Documentation – Workload and Capacity Manager for Jira

How to Use Workload and Capacity Manager for Jira

Welcome to the Workload and Capacity Manager for Jira documentation. Follow this guide to learn how to balance and optimize your team’s workloads by distributing tasks easily with drag-and-drop functionality.

1. Install the Plugin

• Install Workload and Capacity Manager for Jira from the Atlassian Marketplace.
• Once installed, the plugin will enable user workload management across your Jira projects.
• In the dropdown menu "Apps" click on the "Workload Optimizer" tab

2. Set Up Your Workload View

• Use this view to easily spot overloaded or underloaded team members.
• Adjust which issues you want to balance by selecting Jira user groups or individual users.

3. Drag and Drop Issues to Balance Workload

• Click and drag any issue from one user’s column to another to redistribute tasks. This ensures that no one team member is overwhelmed while others are underutilized.

4. Apply Custom Filters

• Filter issues by project, status, issue type, or created date to focus on specific tasks. You can also include/exclude statuses or save filter templates for future use.

5. Save Filter Templates

• Save your filter configurations for future use, making it easy to quickly load custom views that match your team's specific needs.

Additional Tips

• Optimize Team Efficiency: By balancing the workload among users, you’ll ensure smoother project progress and reduce team burnout.
• Save Time: Drag and drop issues between users without the need for long team discussions.

Troubleshooting & Support

If you encounter issues or need help, reach out to our Support Desk. We're here to assist you.