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Customize your Workload view

Customize the settings for your Workload view.

Feature availability and limits vary by plan and user role. Learn more

Layout options

Expand the Layout options menu to access the following options:

  • Workload: Select a different option to measure your work.
  • Color tasks by: Choose to display tasks in the color of their List, status, or the color of their value for a dropdown Custom Field.
  • You must have Custom Fields enabled. Tasks with a dropdown or label Custom Field must be set up with colors.
  • Weekends: Show/hide weekend dates.
  • Include rollups: Include subtask rollups of points or estimates when determining individual task workload.
  • Include rollups is automatically enabled when showing subtasks in Workload view.
  • Always stay on this date: Open this Workload view at the currently displayed date. By default, Workload views open at today's date.
  • Future recurring tasks: Include and display future instances of recurring tasks.
  • Future legacy recurring tasks do not display in Workload view. Future legacy recurrences do not count toward anyone's capacity.
  • Task locations: Display the location of each task above the task name.
  • Subtask parent names: Display the parent task name on subtasks.
  • Closed tasks: Show all of your closed tasks.
  • Tasks from other Lists: Show tasks that have been added to multiple Lists.
  • Subtasks from other Lists: Show subtasks that have been added to multiple Lists.
  • Default to Me mode: Display the tasks assigned to the person looking at the Workload view.
  • Send notifications: Send notifications to watchers when dates change.
  • Move view: Remove this view from the current location and save it in another location.
  • Duplicate view: Create a duplicate of this view. 
  • Reset view to defaults: Restore view to default settings.

Customize menu

The customize menu options include:

  • Name: Give your Workload view a specific name.
  • Fields: Display fields such as Assignee on task cards.
  • Filter: Apply task filters.
  • Group: Choose how to group your Workload view. Groups are represented as rows.
  • Subtasks: Show/Hide subtasks. 
  • Templates: Apply, create, or update a template. 
  • Autosave for me: Automatically save any view changes you make. The changes will be visible to everyone with access to the view. 
  • Pin: Pin the view. 
  • Private view: Make a view private.
  • Protect view: Prevent view settings and preferences from being changed. 
  • Set as default view: Make this a default view for all Workspace members. 
  • Copy link to view: Copy the URL to the view.
  • Add to favorites: Add the view to your Favorites.
  • Sharing & Permissions: Manage access to your view.
  • Delete view: Permanently delete the view. Workload views cannot be restored from the trash.

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