Workload view v2
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Vasil Enchev
=== Workload pulse check ===
Hello fellow click-uppers, we are bringing back the 2 weeks period, next week. I would also like to ask anyone who experienced difficulties were those things addressed by us? We did fix a bunch of things but I don't want to miss anything. Thanks!
K
Khristia Angela Leyco
The ability to customize when during the week to count certain hours. For example, as creatives, sometimes weekends don't mean Sat & Sun. But some weeks it would. Also, the ability to mark an event to be included in the workload. IE, video shoots that span for an entire day.
Steve Feller
We have project managers break functional efforts into goals and epics based on calendar time. Developers then create tasks and subtasks to estimate effort. If we can use rollup to combine time into at the epic level, these tasks and sub tasks will not need to be scheduled beyond epic granularity. Having an option to support this mode would be phenomenal!
T
Tim Facemyer
One issue I hope this will address. When you schedule from the Workload view, it overwrites the task dates. Will this be fixed in Workload v2? Task dates should not change unless the PM changes them.
Angus Innes
It would be amazing to add the Duration of the assigned tasks to be a Workload Unit option.
Stephanie Kohut
I'd like a better view of the unassigned tasks. It would be great to be able to assign a job role (i.e. art director, copy writer, etc.) to a task knowing that's the role that needs to fulfill that task but then beable to sort based on those roles that haven't been assigned to an actual user. Ex.
Task A needs an Art Director for 4 hours
Task B needs a Copy Writer for 8 hours
I have the following resources:
Bob (Art Director)
Suzy (Art Director)
Jon (Copywriter)
Mary (Copywriter)
I can look at Jon/Mary's capacity and then what work needs to be done by a copywriter and assign them.
T
Tim Facemyer
Another consideration is if a PM looks at a workload view for a List or "Project", they only see the project resources assigned to that List's tasks. It would be great if the Workload view ALWAYS looks (or at least is an option to) at assignments from the entire workspace instead of just the list, folder, or space you are viewing the workload in. Does that make sense?
Angela Lindauer
I appreciate all improvements. For the workload view I would love the ability to exclude teams that do not track workload. For example as Marketing Operations, we don't have a capacity. We just have to get it all done. I would love the ability for the calculations for the team to show what is truly available in hours. We deal with estimated time not tasks so knowing that we have 100 hours of 300 hours scheduled tells us what is available for that month for the team. I would love the ability to link the workload view in a dashboard that is shared with others via PDF. Embedding it in the dashboard and creating the PDF doesn't work.
Any additional improvements are welcome. Thanks!
Robin Van Hussen
I would love a quarterly time frame view.
Florian Schardt
The workload view is working well, if we are using the Assginee field and group by Assignee.
Each Assignee/Person is shown with the projects/tasks that are assigned to him.
The problem is, we are using the Assignee field for the project manager only. For the other people/resources that are involved, we want to use a People (or any other type) custom field.
In the workload view, I would like to group by this field and see each person/resource separately in one line. Similiar to what ClickUp does when using the Assignee field.
However, ClickUp is building groups of resources/people, which is not usefull:
Screenshot 1: Groups are built per line - not good. Screenshot 2: Each resource separately - good.
C
Contractor 4B
Being able to use custom date fields instead of Due Date would unlock workload view for me!
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