See who is overloaded
Read the Workload page to see open tasks and requests by department and by person, and rebalance before deadlines slip.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Workload adds up the open work across every project, so you can move tasks before someone is buried. It is for the workspace owner.
By the end you can
- Know the four kinds of open work
- Find the busiest department and person
- Act on the warnings the page gives
Screens used
Steps
- 1
Open Workload
On: /workloadOpen the Ops hub and choose Workload.
You should see: Four totals at the top, then lists by department and by person.
- 2
Read the four totals
On: /workloadRegular open is in-team tasks not yet done. Awaiting triage is requests from other departments waiting for a manager. In-flight requests are accepted and underway. Awaiting sign-off is work delivered and waiting for the requester to confirm.
You should see: You know how much open work there is, and of which kind.
- 3
Compare departments
On: /workloadEach department has a stacked bar made of those four kinds. The longest bar is the most loaded department.
You should see: You can name the busiest department.
- 4
Compare people
On: /workloadThe list by person shows open tasks per assignee, busiest first, with small counts marked Reg, Req, Acc and Del for the four kinds. A total shown in red means ten or more open tasks.
You should see: You can name the busiest person.
- 5
Read the warnings
On: /workloadThings to look at lists problems to fix first: a department that has open work but no team members, with an Assign someone → link, and a department with incoming requests but no manager to accept them.
You should see: A short list of things to fix, or no warnings.
- 6
Rebalance
On: Project, TasksOpen the busiest person's tasks and reassign some to a teammate with fewer.
You should see: The totals are closer together after you reload Workload.
Tips
- A large Awaiting sign-off number means work is finished but nobody confirmed it. Chase the requester, not the person who did the work.
- Look at Workload before you accept a new client, not after.
Troubleshooting
- "No department-tagged tasks yet"
- Workload counts tasks that have a department. Choose a department when you create tasks, and the page fills in.
- "No active projects yet"
- Create a project and add some tasks. Workload rolls up open tasks from every project.
One row per shot, in the same order as the guide. Estimated length 2:26, recorded signed in as Owner. Use made-up data only. How to record
Say: See who is overloaded. Read the Workload page to see open tasks and requests by department and by person, and rebalance before deadlines slip.
Hold until you see: Lesson title on screen for three seconds.
Say: Open the Ops hub and choose Workload.
Hold until you see: Four totals at the top, then lists by department and by person.
Say: Regular open is in-team tasks not yet done. Awaiting triage is requests from other departments waiting for a manager. In-flight requests are accepted and underway. Awaiting sign-off is work delivered and waiting for the requester to confirm.
Hold until you see: You know how much open work there is, and of which kind.
Say: Each department has a stacked bar made of those four kinds. The longest bar is the most loaded department.
Hold until you see: You can name the busiest department.
Say: The list by person shows open tasks per assignee, busiest first, with small counts marked Reg, Req, Acc and Del for the four kinds. A total shown in red means ten or more open tasks.
Hold until you see: You can name the busiest person.
Say: Things to look at lists problems to fix first: a department that has open work but no team members, with an Assign someone → link, and a department with incoming requests but no manager to accept them.
Hold until you see: A short list of things to fix, or no warnings.
Say: Open the busiest person's tasks and reassign some to a teammate with fewer.
Hold until you see: The totals are closer together after you reload Workload.
Say: That is see who is overloaded. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
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