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Issue Integration ​

The most powerful aspect of SetGet's Workforce Planning module is its deep integration with the issue management system. Positions are not just a staffing abstraction — they connect directly to work items, enabling auto-assignment, smart suggestions, and full visibility across every layout.

Position field on work items ​

Every work item has an optional Position field. When a position is assigned to a work item, it establishes a connection between the staffing plan and the actual work.

Where you can set the position ​

LocationBehavior
Work Item SidebarEditable dropdown — select or change the position
Peek OverviewEditable dropdown — same as sidebar
Work Item Creation ModalEditable dropdown — set position at creation time
Spreadsheet LayoutInline editable dropdown column (transparent mode, next to Assignees)
List / Board LayoutRead-only badge showing position name with category color dot
Bulk OperationsUpdate position for multiple work items at once

Position display in different layouts ​

The position field adapts its display to match each layout's conventions:

List and Board (all-properties view)

  • Displayed as a compact read-only badge with:
    • Category color dot (small circle)
    • Position title (truncated to fit)
    • Border style matching other property badges (cycle, module, labels)
  • Hidden when empty — No placeholder or empty badge is shown

Spreadsheet Layout

  • Displayed as an editable dropdown column
  • Uses transparent mode (no border) to match other spreadsheet columns
  • Positioned next to the Assignees column
  • Click to open the position selector

Sidebar and Peek Overview

  • Full editable dropdown with position list
  • Shows position title with category color and fill rate

Activity Feed

  • Position changes are recorded in the work item activity timeline
  • Shows "set position to [Position Name]" or "removed position"

Auto-assignment ​

When a member is assigned to a position, all unassigned work items linked to that position are automatically assigned to the new member.

How it works ​

  1. A work item is created with Position set to "Senior Frontend Developer".
  2. The position currently has no members assigned.
  3. Later, a project manager assigns Alice to the "Senior Frontend Developer" position.
  4. SetGet automatically:
    • Finds all work items linked to this position that have no assignee
    • Adds Alice to the assignee list of each work item
    • Sends a notification to Alice for each newly assigned work item

Important rules ​

  • Only unassigned items — Work items that already have one or more assignees are not modified. This prevents overriding manual assignment decisions.
  • Immediate execution — Auto-assignment happens as part of the position assignment action, not as a background job.
  • Notification dispatch — Each auto-assigned work item triggers a standard assignment notification.
  • Multiple items — If 10 unassigned work items are linked to the position, all 10 are assigned in one operation.

TIP

Use auto-assignment to prepare work items before staffing a position. Create the work items, set their position, and when the right person joins the project and is assigned to the position, they instantly receive their workload.

Smart suggestions ​

When assigning a work item to a member, SetGet can suggest the most qualified person based on the work item's labels and the team's expertise.

How suggestions work ​

  1. The work item has labels (e.g., "Frontend", "React", "Performance").
  2. SetGet matches these label names against expertise category names (case-insensitive).
  3. Members with matching expertise are ranked by:
    • Seniority level — Higher rank first (Senior before Junior)
    • Current workload — Less loaded members preferred
    • Verification status — Verified expertise ranked first
  4. The top matches appear in the member dropdown under a "Suggested" section header.

Where suggestions appear ​

Suggestions are shown in the member dropdown whenever it appears in the context of a work item:

  • Work item sidebar (assignee field)
  • Peek overview (assignee field)
  • Issue creation modal (assignee field)
  • Spreadsheet layout (assignee column)

The dropdown is divided into sections:

── Suggested ──
  Alice (React → Senior, 45% allocated)
  Bob (Frontend → Mid-Level, 30% allocated)
── Others ──
  Charlie
  Diana
  Eve

Triggering suggestions ​

Suggestions are fetched lazily — they load when the member dropdown opens for a work item that has labels. The results are cached per work item (by label combination) with a maximum cache size of 30 entries to prevent memory issues.

API endpoint ​

GET /api/workspaces/{slug}/projects/{projectId}/suggest-assignees/?label_ids=id1,id2,id3

Returns a list of suggested members with their expertise match details, verification status, and current workload.

Display properties toggle ​

The Position field can be shown or hidden using the Display Properties control, available in all layouts:

  1. Click the Display Properties button (or gear icon) above the issue list.
  2. Toggle Position on or off.
  3. The position column/badge appears or disappears across the current view.

Position is enabled by default when the Workforce Planning module is active.

Filter and group by position ​

You can filter and group work items by position:

Filtering ​

  1. Open the Filters panel.
  2. Select Position from the filter options.
  3. Choose one or more positions to filter by.
  4. Only work items linked to the selected positions are shown.

Grouping ​

  1. Open Display Options.
  2. Set Group By to Position.
  3. Work items are organized into groups by their linked position.
  4. Unlinked work items appear in a "No Position" group.

Activity tracking ​

All position changes are recorded in the work item activity feed:

  • Position set — "set position to Senior Frontend Developer"
  • Position changed — "changed position from Junior Dev to Senior Frontend Developer"
  • Position removed — "removed position"

These activities appear alongside other work item changes (state, assignee, priority, etc.) in chronological order.

Bulk operations ​

You can update the position for multiple work items at once:

  1. Select multiple work items using checkboxes.
  2. Open the bulk actions menu.
  3. Select Update Position.
  4. Choose the new position.
  5. All selected work items are updated.