Workhub: Resource Planning, Allocation & Time Tracking

Overview Back to top

Teams define which users are visible on the scheduler. For Jira sites with many users, teams are essential — the scheduler displays only members of the currently selected team(s), keeping the view focused and performant. Without teams configured on a large instance, the scheduler would need to load hundreds or thousands of users, which is impractical.

A team is a named group of Jira users — essentially a saved user filter. When you select a team in the scheduler toolbar, only its members appear as rows on the timeline. The same user can belong to multiple teams. Issues, worklogs, and leave data remain unchanged — the team simply controls which people are visible.

Teams are also used for filtering in other parts of the app:

• Timesheets — filter progress reports by team to review a specific group's submissions.
• Reports — scope utilization and worklog reports to a particular team.
• Leave — view leave requests from team members.

Creating a Team Back to top

Only app admins can create and manage teams. To create a new team:

1. Go to Settings › Teams.
2. Click Create Team.
3. Enter a team name (e.g., "Frontend Team", "Backend Team", "Design").
4. Add members using the user picker — search by name and select users from the dropdown.
5. Reorder members using drag handles or up/down arrows to control the display order on the scheduler.
6. Click Save.

Managing Teams Back to top

The Teams settings page shows all configured teams with their member counts. Available actions include:

• Edit — change the team name, add or remove members, and reorder the member list.
• Delete — remove the team entirely. Deleting a team does not affect the users themselves — only the grouping is removed. Issues, worklogs, and other data remain intact.

Teams on the Scheduler Back to top

When teams are configured, the scheduler toolbar displays a team filter dropdown. Users can:

• Filter by team — select a team to show only its members as rows on the scheduler timeline.
• Select multiple teams — combine teams to compare workload across departments or project groups.
• Focus during planning — managers can narrow the view to their own team members during planning sessions, reducing visual noise from unrelated resources.

The team filter works alongside other scheduler filters (project, status, search). When both a team filter and a project filter are active, only issues assigned to team members within the selected projects are displayed.

Team Filters Back to top

Teams are used as filters across multiple features in WorkHub:

Related Pages Back to top

• Resource Scheduler — Gantt-like timeline where team filters control which users are visible.
• Workload Management — Capacity indicators per person per day, scoped by team selection.
• Settings — Admin configuration including team management.
• Permissions & Access — Control who can create and manage teams.