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Individual and Team view

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 the work of your teams or assign tasks to team members. A simple drag and drop mechanism makes task assignment easy and intuitive.

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.

You can use the "Find Perfect Match" feature that works with both individual and team assignments

Use drag-and-drop to reposition a task

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.

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.
 Click here to expand...

moving PXVI-17 will move PXVI-16:

PXVI-19 must happen immediately after PXVI17

Assign a task to a user/team

Use drag and drop to assign a task to a different resource or team – simply drop the tasks in the resource's row.

Unassigned tasks scheduled for a given period are visible when you expand the "Unassigned" row. 


  • assigning a task to a team doesn't result in assigning it to a resource.
  • assigning a task to an individual doesn't automatically assign a task to a team. 

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. 

Team based on task assignee

The task is automatically assigned to the team based on the task assignee.


Change of the task assignee.



The automation is not run:

  • If the assignee is in more than one team in a box.
  • The task is in the sub-scope (sub-box such as Iteration) and the scope definition is different for each team (avoiding the endless loop of team assignment).

Recalculation is NOT triggered when:

  • The team membership changes:
    • The assignee is moved to another team in the box.
    • The assignee is added to another team in the box.
    • The assignee is removed from another team in the box.
    • The assignee is removed from a team (to which the task is currently assigned).
  • The task period changes (the assignee's membership is no longer in the task period). 

Deleted team

When a team is deleted from a box, the task is placed in the 'unknown' team swimlane.

Individuals View 

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.

In the displayed time period, only active team users are listed. Once an individual resource is no longer a member of the team, the Box Admin should close their team membership.

 Click here to expand...

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 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.

Team view Filters

There are additional inbuilt filters very useful when working with the team-centric view. Select "Unassigned" to show the tasks not assigned to any of the Team members, select one or multiple teams.

Teams - "Unknown"

Most tasks are either unassigned (no team assigned) or are assigned to a particular team. 

When the assignment is unclear, a task is placed in the Unknown category (below the "unassigned" row):

  • "Other Box team" → a task has been assigned to a team, but that team doesn't exist in the context Box (the team hasn't been added to the Box you're in). The task is in a scope of another Box - in that Box the task is already assigned to a team. 
  • "Unknown" → team information can't be matched to any existing Boxes that contain a task (the task been assigned team information, such as a team code; however, no matching team has been found in any Boxes the task is in). 
  • "Undetermined" - in the app, multiple teams have the same information (team code). The app can't determine which team should the task belong to. 

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