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Workload View

The Workload view gives managers and team leads a clear picture of how work is distributed across the team. It plots each member's assigned tasks along a timeline and compares their effort against their configured capacity, making it easy to spot overloads, find availability, and reassign work before bottlenecks form.

Setting Up a Workload View​

When creating a Workload view, you configure the following column mappings:

  1. Effort column --- A Number, Duration, Formula, or Rollup column that represents how much work each item requires.
  2. Effort unit --- The unit of the effort values: Seconds, Hours, Days, or Points. If you select a Duration column, the unit is automatically set to Seconds (since Duration columns store values in seconds internally).
  3. Start Date column --- The date field that defines when each item begins.
  4. End Date column (optional) --- The date field that defines when each item ends. If omitted, items are treated as single-day tasks.
  5. Assignee column --- A Users column that determines which team member owns each item.

Understanding the Layout​

The Workload view is split into two panels:

Each row in the sidebar represents a team member (or an "Unassigned" bucket for items without an assignee). For each member, the sidebar displays:

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

Timeline (Right)​

The timeline displays a grid where:

  • Each row corresponds to a team member.
  • Each column represents a day.
  • Task bars span from an item's start date to its end date, sized by effort. Bars are color-coded using the first Status column's colors so you can distinguish task states 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 dates of the current view.

Member Capacity​

Each team member can have a personalized 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 during which the member is unavailable. Vacation days are excluded from capacity calculations and visually marked on the timeline.

Capacity can be configured at the view level for each member. The Workload view 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. This makes it immediately visible when someone has too much work scheduled for a given period.

Effort Distribution​

The Workload view automatically distributes each task's effort across its duration. For example, an 8-hour task spanning Monday through Friday is shown as approximately 1.6 hours per working day. Effort is only distributed across the member's configured work days, excluding weekends and vacation days.

If a task falls entirely on non-working days, the effort is still shown (on those days) to ensure no work is hidden.

Interacting with the Workload View​

  • Drag task bars --- Move a task bar horizontally to change its dates. If the view has an end date column configured, you can also resize bars by dragging their edges.
  • 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 all fields.

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.

Tips​

  • Review the Workload view at the start of each sprint to ensure work is evenly distributed.
  • 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 team capacity.
  • Pay attention to the "Unassigned" row --- tasks without an assignee are easy to overlook but still represent work that needs to be done.