Main page → Your dashboard → Managing Workloads

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About the workload manager

This page is available from your dashboard under “Workload manager”. It has been designed to allocate tasks to departments, and then within department views, share the workload between staff. Because the department views need all of the tasks in them before sharing the workload, always start with the “Assign departments” view. Move each task, at least for the department you want to manage, into that department where appropriate. Then select that departments view.

There is also a view for managing workloads in each Department page called “Department workload”.

Creating a department view

  1. Unlock the collection of views by clicking on “Locked”

    Locked views.png

  2. Click on one of the other department views, and maybe click on it again, so the options appear. Then click on Duplicate.

  3. Rename the view and press Enter. It is important that you click Enter, because if you click on a different view after typing a new name, it will rename the view you click on next instead.

  4. Click on the filter symbol to the left of the up-down arrows, then click on “n rules”

    Open filter.png

  5. Change the filter rule for “Departments” | Contains | [your department]

  6. Save the filter for everyone

    Reset filter.png

  7. Re-lock the collection of views

hr/day

The value in hr/day at the start of each task is an estimate of how many hours per day that person will need to work on it. The default is 2 hours. But it is based on the properties “Hours 4 Assigned” divided by “Staff days required”. And “Staff days required” is also managed by the property “Hours per day”, which is the most that staff member wants to focus on that task each day.

If “Hours 4 Assigned” is 18, and “Hours per day” is 6, then “hr/day” will show “6:00hr/day”.

If “Hours 4 Assigned” is 18, and “Hours per day” is 5, then “hr/day” will show “4:30hr/day”.

If “Hours 4 Assigned” is 19, and “Hours per day” is 6, then “hr/day” will show “4:45hr/day”.

Use this property to roughly add up all of the tasks in a day to get a sense of the probably workload.