Teams & Capacity

Group members into teams and manage their capacity.

What is a Team?

A team is a named group of workspace members that you can organize together — for example, "Design Team", "Development Team", or "Account Management". Teams are used to organise project assignments and view workload capacity together.

Note: "Teams" (groups) are different from "team members" (individual people in your workspace).

Managing Teams

Go to Teams from the top menu or workspace settings.

Creating a Team

1. Click New Team.
2. Enter:
   • Name — e.g., "Design Team"
   • Description — What this team does
   • Color — A visual color label for the team in charts
3. Click Save.

Who can create teams? Owners, Admins, and Members.

Adding Members to a Team

1. Open the team's detail page.
2. Click Add Member.
3. Select a workspace member.
4. Optionally mark them as Team Lead — the lead is highlighted in capacity views and reports.

Assigning Projects to a Team

1. Open the team's detail page.
2. In the Projects section, click Assign Project.
3. Select a project.

Team members can now be allocated hours on that project in the capacity planner.

Capacity Planning

Capacity planning shows how much work your team has relative to their available hours, so you can avoid overloading individuals or spot when you have free bandwidth.

Go to Capacity in the top menu.

Views Available

• Team view — Capacity for all members this week, grouped together
• By team view — Capacity broken down by each team group
• Team detail view — Drill into a specific team to see individual member workloads

Setting a Member's Capacity

Each team member has a weekly capacity in hours (e.g., 40 hours per week).

1. Go to Capacity.
2. Find the member and click their capacity number.
3. Set their hours per week.

Creating an Allocation

An allocation assigns a block of hours from a team member to a specific project for a period of time.

1. Go to Capacity → Allocations.
2. Click New Allocation.
3. Set:
   • Member — Who is being allocated
   • Project — What they are working on
   • Hours per week (or total hours)
   • Start and end date
   • Notes (optional)
4. Click Save.

Allocations appear in the capacity view and show how much of each person's available time is committed.

Setting a Time Estimate on a Task or Ticket

From any task or ticket, you can set an estimated number of hours. These estimates roll up into capacity views so you can see projected load versus available hours.

Frequently Asked Questions

Can one person be on multiple teams? Yes. A person can be a member of as many teams as needed.

What is a Team Lead? The Team Lead flag is a marker to indicate who leads that group. It affects display in capacity charts and reports but does not change the person's workspace role (Owner/Admin/Member).

Do I have to use teams to use capacity planning? No. You can plan capacity at the individual member level without creating formal team groups. Teams are useful when you want to view workload aggregated by department or function.

How is capacity percentage calculated? Capacity % = (Total allocated hours for the week) ÷ (Member's weekly capacity hours) × 100. Over 100% means they are overallocated.