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Editing Workload Chart Settings

TL;DR

Users except Collaborators, Contributors, and Viewers can edit Workload charts they created or that are shared with them, unless restricted by their role. To edit a chart, open Workload from the sidebar, then either right-click the chart in the list or use the three-dot menu in the chart view and select Settings. Update the chart details as needed, then click Save.

Table 8. Availability

Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team;

Overview

All users, except for Collaborators, Contributors, and Viewers can edit Workload charts created by them or shared with them, unless their access role restricts it.

If needed, you can edit the settings of any Workload chart to better suit your needs. Select which users are shown on the chart, modify the source of tasks displayed on the chart, change which space the chart belongs to, and update the chart's title.

How to Edit Chart Settings From the Chart List

How to Edit Chart Settings From the Chart List 1.png
  1. Click on More 1 in your sidebar and select Workload 2.
  2. Right-click the chart that you want to edit.
  3. Select Settings. 3

    image3.png
  4. Make the necessary changes in the pop-up that opens 4. Learn more about configuring workload charts here.

    image5.png
  5. Click Save. 5

How to Edit Chart Settings From the Chart View

  1. Navigate to the Workload chart you want to edit.
  2. Click the three-dot menu button in the upper-right corner of the chart. 1

    How to Edit Chart Settings From the Chart View 1.png
  3. Select Settings. 2
  4. Make the necessary changes in the pop-up that opens 3. Learn more about configuring workload charts here.

    How to Edit Chart Settings From the Chart View 2.png
  5. Click Save. 4
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