Workload

The Workload view provides a comprehensive overview of team member utilization across your workspace, displaying workload percentages for all users in a weekly breakdown format.

Overview

The workload dashboard presents data in a table format showing:

• Team members organized by their assigned teams
• Weekly workload percentages across quarters
• Visual indicators for workload capacity (percentages from 0% to over 100%)
• Team grouping to organize members by their respective teams

Team Capacity

Workload Visualization

• Each team member's row displays their workload percentage for each week
• Percentages indicate how much of their capacity is allocated
• Values over 100% indicate overallocation
• Color coding helps identify capacity levels at a glance

Team Organization

Members are automatically grouped by their assigned teams as configured. See Teams for more information.

Resource Allocation

Filtering Options

The workload view includes several filtering capabilities:

• Date Range Selection: Choose between "This Quarter", "This Year", or custom date ranges
• Team Grouping: Toggle to group members by their teams or view all members together
• User Status: Filter by active/inactive team members
• Capabilities: Filter members based on their specific capabilities and skills
• Session Persistence: All filter selections are automatically saved for your current session, remaining active as you navigate between different views

Time Periods

• View workload data across quarters (e.g., Q4 2024)
• Weekly breakdown shows precise allocation for each week
• Historical data helps track trends and plan future capacity

Workload Planning

Workload Management

• Identify team members who are over or under-allocated
• Balance workload distribution across teams
• Plan future projects based on available capacity
• Monitor team utilization trends over time

Team Insights

• Compare workload distribution between different teams
• Identify bottlenecks and resource constraints
• Support informed decision-making for project assignments
• Track team productivity and capacity utilization patterns