What is a “My Workload” report?
This report 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.
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:
1 - Go to the “Overview” page from the sidebar navigation.
2 - Switch to the "My Workload" tab.
3 - Select the date range for the report.
4 - You will see a pre-selected list of projects you are part of. You can add or remove projects from this list (if needed) and decide whether you want to take unassigned tasks into account.
5 - Click Generate Report to view it in the next section.
6 - From here, you can choose to download.
How to adjust the report:
View Settings:
By default, the view is set to daily. Click on the “daily” button 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:
Adjusting capacity means to select 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).
Date Range:
The data being generated in the report will be based on the date range you select.
How to export to CSV.:
1 - Click on the "export" icon next to the "Capacity" button.
2 - Choose the file format.
3 - Confirm export to have it downloaded and saved automatically to your device.
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.