Review team workload and task trends
Use the Team Workload widget to see how tasks are distributed across your team and quickly open a member’s task list.
This guide is designed for project manager.
Steps
Step 1: Open the Team Workload widget
On the dashboard, locate the Team Workload widget showing your team members, their current task counts, capacity, and recent completion activity.
Step 2: Scan workload, capacity, and trends
Review each team member’s current number of tasks against their capacity, along with the indicator showing whether their workload trend is going up, down, or stable this week.
Step 3: Identify overloaded or under-utilised team members
Look for members whose task count is close to or above their capacity, or where the trend indicator suggests their workload is increasing faster than others.
Step 4: View a member’s detailed task list
Select the control to view a specific team member’s tasks, which triggers the member task view so you can inspect or reassign their work as needed.
Step 5: Refresh the workload data
Use the refresh control on the widget to reload the latest task and capacity information from the underlying data source.
Last updated: 2026-09-03