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Creating Workload Charts

Overview

All users, except for collaborators, can create Workload charts.

Note

External users can only create charts as a tool in their Personal space and add themselves to their Workload charts.

Create a new Workload chart to manage your and your team members’ capacity, prioritize tasks based on their capacity, and plan work allocation.

Create a Workload chart

  1. Go to the home page.

  2. Select Workload from the panel on the right.

  3. Click Create Workload chart.

  4. In the pop-up that opens:

    1. Specify the chart’s title.

    2. Select users or user groups whose workload you want to view on the chart:

      1. Select the Custom list option if you want to add users to the chart manually.

      2. Select Account members to link the workload chart to the list of all users in the account (including collaborators). You won't be able to edit the list of users manually, but if users are added to the account, they’ll be automatically added to the list of users for this Workload chart. The same is true for when you delete a user from the account.

      3. Select Space members to add all members of a space that the chart belongs to. You'll need to specify a space in the Advanced settings (described in Step 4 below).

      4. Select Current user to make the chart show only the workload of the user who opens the chart.

      5. To see all users (including collaborators) and edit the list manually, click Unlink at the center of the pop-up. Note that if you choose this option, you’ll have to add/delete users from the Workload chart manually.

      6. To remove all users from the Custom list, click the Clear all button.

    3. (Optional) Select a space to which the Workload chart will belong as a space tool. Click Advanced settings and select the relevant space under Location.

      By default, new Workload charts created from the Workload section of the workspace belong to your Personal space.

      Note

      Assigning a Workload chart to a space will automatically provide access to it for all of the space members.

    4. (Optional) Select a folder, project, or space to pull tasks from. Click Advanced settings and Select Folder or Project. Select a folder, project, or space from the list.

  5. Click Create.

Your chart is created and you can see the selected users and tasks from the selected location assigned to these users. Now you can proceed to configure the Backlog Box, which will contain the tasks that need to be allocated to users on the Workload chart.

Select the source of the tasks on Workload charts

Workload charts display tasks from the location you select when you create a chart. Your team members’ capacity is affected only by the tasks that have effort, so choose one of the following options that work best for you:

  • Build a chart with tasks from a specific folder, project, or space. This option will work if all your tasks are included within a specific location. To apply it, select the relevant folder, project, or space while creating a chart.

    Note

    Folder-, project-, or space-based Workload charts display tasks from the selected folder/project/space location as well as tasks from all subfolders and subprojects.

  • Build a chart with tasks from the whole account. Choose this option if active tasks are spread across different folders, projects, and spaces. To apply it, don't select any specific source folder, project, or space while creating a chart.

  • Build a chart with tasks from several folders or projects. Use this option if your tasks are spread across several locations. To use it, create a new folder in a space, include all necessary folders and projects in that new folder, and then select this new folder while creating a chart.

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