Team and User Workloads

On the Reports page, the Workload section lets you view how in-progress and completed tasks are distributed over users or teams.

Workload Report Settings

In the left pane, select the following options:

• The process you want to view data for.
• Select the desired version to review, or select or All to retrieve data from all versions of the process. All is selected by default.
• Whether you want to see workloads for each user or for each team.
• Whether you to include completed tasks in the data. If you don't select Completed tasks, only in-progress tasks will be shown
  • If you select Completed tasks, you can further specify the date range of completed tasks to view.

After selecting these criteria in the Settings pane, click Apply. If the selected process has sufficient data, you will see a bar chart displaying the number of tasks that each user/team has completed or has in progress.

Workload Details for a Process

Once you've created a bar chart report, you can expand the Details pane on the right to view data about who has the highest workload, highest number of completed tasks, and highest number of in-progress tasks.

Workload Details by User or Team

Once you've created a bar chart report, you can view more information about the workload of each user or team by clicking on the bar that corresponds to that workload. This expands a Details pane on the right that contains more details about the tasks represented by the bar. The Details pane contains information like:

• The user or team's current tasks.
• For a team, the number of unassigned tasks.
• The most recently completed tasks.

From this view of a user's or team's workload details, you can navigate to a display of instance information about the overall process by clicking the number under Current Tasks or the item under Most recently completed tasks in the Details pane.