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View team workload and task trends

Use the Team Workload widget to see how many tasks each team member has, their capacity, and weekly completion trends.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard with the Team Workload widget​

Navigate to the PlanOps dashboard page that includes the Team Workload widget to see an overview of your team’s current task load.

Open the dashboard with the Team Workload widget

Step 2: Review each team member’s workload and capacity​

Scan the list of team members to compare their task counts against capacity, along with how many tasks they have completed this week and whether their workload trend is moving up or down.

Review each team member’s workload and capacity

Step 3: Refresh the workload data​

Select the refresh control on the widget to load the latest task and completion data from the backend.

Refresh the workload data

Step 4: Open a member’s detailed task list​

Use the member actions on the widget to view detailed tasks for a specific team member in the relevant task view.

Open a member’s detailed task list

Step 5: Identify members who may be over or under capacity​

Use the capacity and trend indicators to spot team members who are overburdened or have spare capacity, so you can adjust task assignments accordingly.

Identify members who may be over or under capacity

Last updated: 2026-07-16