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Available swimlanes
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The new view lets you organize data into the following swimlanes:
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Individuals | People assigned to tasks (assignee) | ||||||
Teams | BigPicture teams (go to the teams module to review the teams). | ||||||
Projects
| Sub-boxes (for a project box that would be lower-level boxes, such as Program Increments, Iterations, Stages, Sprints etc.; for a portfolio box those would be project boxes in a portfolio) | ||||||
Skills
| BigPicture skills assigned to tasks |
You can use the Resources module to view the utilization of your Resources on the Individual or Team levels. This is where you can plan your team’s work or assign tasks to team members. A simple drag-and-drop mechanism makes task assignments easy and intuitive.
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Assigning a task to a team member does not mean that the task is assigned to a team. You can enable warnings to help you identify such situations.
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You can use the "Find Perfect Match" feature that works with both individual and team assignments |
Use drag-and-drop
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To use this functionality, make sure that tasks are visible in the Resources module.
The drag-and-drop mechanism can be used both in Individuals and Team views.
Change the task period
Use drag and drop re-position a task on the timeline – simply drop the tasks into a new spot.
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Keep in mind that the scheduling rules still apply:
If a task position is limited by e.g. a strong dependency or a scheduling mode and it is impossible to move a task, you will see a a warning message with a reason.
Moving one task may result in moving its parent/children.
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Example:
Example:
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Assign a task to a user/team
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Move task between swimlanes
Use drag-and-drop to change the task:
assignee
team
skill
Note: you can’t use drag-and-drop to move a task between project rows.
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Unassigned tasks scheduled for a given period are visible when you expand Tasks without a value are in the "Unassigned" row.
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Remember:
assigning a task to a team doesn't result in assigning it to a
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person.
assigning a task to
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a person doesn't
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always assign a task to a team
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(read more about the settings on Team set based on task assignee page).
Click on a task to see a pop-up Box and easily check the team and assignee details. Use the find a perfect match feature to assign a task to a team or assignee.
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Team based on task assignee
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Individuals View
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The individual view represents a single Resource’s perspective, hence all the presented values are calculated for each resource separately. Bear in mind that the "Individuals with tasks" view represents only the Individual resources that are assigned to at least one task in the time scale displayed. This means that if a resource does not have tasks assigned within the displayed period, it will not be displayed.
Individuals view filters
In the Individual view, you can narrow down what users are being displayed:
Individuals with tasks - Users with assigned tasks only
Individuals not assigned to a team
Unassigned - tasks without an Assignee
Members of a selected Box team - users from one selected team are listed
You can select multiple options at the same time.
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Only active team members are visible in the swimlanes. Once an individual resource is no longer a member of the team, the Box Admin should close their team membership.
Teams View
In Teams view, each row represents a single Team allocated to a Box. Think of this as a "team-centric" view. When enabled, the Team capacity value represents the sum of all team members' capacities (Workload plans) reduced by the number of non-working hours based on Holiday and Absence plans.
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Team view Filters
Additional built-in filters are very useful when working with the team-centric view. Select "Unassigned" to show the tasks not assigned to any Team member. Select one or multiple teams.
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Liam is a member of "Team Smartwatch" but his membership start date is set to 1st of August 2021. He is not listed in June, because his membership hasn't started yet: But is listed during his team membership period: |
Teams - "Unknown"
Most tasks are either unassigned (no team assigned) or are assigned to a particular team.
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