Identify utilization

Spot which teammates have too much or too little work.

Each person's row displays a bar showing their current capacity status and workload for the day or week.

Reading the capacity bars

When to use: Use this during planning or check-ins to spot imbalances across your team and decide where to shift work.

1. Scan the Workload view for any filled bars or red headings.

2. Click the warning icon next to a person's name to see all past-due tasks assigned to them.

3. Click the chevron (v) next to their name to expand their row and review the task's details.

4. Click on the task to open the task modal to edit the task's parameters if needed.

To spot under-utilized teammates:

1. Scan the Workload view for empty bars or black headings. The more empty space in the bar, the more availability.

2. Compare bars across the team to identify who has the most room for additional work.

3. Use the Assignees filter to bring relevant teammates into view side by side if needed.

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FAQ:

Can I reassign a task directly from the Workload view? Yes. Click on the task to open the task modal and update the assignee from there.

Why does someone show as overloaded even though they have no tasks due today? Overload is calculated across your selected timeframe, not just today. A heavy load earlier or later in the range can push their overall capacity into the red.

What should I do if most of my team shows as under-utilized? It may be a sign that work is not yet assigned or that deadlines are set further out than expected. Use the Assignees filter to check individual rows and confirm tasks are assigned correctly.