FAQ: Use the Workload View

The Workload View is perfect for managing resources and keeping track of your team's availability. Here's what you can do on the Workload:

  • Assign and reassign existing tasks by dragging and dropping the task bar to a user on the view.
  • Reschedule tasks by dragging and dropping them to a different date.
  • Schedule backlogged tasks.
  • Create a new task by holding the “Shift” key on your keyboard and then clicking an empty space on the Workload View.
  • It’s possible to see users' workloads across multiple projects. To do this, open the Workload View at the Account level (by selecting "Projects" from the Navigation panel).
  • Enable Effort Allocation to view percentages indicating how much of an assignee’s day a task should take.
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