User Attributes in Workload Charts
To efficiently allocate tasks and staff projects, set up a workload chart for your team. This allows you to easily assign unallocated tasks to the most suitable team members. Ensure that you configure the backlog box to hold tasks awaiting allocation on the workload chart. Additionally, to find the most relevant assignee for your work items or to focus on a specific function or skill, you can filter people by custom fields or use assignee recommendations in the workload chart.
You can assign any task to the most suitable member of your team:
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From your Workload chart, click Backlog Box in the upper right corner of the workload chart 1.
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Expand the unassigned work or a job role in the Backlog Box to see the incoming tasks 2.
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Click on a task to open the tooltip 3. The task must include assignee requirements for the assignee requirements section to appear in the task tooltip.
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Click the Show recommended button to automatically add all assignee requirements as filters in your Workload chart 4.
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Once filters are added, you'll see the best candidates for the task in your Workload chart based on matching field values in their user profiles 5.
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Based on their capacity and availability, assign tasks by clicking and dragging them from Backlog Box to the workload chart.
You can filter users by custom field values to find specific user attributes or see who matches assignee requirements.
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Go to the Filter users by option and choose Custom fields 1.
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In the popup, click + Custom field to see the list of custom fields in user profiles 2.
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Click on the custom field you’d like to add as a filter 3.
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Select specific field values to filter by users attributes and see who has matching values in their user profiles 4.
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When you filter users by fields, tasks in the backlog box are also filtered by the same fields. This makes it easier to schedule work from the backlog. If needed, you can clear this filter in the backlog using the Clear 2 assignee requirement blue button 5.
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Assign tasks by clicking and dragging them from Backlog Box to the workload chart 6.