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Project & Tasks Assignment

Wendy
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Projects at a Glance
— projects · — avg complete · just now
Project Roadmap 25 projects
ProjectJan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26Dec 26
P1SANDSTARActive20%
20%
P1SLIMPAYActive25%
SLIMPAY · 25%
P1OLGActive30%
OLG · 30%
P1AICODINGActive40%
AICODING · 40%
P1WETRACKActive45%
WETRACK · 45%
P2TRADESHOWActive35%
TRADESHOW · 35%
P2BULKVENDActive50%
BULKVEND · 50%
P2LAUNDRYActive53%
LAUNDRY · 53%
P2AIZENDESKActive20%
AIZENDESK · 20%
P2FLEETActive25%
FLEET · 25%
P2BILLINGActive30%
BILLING · 30%
P2GPAYActive35%
GPAY · 35%
P2TELEMETRYActive40%
TELEMETRY · 40%
P2LOCOMOBIActive45%
LOCOMOBI · 45%
P2H2HFISERVActive50%
H2HFISERV · 50%
P2BATCHCARTActive0%
BATCHCART · 0%
P3BILLING2Discovery0%
BILLING2 · 0%
P3CASHUBDiscovery0%
CASHUB · 0%
P3CAMPUSDiscovery0%
CAMPUS · 0%
P3TAPREADYDiscovery0%
0%
P3CODEREDMDiscovery0%
0%
P3AIRSERVEDiscovery0%
AIRSERVE · 0%
P3COINRPTDiscovery0%
0%
P3GPAYCPActive90%
90%
P1EXECDASHActive0%
EXECDASH · 0%
Active
Discovery
Queue
Discovery Document → Evaluate & Create Tasks Auto-extract

Paste discovery notes or upload a .txt / .md / .csv / .json file. We'll extract candidate tasks from bullets, numbered lists, and items under Tasks/Requirements/Features sections — then suggest an assignee per task based on role match + availability. Review, edit, and commit.

Client-side heuristics — best with structured docs (markdown bullets, numbered lists, CSV, or JSON).
New Project Intake Role match + availability
Roles Needed
Add one row per role you need. The engine will match by role first, then rank candidates by current availability.
Team Availability –
Current workload based on Sprint 30.
No suggestions yet. Fill in the project details on the left, add the role requirements, and click Suggest Team Assignments.
Current Team Utilization –
Reflects the team's live workload. If you accept a suggestion above, those hours are added here so you can see the new picture.
Team Utilization
–
Weighted across all members
Total Hours Booked
–
–
Free Capacity
–
Hours available this week
Availability
–
–

Resource Planning Dashboard

The full Resource Planning dashboard opens in a new tab where Add / Edit Project modals work natively with full scrolling and a visible Save button.

Tip: changes you save in the new tab are stored in your browser and stay across reloads of either page.
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Active
Discovery
Queue
Tasks by Project 117 tasks in Sprint 30
▼ P1 Sandstar Global Token & Multiple Email Active 1/3 done · 33% 1 in progress
TaskAssigneeStatusPrioritySprintDueEst.Actions
Design token refresh schema
JJ
James J.
 Done P1 S24 · Apr 10 3d
Multi-email routing logic
JJ
James J.
 In Progress P1 S24 · Apr 24 ⚠ 5d
End-to-end QA on tokenized flow
JJ
James J.
 To Do P2 S24 · May 2 ⚠ 2d
▼ P1 Slim Payment Library + Multi-Terminal Token Chaining Active 1/9 done · 11% 2 in progress 1 review 1 blocked
TaskAssigneeStatusPrioritySprintDueEst.Actions
Refactor core payment library
DS
Daniel S.
 Done P1 S24 · Apr 5 5d
Crash on token reuse (hotfix)
DS
Daniel S.
 Blocked P1 S24 · Apr 22 ⚠ 2d
Implement multi-terminal token chain
DS
Daniel S.
 In Progress P1 S24 · Apr 26 ⚠ 8d
Error handling & retries
DS
Daniel S.
 In Review P2 S24 · Apr 22 ⚠ 2d
Performance benchmark harness
DS
Daniel S.
 In Progress P2 S24 · Apr 28 ⚠ 3d
Chain validation tests
DS
Daniel S.
 To Do P2 S24 · May 1 ⚠ 3d
Terminal firmware bridge Unassigned To Do P2 S24 · May 12 4d
Docs: chaining API Unassigned To Do P3 S24 · May 8 2d
Security audit follow-up items
DS
Daniel S.
 To Do P3 S24 · May 15 3d
▼ P1 OLG Lottery Kiosk POC — Phase 1 Active 1/6 done · 17% 2 in progress 1 review
TaskAssigneeStatusPrioritySprintDueEst.Actions
Kiosk wireframes (lottery flow)
GC
Gavin C.
 Done P1 S24 · Apr 8 3d
Payment provider integration
GC
Gavin C.
 In Progress P1 S24 · Apr 28 ⚠ 6d
Printer driver compatibility check
RR
Randall R.
 In Review P2 S24 · Apr 24 ⚠ 2d
Lottery back-office sync
RR
Randall R.
 In Progress P2 S24 · Apr 30 ⚠ 4d
Regression test bench setup
RR
Randall R.
 To Do P2 S24 · May 5 ⚠ 3d
Kiosk housing vendor assessment
GC
Gavin C.
 To Do P2 S24 · May 8 2d
▼ P1 AI Adoption in Coding Active 4/24 done · 17% 5 in progress 3 review 1 blocked
TaskAssigneeStatusPrioritySprintDueEst.Actions
Define AI tooling rollout plan
JJ
James J.
 Done P1 S24 · Apr 2 5d
License procurement (team)
JJ
James J.
 Done P1 S24 · Apr 5 2d
Security review of AI prompts
JJ
James J.
 In Review P1 S24 · Apr 24 ⚠ 3d
Compliance review (data handling)
JJ
James J.
 In Review P1 S24 · Apr 25 ⚠ 3d
Model access proxy service
II
Ivan I.
 In Progress P1 S24 · Apr 30 ⚠ 5d
Roadmap sync — platform team
JJ
James J.
 Done P2 S24 · Apr 8 1d
Onboarding session — engineers
LL
Leon L.
 Done P2 S24 · Apr 10 2d
Code review: AI suggestions rollout
LL
Leon L.
 In Review P2 S24 · Apr 22 ⚠ 2d
Dev-tooling evaluation playbook
LL
Leon L.
 In Progress P2 S24 · Apr 28 ⚠ 5d
Prompt library in shared repo
II
Ivan I.
 In Progress P2 S24 · May 1 ⚠ 3d
Adoption metrics dashboard
LL
Leon L.
 In Progress P2 S24 · May 2 ⚠ 5d
Onboarding session — QA
LL
Leon L.
 To Do P2 S24 · May 5 ⚠ 2d
Agent harness PoC
II
Ivan I.
 To Do P2 S24 · May 10 5d
Usage audit + misuse policy
JJ
James J.
 To Do P2 S24 · May 15 2d
IDE plugin recommendations
LL
Leon L.
 Blocked P3 S24 · Apr 30 ⚠ 2d
PR description auto-draft
II
Ivan I.
 In Progress P3 S24 · May 1 ⚠ 2d
Prompting guide & examples Unassigned To Do P3 S24 · May 8 4d
Sprint retro (adoption)
JJ
James J.
 To Do P3 S24 · May 12 1d
Cost reporting by team
LL
Leon L.
 To Do P3 S24 · May 12 2d
Model comparison benchmark
II
Ivan I.
 To Do P3 S24 · May 14 3d
Test-gen experimentation
II
Ivan I.
 To Do P3 S24 · May 18 3d
Tool catalog website Unassigned To Do P3 S24 · May 20 3d
Release notes auto-draft Unassigned To Do P4 S24 · May 22 2d
Feedback survey Q2
LL
Leon L.
 To Do P4 S24 · May 25 1d
▼ P1 WeTrack - Automate Onboarding Active 1/12 done · 8% 3 in progress 1 review
TaskAssigneeStatusPrioritySprintDueEst.Actions
Onboarding flow analysis
GC
Gavin C.
 Done P1 S24 · Apr 5 3d
Template automation engine
DS
Daniel S.
 In Progress P1 S24 · Apr 25 ⚠ 6d
Role-based onboarding emails
LL
Leon L.
 In Review P2 S24 · Apr 22 ⚠ 3d
User provisioning connector
DS
Daniel S.
 In Progress P2 S24 · Apr 28 ⚠ 4d
Audit log for onboarding events
II
Ivan I.
 To Do P2 S24 · Apr 30 ⚠ 2d
SSO integration
GC
Gavin C.
 To Do P2 S24 · May 2 ⚠ 5d
Admin onboarding dashboard
II
Ivan I.
 In Progress P3 S24 · Apr 30 ⚠ 3d
Notification preferences UI
LL
Leon L.
 To Do P3 S24 · May 5 ⚠ 2d
Welcome message templates Unassigned To Do P3 S24 · May 8 2d
Activation reminders scheduler
GC
Gavin C.
 To Do P3 S24 · May 10 3d
Metrics: time-to-first-login
II
Ivan I.
 To Do P3 S24 · May 12 2d
Intro video embed component Unassigned To Do P4 S24 · May 12 1d
▼ P2 Trade Show Devices Active 0/3 done · 0% 1 in progress
TaskAssigneeStatusPrioritySprintDueEst.Actions
Device imaging script
GC
Gavin C.
 In Progress P2 S24 · Apr 25 ⚠ 2d
Backup terminal sync test
GC
Gavin C.
 To Do P3 S24 · Apr 30 ⚠ 1d
Pack & ship booth devices Unassigned To Do P3 S24 · May 1 ⚠ 1d
▼ P2 Bulk Vending Active 1/15 done · 7% 4 in progress 1 review 1 blocked
TaskAssigneeStatusPrioritySprintDueEst.Actions
Bulk SKU catalog model
II
Ivan I.
 Done P2 S24 · Apr 8 4d
Unit/case pricing toggle
II
Ivan I.
 In Review P2 S24 · Apr 24 ⚠ 2d
Bulk pricing rule engine
II
Ivan I.
 In Progress P2 S24 · Apr 25 ⚠ 6d
SKU import wizard
II
Ivan I.
 In Progress P2 S24 · Apr 28 ⚠ 3d
Shipping rate calculator
II
Ivan I.
 Blocked P2 S24 · Apr 28 ⚠ 3d
Vend machine signaling protocol
KK
Kunyang K.
 To Do P2 S24 · Apr 30 ⚠ 5d
Bulk checkout UI (merchant side)
YY
Yuchen Y.
 In Progress P2 S24 · Apr 30 ⚠ 4d
Machine tray mapping
KK
Kunyang K.
 In Progress P2 S24 · May 1 ⚠ 3d
Inventory sync endpoint
KK
Kunyang K.
 To Do P2 S24 · May 2 ⚠ 3d
Bulk discount tiers Unassigned To Do P3 S24 · May 5 ⚠ 2d
Export order history CSV Unassigned To Do P3 S24 · May 8 2d
Bulk order alerts
II
Ivan I.
 To Do P3 S24 · May 8 2d
Label printing integration
KK
Kunyang K.
 To Do P3 S24 · May 10 3d
Bulk returns workflow Unassigned To Do P3 S24 · May 15 3d
Pilot site rollout plan Unassigned To Do P3 S24 · May 20 2d
▼ P2 Laundry Active 0/5 done · 0% 1 in progress 1 review
TaskAssigneeStatusPrioritySprintDueEst.Actions
Remote diagnostics endpoint
RR
Randall R.
 In Review P2 S24 · Apr 24 ⚠ 3d
Cycle selection UI
YY
Yuchen Y.
 In Progress P3 S24 · Apr 30 ⚠ 4d
Coin-equivalent fallback pricing
YY
Yuchen Y.
 To Do P3 S24 · May 2 ⚠ 2d
Card-reader integration
RR
Randall R.
 To Do P3 S24 · May 5 ⚠ 3d
Pilot location deployment Unassigned To Do P3 S24 · May 15 2d
▼ P2 AI Adoption Zendesk Integration Active 1/4 done · 25% 1 in progress
TaskAssigneeStatusPrioritySprintDueEst.Actions
Zendesk app scaffold
LL
Leon L.
 Done P2 S24 · Apr 8 2d
Auto-suggest responses model
LL
Leon L.
 In Progress P2 S24 · Apr 24 ⚠ 4d
Agent feedback capture
LL
Leon L.
 To Do P3 S24 · May 2 ⚠ 2d
Tone/style guardrails Unassigned To Do P3 S24 · May 8 2d
▼ P2 Fleet Cards Active 1/7 done · 14% 1 in progress 1 review
TaskAssigneeStatusPrioritySprintDueEst.Actions
Card BIN routing rules
DS
Daniel S.
 Done P2 S24 · Apr 5 3d
Fleet card activation API
DS
Daniel S.
 In Review P2 S24 · Apr 22 ⚠ 3d
Merchant allow-list rules
DS
Daniel S.
 In Progress P2 S24 · Apr 28 ⚠ 3d
Fraud alert hooks
DS
Daniel S.
 To Do P2 S24 · May 8 3d
Certification test harness
DS
Daniel S.
 To Do P2 S24 · May 12 4d
Velocity limit config Unassigned To Do P3 S24 · May 5 ⚠ 2d
Fleet portal reporting
LL
Leon L.
 To Do P3 S24 · May 10 3d
▼ P2 Billing Phase 1 Active 1/8 done · 13% 2 in progress 1 review
TaskAssigneeStatusPrioritySprintDueEst.Actions
Revenue ledger schema
LL
Leon L.
 Done P2 S24 · Apr 5 5d
CSV export format + schema
LL
Leon L.
 In Review P2 S24 · Apr 24 ⚠ 2d
Monthly statement generator
LL
Leon L.
 In Progress P2 S24 · Apr 30 ⚠ 6d
Merchant statement viewer
YY
Yuchen Y.
 In Progress P2 S24 · Apr 30 ⚠ 3d
Finance reconciliation export
LL
Leon L.
 To Do P2 S24 · May 5 ⚠ 3d
Historical data backfill
LL
Leon L.
 To Do P2 S24 · May 8 4d
Statement email delivery Unassigned To Do P3 S24 · May 2 ⚠ 2d
Dispute flag workflow Unassigned To Do P3 S24 · May 10 3d
▼ P2 Global Payments (Sierra) Certification w Payrillium - CNP Active 0/6 done · 0% 1 in progress 1 review
TaskAssigneeStatusPrioritySprintDueEst.Actions
Decline response handling
DS
Daniel S.
 In Review P2 S24 · Apr 24 ⚠ 2d
Sierra SDK integration tests
DS
Daniel S.
 In Progress P2 S24 · Apr 28 ⚠ 4d
Payrillium cert test plan Unassigned To Do P2 S24 · May 5 ⚠ 4d
Settlement reconciliation
LL
Leon L.
 To Do P2 S24 · May 8 3d
CNP flow certification Unassigned To Do P2 S24 · May 12 5d
Merchant certification paperwork Unassigned To Do P3 S24 · May 10 1d
▼ P2 Telemetry Active 0/3 done · 0% 1 in progress 1 review
TaskAssigneeStatusPrioritySprintDueEst.Actions
Device telemetry ingestion
KK
Kunyang K.
 In Review P2 S24 · Apr 24 ⚠ 4d
Latency & uptime charts
KK
Kunyang K.
 In Progress P2 S24 · Apr 30 ⚠ 3d
Alert routing rules Unassigned To Do P3 S24 · May 5 ⚠ 2d
▼ P2 Locomobi Active 0/3 done · 0% 1 in progress
TaskAssigneeStatusPrioritySprintDueEst.Actions
Locomobi API handshake
JJ
James J.
 In Progress P2 S24 · Apr 26 ⚠ 3d
Session token exchange
JJ
James J.
 To Do P2 S24 · May 1 ⚠ 2d
Parking event mapping Unassigned To Do P3 S24 · May 5 ⚠ 2d
▼ P2 H2H Fiserve (Balance Inquiry + Fleet) Active 0/5 done · 0% 1 in progress 1 review
TaskAssigneeStatusPrioritySprintDueEst.Actions
Certification dry-run
DS
Daniel S.
 In Review P2 S24 · Apr 24 ⚠ 3d
ISO 8583 message mapping
DS
Daniel S.
 In Progress P2 S24 · Apr 28 ⚠ 4d
Balance inquiry spec
DS
Daniel S.
 To Do P2 S24 · May 2 ⚠ 3d
Fleet extension handshake
DS
Daniel S.
 To Do P3 S24 · May 5 ⚠ 3d
Error code dictionary Unassigned To Do P3 S24 · May 8 2d
▼ P2 Batch Shopping Cart Active 0/4 done · 0% 1 in progress
TaskAssigneeStatusPrioritySprintDueEst.Actions
Cart state management
II
Ivan I.
 In Progress P2 S24 · Apr 28 ⚠ 4d
Batch checkout flow UI
YY
Yuchen Y.
 To Do P2 S24 · May 2 ⚠ 3d
Multi-item discount handling Unassigned To Do P3 S24 · May 5 ⚠ 2d
Abandoned cart recovery
II
Ivan I.
 To Do P3 S24 · May 8 2d