How can I manage my team with Staffing reports?
The Staffing tab provides high-level reporting on your Team's utilization. With Staffing you can see your Teammates' workload and you can view how many Events and Tasks they've been assigned over a calendar view.
- What do the next X days, weeks and months look like in terms of Events and workload?
- Who on my Team has excess or limited bandwidth?
- Who on my Team is typically (not just currently) behind schedule with their Tasks? Who is ahead of schedule?
Accessing the Staffing tab
To get to the Staffing tab, go to Team Settings by clicking on the gear icon next to The team name in the sidebar.
Note that the Staffing tab is only accessible to Teammates with Org Admin, Team Member or Full Access Roles.
The Staffing tab's default view is a heatmap chart showing all of the Teammates in the Team on the left axis and their assigned Tasks over the upcoming days and weeks on the top axis.
The number of days in the top axis adapts to your browser screen size. There are arrows to move forward or backward through the upcoming and past weeks.
Each Teammate has their own row consisting of counts of their assigned Tasks that are due on days in the view. Only Tasks with Due Dates appear in the heatmap view. The count is visualized as a number and a shade of green. The darker the green, the more Tasks that the Teammate is assigned for that day.
The count (both number and shade) correspond to the Due Date of the Tasks.
The Staffing List View shows total counts for all events and open, completed and total Tasks, as well as the completion status in percentage for all Tasks for all Teammates.
There is a date range filter which defaults to the upcoming month.
You can get to a Teammate's individual List View by clicking their name or Task count in the heatmap view. This will produce the List View which includes filters for events, Tags, Status and date range.