Team view (formerly Box view) allows you to see what your team is working on, what they've accomplished, and what their capacity is.
If changes need to be made to your team's workload, manage resources by dragging and dropping tasks. You can also use Team view to see workload charts for tasks, time estimates, and even Sprint points!
What you'll need
- Team view is not available on the Free Forever Plan.
- 100 uses of Team view are included on the Unlimited Plan. Uses include:
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Updating task statuses.
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Creating tasks.
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Expanding boxes.
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Updating workload type.
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Sorting.
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Updating Layout options in the Customize menu.
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- Unlimited uses of Team view are included on the Business Plan and up.
- Anyone, including guests, with Edit permissions, can create Team views.
Add a Team view
To add a Team view:
- Click + View in the Views Bar to open the Views modal.
- Optional: You can check the Private view box if you don't want anyone else to access this view or the Pin view box if you want the view to always display in your Views Bar.
- Select Team.
- Once the view has been created you can give the view a name and customize it using the Customize menu on the right.
Use Team View
In Team view, there's a box representing each assignee in the location of the view (Space, Folder, or List), and a box for tasks that don't have an assignee. Each box contains workload details for each assignee.
Tasks are grouped by status to give you an overview of each member's current workload.
You can easily expand all tasks on a box with one click!
Workload dropdown
In Team view, you can use the Workload dropdown in the upper-left of the view to switch between different display types.
Display options:
- Number of tasks: See the number of tasks in Not Done vs Done statuses.
- Time estimate: See the time estimated for tasks in Not Done vs Done statuses.
- Sprint Points: See the number of Sprint Points in Not Done vs Done statuses.
- Points: If you're using a Custom Field to track effort, choose to view those points.
Show menu
You can use the Show settings to customize what information is displayed on the boxes.
- In the upper right corner of the view, click Show.
- Choose if you want to show the following options:
- Task locations: Show which Space, Folder, or List a task is located in.
- Subtask parent names: For subtasks, show the name of the parent task.
- Tasks in Multiple Lists: Show which tasks are added to multiple lists.
- Assigned comments: Show how many assigned comments a user has in the group of tasks you're in.
- You can click an assigned comment to view and/or resolve it.
Workload Report
The Workload Report box is only available on the Business Plan and up.
Easily see who in the Workspace gets the most done, who has the most open tasks, and who could manage more work.