What is “My Workload”?
My Workload lets you see your personal workload across all projects in a daily, weekly, or monthly timeline format based on the number of assigned tasks or task points.
How is my workload calculated?
You can choose whether the workload should be calculated based on the number of assigned tasks or task points.
If using task points: Should a task be scheduled for more than a day and/or has more than one assignee, the points will be equally divided by days and assignees. So if a task has 4 points and 2 assignees and is supposed to last for 2 days, this task will count as one point per day for each assignee.
If using number of tasks: If a task lasts for more than one day, it will be counted as one task per day for each assignee.
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The report will only consider tasks that have both a start and end date. This means that the report will not display any tasks that have none or only due date set.
How do I know if my workload is too high?
The blue bubble that indicates the assigned tasks or points will turn red once you exceed the maximum tasks or points for the set time period (day, week or month).
How to generate your personal workload report
Go to the People page in the left navigation panel and click on the tab “My Workload”
Select the date range for the report
You will see a pre-selected list of projects you are part of. Add or remove projects from this list if needed and decide whether you want to take unassigned tasks into account
Click on “Generate Report”
How to adjust the report
View Settings
By default, the view is set to “daily”. Click on “daily” to switch the view to weekly or monthly. (Note: You will need to adjust your maximum tasks/points when you switch to a different view)
Capacity Settings
In the top right corner, click on “Capacity”
A pop-up
window will appear. Here you can choose whether you want the workload to be calculated by task count or task points, and choose the maximum of tasks/points someone can be assigned to per day (or week/month depending on your view settings)
Changing the date range and/or projects
On the left side, you will see the selected date range. Click on it to change the dates or projects for the report
How to export to CSV
In the top right corner, click on the export icon
Choose the file type, column separator and line separator
Click “Export”, your file will download automatically
Important:
The report will only consider tasks that have both a start and end date. This means that the report will not display any tasks that have none or only due date set.
While you can make changes to tasks right from the workload view, the report will still reflect the state of the projects at the time the report was generated. Please follow the steps for changing the date range to update the report.