Hi Kare,
got it. A possibility would be just grouping the tasks’ grid view by Employee and then by Date (filtering it by TODO status). This would give you an overview of the workload per day of each employee. However this depends on the number of tasks that each employee has (if Susan has 20 tasks per day this view can soon be cluttered by unnecessary information).
An alternative option would be to have another “summary” table that contains a link to the employee and a date. Whenever a new task is created, an automation can create a record in this summary table or find an existing record (if another task was created for the same employee on the same day). This record can then be linked to the task. This will then give you the possibility to do rollups in the summary table based on employee and date and have a workload value for each employee for each date.
It is a slightly complex automation that you would probably want to create through an Airtable script to keep it flexible (even though you could accomplish it also with Integromat/Zapier with some conditional logic steps if you prefer/are more familiar with that option).
When creating such system be also careful about the number of records, as depending on the number of employees and daily tasks you could easily reach Airtable’s limits. You should then have a backup/archive plan in mind with an additional base or external cloud database software to store the records down the line (you might also not care about old records and be happy to just delete them).
Hope my suggestions help!
Alessio
Website: alessiomonino.com
Email: alessio.monino@gmail.com
