Creating Workload Charts

TL;DR

Workload charts help manage team capacity and plan task allocation. Most users (except Collaborators, Contributors, and Viewers) can create them. To create: go to the home sidebar → click the three-dot button → select Workload → Create Workload chart, then set a title, choose users (Custom list, Account/Space members, or Current user), and optionally pick a space and a task source (folder, project, space, or whole account). Only tasks with effort affect capacity. Tasks sort by start date, then duration, then creation date (no custom sorting). Max 300 users per chart.

All users, except for Collaborators, Contributors, and Viewers, can create 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.

How to Create a Workload Chart

1. Open Workload:

   

   1. Click on More 1 in your sidebar and select Workload 2.
   2. After you select Workload, you’ll see a list of existing workload charts. You can open one from the list or click the Create a workload chart 3 button to create a new chart.
      OR

   3. Click the + button in the Tools section of your space 1 and select Workload chart 2.

      Note

      You need to be a space admin to complete this action. Learn more about space admin permissions.

      

   4. Click Create a workload chart 3:

      

2. Configure the chart:

   1. In the pop-up that opens:

      

      1. Specify the chart’s title 4.

      2. Select users , assets or groups 5: Choose whose workload you want to view on the chart 6.

         

         1. Custom list: Manually add users to the chart.

         Note

         • To edit users already assigned to a workload chart, click Unlink 7 in the center of the pop-up.

           

         • To remove all users from the Custom list, click Clear all 8.

           

         2. Account members: Link the chart to all users in the account, including collaborators or contributors. Users added to or removed from the account will automatically update in the chart.
         3. Space members: Add all members of a space.
         4. Current user: Display only the workload of the user viewing the chart.

         Note

         Each workload chart can display a maximum of 300 users.

   2. Assign to a Space

      1. Select a space for the Workload chart to belong to as a space tool. To do this, choose the relevant space under Location 9.

         

         Note

         All members of the selected space will automatically have access to this Workload chart. Learn more about sharing Workload charts.

   3. Select task source (optional):

      1. Select a folder, project, or space 10 to pull tasks from. Under Workload chart scope, click Select Folder or Project. Choose from the list. 

         

      2. To learn more about how to choose the right scope for your needs, click here.

3. Create Create 11.

   

   Your chart is now created, displaying the selected users and tasks from the chosen location. You can proceed to configure the Backlog Box, which will contain tasks that need to be allocated to users on the Workload chart.

The Source of the Tasks on Workload Charts

Workload charts display tasks from the location you select while creating 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:

Tasks in the Workload chart are sorted following a default logic: