedence can be adjusted by dragging it to the desired position.

       

    Managing Assignment Rules

    • Editing a Rule:

      • Click the "Edit" option from the action menu to modify an existing rule.

    • Disabling a Rule:

      • Use the "Disable" option to temporarily disable a rule without deleting it.

    • Deleting a Rule:

      • If a rule is no longer needed, it can be removed using the "Delete" option.

    Default Assignment Rule

    Each team has a DEFAULT ASSIGNMENT rule that cannot be deleted but can be edited. This rule acts as a fallback mechanism, ensuring that any issue that does not match the criteria of other rules is still assigned to a team member.

    • Source: The DEFAULT ASSIGNMENT rule does not have a specific source; it applies to all remaining issues.

    • Calendar and Team Members: You can edit the calendar and team members for this rule to control when and to whom these fallback issues are assigned.