Workload view displays a table of tasks over time. Each row of the table represents one value of the selected group by option.
Feature availability and limits vary by plan and user role. Learn more
Group by options
Workload views are grouped by assignee by default.
Each individual's workload displays as a separate row. Tasks assigned to Teams or more than one person are displayed in each assignee's workload.
When grouping by Team, tasks assigned to Teams or one or more members of that team are displayed in each team's workload.
You can also group by other fields including:
- Status
- Priority
- Tags
- Team
- Custom Fields
When you group by fields other than assignees or Team, capacity isn't measured.
Update grouping
To update the field to group by:
- On the upper-right, click the Group button.
- Select your grouping option.
- Choose the sort order for the selected group by option.
Grouping tasks
Click each group, such as assignee, to show or hide their tasks.
Tasks within each group are sorted by start date, with the earliest start date displayed at the top.
Multiple tasks with the same start date are organized alphabetically.
Group sidebar
Each row of the Workload view represents your selected grouping.
For example, when grouping by assignee, the group sidebar displays each person who has at least one task assigned to them.
When grouping by assignee:
- Click on Unscheduled or Overdue tasks below each assignee's name to see their tasks in the tasks sidebar on the right.
- Click the Unassigned group to display scheduled tasks that have not been assigned to anyone.
Group date range
- Choose a time period to review, including This week, Next week, Last week, This month, Next month, or Last month.
- Display utilization as a percentage, available hours, or scheduled out of capacity.
Show empty groups
From the left sidebar, click the Show empty groups eye icon to display rows for each group by option with no matching tasks.
For example, when grouping by assignee, this option displays everyone with access to the location of the Workload view.
Expand and collapse all groups
From the left sidebar, click Expand all to display the tasks for every group. Once expanded, you can click the same button again to collapse all groups.