First things first
On the left, you’ll see all the people invited to the projects, along with their daily working hour capacities.
They’re set to 8 hours per day by default and can be changed if needed.
The upper bar shows the timeline starting with the first working day of the current week. You can see the planned activities for the next 30 days. Weekends, holidays and days off are marked differently so they’re easy to notice.
Filtering: people and teams
In the upper left corner, you’ll find a filter that lets you choose whose workload you’d like to view, whether it’s one person, a few people, or an entire team. Right next to it is the Expand/Collapse all button, which allows you to view or hide the projects and tasks of all the selected people. Of course, you can expand this view individually.
Task overview in Workload
Can’t find a task in Workload? That’s because they don’t have a due date set. As soon as you define a time frame, they’ll appear in the assigned person’s Workload, grouped by projects.
A warning sign on your tasks is there to alert you a time estimate has not been set for them.
It’s important to make an estimate for everyone’s tasks so you know if someone’s been overloaded or if they have some time to spare. You’ll have this information by glancing at each person’s daily capacity cell. It can be green, indicating the number of hours a person has left at disposal, while if it’s red, it shows the number of hours they have to work overtime. A green cell with a checkmark means the team member’s daily assignments are perfectly balanced.
At the top, you might see an “Unassigned work” section. Just as the name says, all the unassigned tasks with a due date will be placed here. Drag & drop them to the right person and make sure everything gets done.
This is how you quick start Workload.