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- Watch the Workload demo
- Access Workload from Portfolios
- Capacity overview
- Set task effort
- Set team capacity
- Edit the effort for your team
- Hover states
- Drill down view
- Drag and drop tasks
- Subtask count on Workload
Workload gives you a visual snapshot of team capacity, and a closer look into what your team is working on across projects — all in one place. Pinpoint conflicts so you can address risks and keep projects on track by easily reassigning or rescheduling tasks in the same view. Make sure team members aren’t overwhelmed or underworked and projects are properly staffed.
Watch the Workload demo
Access Workload from Portfolios
You can access Workload through Portfolios - Click Portfolios in the sidebar, select a Portfolio and then navigate to the Workload tab
User lists are populated by anyone who has work assigned to them in the projects in the portfolio.
Create a team portfolio to see your team’s work across projects. Create a portfolio across teams to see important projects you own that are shared by multiple teams.
How to create a Portfolio
In order to use Workload you must have a current Portfolio or create a new Portfolio.
To create a Portfolio:
- Click on Portfolios on the top left of the sidebar
- Click on the New Portfolio tile
- Name the Portfolio
- Click Create Portfolio
Once your Portfolio has been created, click “Add Project” to add a project to your newly created portfolio.
When you click into a Workload View from your Portfolio, you’ll see a capacity trendline across teammates. By default, capacity is based on task count & task duration, but you can add task effort to see hours, points, etc.
- Any task in your project that has a due date or date range added will automatically show up on your Workload View.
- Tasks must be assigned to be accounted for in the capacity trendline, otherwise they will appear at the bottom of your Workload View in the “Unassigned Tasks” section.
- You can assign tasks by dragging and dropping them to an assignee, or opening the task menu and assigning the tasks.
Use tasks for work you want accounted for in Workload View, as subtasks are not visible in the view.
Add task effort to gauge capacity
Tracking task effort means your capacity will be based on hours, points, etc. instead of simple task count.
To add task effort:
- Select add effort in the Workload toolbar. Effort in Workload can be any numeric custom field in your library, or you can create a new field.
- Now add your effort field to all projects within the portfolio (if it’s not there already).
- Your Workload graph will now show effort instead of task count.
Remember to add Effort to tasks (either opening them from Workload or in a project).
Once task effort has been set, you should also set your team’s capacity to accurately gauge bandwidth and make sure nobody is overloaded.
Set your team’s capacity
Capacity is the maximum amount of work a person can take on in a week and is customizable at the individual level. For example a contractor might only be able to take on 20 hours while a team member can take on 40 hours. Whenever an individual has more work than they have capacity for, their workload graph will turn red.
- Click the toggle icon on your toolbar
- Click Edit capacity
From here you can edit your team’s capacity.
Once your capacity has been set, you will get a view of which team members are reaching their capacity limits, as well as those team members who have greater capacity.
Edit the effort for your team
You can view and edit the effort of your team members using Workload.
To edit the effort for your team:
- Click the toggle icon on your toolbar
- Click Edit effort
From here you can edit your team’s effort.
Once your effort has been set, you will get a better view of work delegated to each of your team members.
Use Start Dates on tasks to account for tasks that take more than one day to complete.
When you have a task with multiple days, Effort will be split evenly over weekdays (skipping weekends). For example, a 10 hour task over 2 days will be 5 hours each day. If the task goes Friday to Monday, it will be 5 hours on Friday, 5 hours on Monday.
Set custom fields based on priority to get a sense of task weight. You can select custom field colors in the toggle.
Create Custom Fields and colors in your project view. Then, when you set a custom field value on tasks, that color can be viewed in your Workload View.
Hover on an individual’s chart to see a count of their tasks on a given day.
Hover on a specific day column header to view multiple team member’s total tasks on a given day. Hover on a person’s name to see their total task count or effort over time.
Drill down view
Click on the caret to show projects and tasks per person in drill down view.
- You can open the project status modal by clicking the project name.
Drag and drop tasks
Drag and drop tasks to reschedule the time, or reassign to another person.
- You cannot move a task to a different project.
- When you reassign tasks, the schedule is locked to reduce errors. After reassigning, you can then drag the task to reschedule.
- You can create tasks in Workload View by clicking directly on your Workload under the assignee, date, and project that you’d like to schedule the task and type in the name of your task. You can then click into the task’s details to add additional information.
Multi-select bulk rescheduling: Press the Command/Control key, and click on all the tasks you want to reschedule and/or reassign while pressing the Command/Control key.
Filter your Workload view by role and person.
- You can search for and select people you want to see in your Workload View.
- You can also search by “Role”.
Encourage your team to add their roles to their profiles in Asana.
You can also save a Filtered view as the Default view for everyone.
To save a Filtered view as the Default:
- Select people for your filter
- Click Apply filter
- Click the drop-down arrow
From the drop-down menu select save layout as default.
To zoom in or out, click on the “Zoom” button to select between Days, Weeks, Months, Quarters, Half-Years, or Years.
- Click on “Today” to quickly come back to present day.
Use zoom to adjust your view based on your work planning and monitoring time frame.
Subtask count on Workload
You can also view the amount of subtasks on a particular task directly from Workload.
The subtask count will appear next to the task name on Workload in drill down view.