Assignment Rules

The Assignment Rules page in SnapAssign provides an overview of all the assignment rules configured for each team. This page allows administrators to manage and organize the rules that determine how issues are assigned to team members based on various criteria such as source, method, and shifts.

Page Overview

• The page lists all teams, with the ability to expand each team to view their specific assignment rules.

• Each team has a set of assignment rules that define how issues are distributed to its members.

• The rules are organized in a table format with the following columns:

  • Name: The name of the assignment rule.

  • Source: The source of issues that the rule applies to (e.g., projects, all issues).

  • Method: The method used for assignment, such as Load Based or Round Robin.

  • Shift: The working hours or shifts during which the rule applies. Shifts are labeled with color-coded lozenges for easy identification.

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Assignment rule list

Key Features

• Team Expansion and Collapse:

  • You can expand or collapse each team's section by clicking on the team name to display or hide its assignment rules.

  • This feature helps users manage multiple teams efficiently on the same page without overwhelming the interface.
    
    

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    Team expansion and collapse

• Assignment Rule Details:

  • Each rule displays the following information:

    • Name: The unique name of the rule.

    • Source: The origin of the issues to be assigned (e.g., projects, all issues).

    • Method: The assignment method used (e.g., Load Based, Round Robin).

    • Shift: The working hours or shifts during which the rule applies, such as 08:00 - 15:59 Shift, 16:00 - 23:59 Shift, 00:00 - 07:59:00 Shift. These shifts are color-coded for clarity.
      
      

• Default Assignment Rule:

  • Each team has a Default Assignment rule, which acts as a fallback to ensure that all issues are assigned, even if they don't meet the conditions of the other rules.

  • The Default Assignment rule applies to All Issues and typically uses a Round Robin or Load Based method with the Default 24/7 Calendar for all team members.

  • This rule cannot be deleted but can be edited to adjust the team members and calendar.
    
    

• Search Functionality:

  • At the top of the page, there is a Search bar that allows users to quickly find specific rules or teams by entering keywords.
    
    

• Add New Rule:

  • The + Assignment Rule button at the top right allows administrators to create a new assignment rule for a selected team.

    1. Provide a name for the rule and select source projects.

    2. Click "+ More" to refine the source with additional criteria like:

       • Status: Filter issues by their current status.

       • Issue Type: Specify types such as Task, Bug, Story.

       • Issue Priority: Set priority levels for issues.

       • Issue Filter: Utilize existing filters shared by the organization.

       • JQL: Advanced filtering using JQL (Jira Query Language).

    3. Proceed to the Method section.

       • Round Robin: Issues are assigned in a round-robin fashion.

       • Load Based: Assign based on the load (by count of assigned issues or by the sum value of a selected field).

    4. Click "Next" to proceed to the Shift section.

       • Shifts: Define shift names, calendars, and assignable team members.

    5. Click "Save" to create the rule.
       
       

Understanding the Assignment Methods

• Load Based: This method assigns issues based on the current workload of team members. The member with the least assigned tasks (or load) will receive the next task.

• Round Robin: This method assigns issues sequentially among available team members to ensure an even distribution of tasks.