Workload View

The Copera Workload view gives managers and team leads a clear picture of how work is distributed across the team — it maps each member's assigned tasks against their configured capacity, so you can spot over- and under-allocation before bottlenecks form. Each member gets a lane on a timeline, every task is sized by its effort, and a capacity indicator shows how close that person is to their limit. Overloaded days light up, so balancing the team is as simple as dragging a task from a busy member to one with room.

Setting Up a Workload View

When you create a Workload view, you map a few columns so Copera knows how to measure and place each task:

1. Click the + button next to the existing view tabs and choose Workload.
2. Effort column --- A Number, Duration, Formula, or Rollup column that represents how much work each item requires.
3. Effort unit --- The unit of the effort values: Seconds, Hours, Days, or Points. If you pick a Duration column, the unit is set automatically.
4. Start Date column --- The date field that defines when each item begins.
5. End Date column (optional) --- The date field that defines when each item ends. If omitted, items are treated as single-day tasks.
6. Assignee column --- A Users column that determines which team member owns each item.
7. Access --- Set the view to Everyone or Private.
8. Click Save. The view builds a lane for each assignee and places their tasks on the timeline.

Understanding the Layout

The Workload view is split into two panels.

Sidebar (Left)

Each row represents a team member --- plus an Unassigned bucket for items with no assignee. For each member, the sidebar shows:

• Name and avatar.
• Effort summary --- Total effort assigned in the visible date range, compared to their capacity.
• Capacity indicator --- A bar or percentage showing how close the member is to their limit.

Timeline (Right)

The timeline is a grid where each row is a member, each column is a day, and task bars span from a task's start date to its end date, sized by effort. Bars are color-coded by status so you can tell task states apart at a glance.

Time Range Navigation

Use the toolbar to control which period is visible:

• 7 days / 14 days / 28 days --- Toggle between short, medium, and long date ranges.
• Previous / Next --- Shift the visible window by one week.
• Today --- Jump back to the current week.

The date range text in the toolbar always shows the start and end of the current view.

Member Capacity

Each team member can have their own capacity configuration:

• Hours per day --- How many working hours the member has each day (default: 8).
• Hours per week --- The total weekly capacity.
• Work days --- Which days of the week the member works (default: Monday through Friday).
• Vacations --- Date ranges when the member is unavailable. Vacation days are excluded from capacity calculations and marked on the timeline.

Copera uses this information to calculate whether a member is under, at, or over capacity for any given day.

Overload Detection

When a member's daily effort exceeds their configured hours-per-day, the timeline highlights those days as overloaded --- so it is immediately obvious when someone has too much work scheduled for a given period.

Effort Distribution

The Workload view automatically spreads each task's effort across its duration. For example, an 8-hour task running Monday through Friday shows as roughly 1.6 hours per working day. Effort is only spread across the member's configured work days, skipping weekends and vacation days. If a task falls entirely on non-working days, its effort is still shown so no work is hidden.

Interacting with the Workload View

• Drag a task bar --- Move it horizontally to change its dates. With an end date column configured, drag the edges to resize.
• Click an empty cell --- Create a new item pre-filled with the clicked date and team member.
• Click a task bar --- Open the row detail dialog to view and edit every field.

Filtering, Sorting, and Searching

All standard toolbar controls are available:

• Filter --- Show only items matching specific criteria.
• Sort --- Control the order of items.
• Search --- Highlight matching items across all member lanes.

Settings and Options

Setting	Description	Default
Effort column	The column that measures how much work each item takes	---
Effort unit	Seconds, Hours, Days, or Points	Auto from column
Start Date column	The date field that sets when each task begins	First date column
End Date column	Optional date field for tasks that span a range	None (single-day)
Assignee column	The Users column that says who owns each task	First Users column
Time range	7, 14, or 28 days visible at once	14 days
Member capacity	Per-member hours, work days, and vacations	8h/day, Mon–Fri
Access	Who can see the view (Everyone or Private)	Everyone

Limits and Notes

• The Workload view needs an effort column, a start date column, and an assignee column to work; an end date column is optional.
• Capacity is configured per member at the view level, so the same person can have different capacity assumptions in different views.
• Tasks with no assignee always appear in the Unassigned row --- they still count as work that needs an owner.

Example Use Cases

• A team lead reviewing a sprint to make sure no engineer is overloaded before work starts.
• A studio balancing design requests across the team by dragging tasks off a maxed-out designer.
• A services team checking weekly capacity before promising a delivery date to a client.

Tips

tip

Review the Workload view at the start of each sprint to confirm work is evenly spread --- then drag tasks off any overloaded lane onto a member who still has room.

• Configure vacation days in advance so capacity calculations stay accurate during holiday periods.
• Use the 28-day range for a monthly overview and the 7-day range during daily stand-ups.
• Combine the Workload view with the Kanban view: use Kanban to manage task states and Workload to monitor capacity.
• Watch the Unassigned row --- tasks without an owner are easy to overlook but still represent work that needs doing.

Frequently Asked Questions

How do I add a Workload view to a board?

Open the table you want to balance, click the + button next to the existing view tabs, and choose Workload. Map an Effort column (how much work each item takes), its unit, a Start Date column, an optional End Date column, and an Assignee column that says who owns each item. Save, and the view shows each member's tasks against their capacity.

How does the Workload view know if someone is overloaded?

It spreads each task's effort across its working days and compares the daily total to that member's configured hours per day. When a day's effort exceeds capacity, the timeline highlights it as overloaded, so you can see at a glance who has too much scheduled for a given period.

Can I set different capacity for each team member?

Yes. Each member can have their own hours per day, hours per week, work days, and vacation ranges. Vacation days are excluded from capacity and marked on the timeline, so the workload picture stays accurate during time off.

What happens to tasks with no assignee?

They collect in an Unassigned row at the top of the sidebar. This makes it easy to spot work that still needs an owner, and you can drag those tasks onto a member's lane to assign them.

Related Features

• Views Overview --- Compare all eight board view types and learn how to create them.
• Timeline View --- Plot the same dated work as bars with dependencies and a baseline.
• Gantt View --- Detailed project scheduling with dependencies and critical path.
• Kanban View --- Manage task states with drag-and-drop cards.
• Filters & Sorting --- Focus the workload on a specific team or project.