The teams field is a custom field in Jira Software. To make this field appear in Jira Software issues, you'll first need to add this custom field to the screen that's being used in the corresponding Jira Software project.
There are two types of teams to choose from in Advanced Roadmaps:
- Private teams only exist within your plan so you can explore what-if scenarios and see how changes to your teams will affect your plan. This is what Advanced Roadmaps refers to as Scenario planning.
- Shared teams are available across your organization and can be assigned to work on multiple plans.
In the Teams tab underneath your plan name, you’ll see the list of teams included in your plan, as in the example below:
This team snapshot includes:
- the issue source associated to the team
- the capacity and iteration length (capacity information will vary depending on whether it’s a Scrum or Kanban team, as well as how their work is estimated)
- members of the team
- whether the team is shared or private (indicated by the lozenge)
You can also Filter issues by this team to view only the issues assigned to the specific team in your plan.
You need Advanced Roadmaps user permission to save team changes in Jira Software.
Create a new team
Every team you create in Advanced Roadmaps will begin as a private team and will only exist within this specific plan. Once created, you can convert a private team to a shared team. This cannot be reversed.
To create a new private team:
- In the Teams tab, navigate to + Add team > New private team.
- Choose a name for your team, then select an issue source that you want to associate with the team. Issues from this issue source will be given a higher priority for this team. Learn more about Issue sources.
- Choose whether your new team will be a Scrum team or a Kanban team, then set the iteration length and capacity. The type of team you choose will have an impact on how capacity is handled and managed in a plan.
- Add members to the team.
- When you’re happy with your team, select Create.
Your team will now be available in your plan, but the changes won’t be finalized until you Save selected changes in Jira using the Review changes button.
Convert a private team to a shared team
In the Teams tab, select Share from the more menu on the team you’d like to convert into a shared team, and follow the dialogue to confirm your choice. Once shared, you can then assign it to issues across multiple plans.
Add a shared team
To add a shared team to a plan:
- In the Teams tab, navigate to + Create team > Add existing shared team.
- Start typing to find the team you’d like to add. Select the team > Add shared team.
Edit a team
Whether it's a private team or a shared team, you can edit the following details:
- team name
- associated issue source
- capacity and iteration length
- team type (only if all teams in the plan use time-based estimates)
To edit a team, navigate to the Teams tab and select more > Edit for the team you want to edit. Modify the details of the team, then select Save.
Assign work to a team
Once your teams are set up, you can easily assign any issues by typing the team’s name into the Team column of your plan.
Delete a team
When a team is no longer needed, you can remove them from your plan. Shared teams can be re-added to your plan, but you can’t recover a deleted private team.
To delete a team, navigate to the Teams tab and select more> Delete for the team you want to remove, then confirm that you want to delete this team from your plan.