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Workload Balancer to manage team's work intake

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Level 3

09-06-2021

The use case:

Project Owners assign a team from a different department to tasks on their project. The team then looks at the tasks in the Workload Balancer of their team view (Unassigned Tasks) and allocates users and hours to the task.

Currently doing this we are facing two problems, where the task will not show up in the balancer, and the team does not take notice of the assignment.


1.) When the team is assigned to a parent task, but not to a child task. The task will show up in the backlog, but not in the balancer, because we can not plan hours on a parent task. However, it is important to see the assignment in the balancer as well, so the task is noticed.


2.) When the team is assigned to a task, but there are also users assigned who are not part of the team. - It is pretty common that a team and not team but project related users are assigned to the same task. However, these tasks are not visible in the Workload Balancer, because they are not unassigned, but also not assigned to a user of the team.


It would be great to find a solution where all tasks assigned to the team will show up in the balancer, so teams can use the balancer for reliable planning and do not miss any work items in their planning.

1 Comment

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Level 6

16-02-2022

I think I'm following you on number 2 and want the same thing - many times for some teams, the whole team is assigned to a task (not individual users, but the WF Team is assigned, like Web Team for example). In the Web Team's balancer, it shows tasks assigned to people on the team, but doesn't show any tasks assigned to the Team itself. this is very frustrating!