Use Workload view

Visualize your team's work and capacity over time. Keep everyone engaged and balance all the work across your team every day, week, or month.

Use our scheduling features in combination with Workload view to stay on top of your team's projects.

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

What's new in Workload view

Here are some key features we've added to improve Workload view:

  • Scroll across an infinite workload canvas to move forward and backward in time.
  • Zoom in and out to see your workload by day, week, or month.
  • Easily find and create tasks by clicking an empty space on the canvas.
  • New options to display your workload by availability or capacity.
  • Simplified colors: each person's capacity is displayed in shades of red, yellow, or green.

    Capacity is adjusted in accordance to your Workspace's work schedule.

  • A beautiful new design.
  • Improved performance.
Screenshot of Workload view.png

Add a Workload view

To add a Workload view:

  1. In the Views Bar, click + View.

    • You can check the Private view box if you don't want anyone else to access this view.
    • You can check the Pin view box if you want the view to always display in your Views Bar.
  2. From the Views modal, select Workload.

    • In the upper-right corner, you can use the Customize menu to customize and name the view. 

Use Workload view

Get the most out of Workload view with these actions:

  • Group your Workload view by assignee to see each individual's workload.
    You can group by Team or List, and also by assignee.
    You can also group by other fields such as status, priority, tags, and Custom Fields, but these options won't calculate capacity.
  • Quickly add and schedule tasks.
  • Measure work items using the number of tasks, time estimates, sprint points, or Custom Fields.
  • Set the time period to see your team's workload by day, week, or month.
  • Set capacity limits for yourself or other team members.
  • Choose how to display your team's workload. Options include:
    • Availability: Show your team's availability to take on more work.
    • Capacity: Show your team's active workload.

Workload view settings

At the top of Workload view, you can quickly update settings to instantly customize your view.

Screenshot of the top of Workload view.png

From left to right, options include:

  • Today: Scroll to today's date.
  • Workload Unit: Choose how to measure your team's workload. This button displays the currently selected option.
  • Time period: Choose the scale to view your workload, including Days, Weeks, Months, 14 days, and 7 days.
  • Workload Grouping: Choose to display your team's capacity by availability or capacity.
  • Group: Choose how to group your Workload view. Each group is displayed as a row.
  • Filter: Apply task filters. Me Mode: Show tasks assigned to you or that need your attention.
  • Closed: Show or hide closed tasks.
  • Assignees: Quickly filter to see an individual assignee's workload. The Assignees sidebar allows you to filter the groups displayed in your Workload view.

Non-working days in Workload view

When viewing any time period except Month, non-working days are grey.

Share a Workload view

Private view sharing with people in your Workspace is fully available during early access. Future limits may apply.

There are two ways to share your private view, by sharing it with others in your Workspace or with a link.