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I’m looking for a way to track all the members of my teams workload. By that I mean I would like to imput a specific amount of time that they work each day, week, or month and then add the estimated time to complete to each of their tasks. That way I can easily check to see if someone has too many tasks for the amount of hours they actually work, or if someone has un-used time I can schedule specific tasks to them rather than someone who is completely full.

Hey ​@KyleB,

 

Might that availability per day, week or month change time period to time period, or is that fixed per employee?

 

I would probably suggest:

Team Member Table

Availability Table

Tasks Table

 

Under availability Table you would have Start Date, End Date, Available Hours, Team Member, Tasks

 

Tasks table would also have Hours field.
You would link tasks (with automation) to each Abailability record that applies according to time frame. You would have a rollup to calculate sum() of all linked talk durations. You can easily check if value of such  rollup is > or < of Available Hours value.

 

happy to help out!

Mike, Consultant @ Automatic Nation

 

 


@Mike_AutomaticN You bring up a good point. Perhaps it would be better to just have a table that shows all our members current projects/tasks and show how much time those are currently estimated to take. In my mind I picture a gauge in which I can easily see when a team member is full, half full, or empty on available hours, but that might be tricky with how often availability changes.

 


Hey ​@KyleB,


Architecture described above is pretty scalable, and simple! You would be able to set different availability es for different weeks and also see capacity 


@Mike_AutomaticN Thank you! I’m going to try this out and see how it works.