Guides

The Operation plugin helps you organize your work effectively by structuring tasks around Teams and Cycles. By assigning tasks to teams and distributing them across time-bound cycles, you can improve team collaboration, planning accuracy, and performance tracking.

👥 What is a Team?

A Team represents a group of users working together within your organization or on a shared product area. Each team has its own:

• Tasks (Issues)
• Projects
• Cycles
• Custom workflows and views

How to Create or Join a Team

To create a new team:

1. Go to Sidebar → Settings → Teams
2. Click "Add Team"
3. Fill in the team name, description, permissions, and other configurations

To join an existing team:

• Hover over the team name in the sidebar and click Join team

What is a Cycle?

A Cycle is a time-bound period (e.g., 2 weeks) during which a team plans, works on, and completes tasks. It functions similarly to an Agile sprint.

How to Create a Cycle

1. Navigate to the Cycles section from the sidebar
2. Click "Create Cycle"
3. Define the cycle name, start and end dates, and select the team it belongs to
4. Save to create the new cycle under that team

Assigning Tasks to a Cycle

• From the task detail view, use the Cycle field to select a cycle
• If the task’s due date falls within an active cycle, it will automatically be assigned to that cycle

🎯 Why Use Teams and Cycles?

• Each team can independently manage its own workflow and focus areas
• Cycles help teams plan short-term work and evaluate progress in a measurable way
• Improves visibility, accountability, and team velocity over time

→Next step: How to Track and Prioritize Your Work