Team and Capacity management
Team management
Team overview
Teams in Luna provide a flexible way to organize users, filter content, and coordinate work across your workspace.
Key benefits
Focus - Filter OKRs, launches and milestones by team
Scalability - Organize large workspaces without losing visibility
Ownership - Assign teams to OKRs, launches, and milestones (directly or through templates)
Team structure
Multiple team membership
Users can join multiple teams
Each user has a primary team for filtering and organization
First team joined becomes the primary team by default
Users can change their primary team at any time
Access & visibility
Users can see all launches regardless of team (existing permissions apply)
Team membership doesn't override existing user role permissions (Admin/Maker/Member/Guest)
How to create and manage Teams
Creating a Team
Go to Settings > Team Management
Click "+ Create new team"
Fill in the team details:
Team name (required)
Team description
Team picture (optional)
Add initial team members
Managing Teams
In Settings > Team Management, you can:
View all workspace teams
See which teams you've joined
Set a team as your primary’s team
Edit team details (name, description, picture, capacity and workload)
More info on Capacity management here
Add or remove team members
Delete teams (if you have permissions)
How to join a Team
During signup
When you first join a workspace:
You'll see available teams during the signup process
Select the teams you want to join
The first team you select becomes your primary team automatically
After signup
Go to Settings > Team Management
Browse the list of available teams
Click on a team to view details
Click "Join team" to become a member
Note: Admins and Makers can also add you to teams directly.
How to define your primary Team
Your primary team is used for filtering and organizing your work across Luna.
To set or change your primary team:
Go to Settings > Team Management
Find a team you're already a member of
Click the menu icon (⋯) next to the team name
Select "Set as primary"
What your primary team affects:
Default filtering in roadmap views
Team-based organization in Timeline and Kanban boards
How your work is categorized in team reports
How to leave a Team
Go to Settings > Team Management
Find the team you want to leave
Click the menu icon (⋯) next to the team name
Select "Leave team"
Important notes:
You cannot leave your primary team without first setting a different primary team
If you're the last member of a team, consider transferring ownership or deleting the team instead
How Teams are used across Luna
In Launch management
Assigning teams to launches:
Add teams as launch participants when creating or editing launches
Assign teams as milestone owners or approvers
When you assign a team, all individual team members also become available for selection
Team inheritance from templates:
Templates can include default team assignments
When creating a launch from a template, team assignments are automatically applied
In filtering and views
Roadmap filtering:
In Roadmap views (Table/Timeline/Kanban), filter by one or more teams
Shows launches owned by team members whose selected team is their primary team
Add "Team" as a dimension in Timeline view to group launches by team
In Kanban view, columns are organized by team names based on owner's primary team
Team dimensions in Timeline view:
If all launch participants are from the Product team, shows "Product" dimension
If participants span Product, Marketing, and Engineering teams, shows all three dimensions for that launch
Launch details page:
Filter milestones by specific teams in the milestone module
In OKRs
Assign teams as Objective contributors
Assign teams as Key Result owners or contributors
Capacity management
Capacity configuration
Before setting team capacity, configure your workspace units:
Capacity units:
Weeks - Measure capacity in time periods
Points - Measure capacity in story points or effort units
Workload units:
Points - Direct point assignments
T-shirt sizes - Use size estimates (S/M/L/XL) with custom point mapping
T-shirt size mapping: Define point values for each size (example):
S = 20 points
M = 40 points
L = 80 points
XL = 160 points
..
How to set team capacity
Go to Settings > Team Management
Click on a team name to open team details
For each team member, set their individual capacity within this team:
Enter capacity directly, or
Use the breakdown method (Starting capacity, then adjust for Bugs % and Holidays %)
Enter current workload for each team member
Team totals are automatically calculated by summing individual member values
Subscription percentage is automatically computed (Team Workload ÷ Team Capacity)
Note: Users define their capacity within their primary team. If someone belongs to multiple teams, their capacity is set in their primary team context.
Understanding capacity metrics
Individual Level:
Capacity - Available bandwidth for each team member (in your configured units)
Workload - Current work assigned to each team member (manually entered)
Subscription percentage - Automatically calculated utilization (Individual Workload ÷ Individual Capacity)
Team Level:
Team Capacity - Sum of all individual member capacities
Team Workload - Sum of all individual member workloads
Subscription percentage - Automatically calculated team utilization (Team Workload ÷ Team Capacity)
Using capacity data
Use capacity metrics to:
Identify over-subscribed teams before planning new launches
Balance workload distribution across teams
Make informed decisions about launch prioritization
Plan resource allocation for upcoming quarters
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