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I am a new manager wanting to have an overview of the workload for my direct reports. I was excited about the workload feature and I've hit a wall. I would love some tips on how people use the workload charts and how they determine the effort for each task. Is there a formula?
Help a newbie out! 😀
Folllowing List for Post: How to allocate "effort" for Workload chart?
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Hi Lea Labastida,
I suggest you to create a workflow chart adding your direct reports.
For each task, be sure to add an effort
Is important also to determinate correct work schedules, to create a maximum roof of hours to work for each reports.
For each task, in our company, we have an ideal budget included in the effort.
We then use the timelogs to check the time actually taken by each employee to carry out the task and a formula (custom field) that counts the savings.
Pietro Poli when you say time logs, do you mean asking each employee to use the timing feature to track their work?
Hi Lea Labastida,
yes! Each employee in our company track their time using "Timelogs" :)