A Job Title is assigned to each team member in Team Settings.
Job Titles are used when Viewing Capacity and Scheduling Tasks.
Viewing Capacity
When viewing capacity, you can add a filter to only see capacity for a specific job title. This allows you to see the available capacity for a group of people with the same title. This can be helpful if you have work that arises that needs to be completed by a certain skill set. By filtering the capacity charts by this job title, you can look for a team member with available capacity to take on the work.
Scheduling tasks
To make scheduling faster, you can reduce the team members that appear available to work on a task by assigning tasks to roles. For example, you can assign “Coaching” to Partners and not to any of the other Job Titles. When scheduling Coaching tasks, only team members that have been allocated the “Partner” job title will show in the “Assigned To” list. This is particularly useful for larger organizations that have big team lists to search through when scheduling.
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