Task grouping

Grouping

The new grouping mechanism allows for a two-level grouping of tasks. Grouping provides you with better insight into your portfolio. Now, you can easily track things like individual allocation and workload across projects and teams.

Open

Thanks to grouping, you can get high-level insights into your projects on a portfolio level (see a few examples):

• Based on assigned tasks, what is the workload assigned to each person in a project.

Open

• What percentage of individuals' capacity is allocated to a project.

• Workload associated with timeboxes on a project level (insight into the person’s aggregate workload in each timebox)

Manage grouping

Activate grouping

First, select the main swimlane. Then, select how to group the data further into additional swimlanes.

Grouping combinations

The new mechanism currently allows for the following grouping combinations:

1. Individuals by:

   1. projects (sub-boxes)

   2. teams

2. Teams by:

   1. projects (sub-boxes)

   2. individuals

3. projects (sub-boxes) by:

   1. individuals

   2. teams

Clear grouping

Click the orange dot to clear the grouping.

View adjustment

Make adjustments to ensure you get the insights you’re after.

Affected by

• Coloring rules when grouping.