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ワークロードウィジェット

The Workload View is a great way to see how your team's work is divided and the upcoming timeline for everyone's tasks in one place. If needed, you can always reassign or change due dates to make sure everyone stays on target with the amount of tasks they can complete within that timeframe. With our workload widget, you can now have these insights from multiple boards in order to make sure your team is set for success. This widget is a must-have to enhance your workflow! Keep reading to learn how it works. 

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注: この機能は、プロプランとエンタープライズプランでのみご利用いただけます。

 

さあ、使ってみましょう!

To measure the workload of your team members, you'll want to make sure your boards contains the following columns: 

  • ”People” のカラム 
  • 日付またはタイムラインのカラム 

Alternatively, if you want to measure any other resources, such as meeting rooms, factory machines, hand tools, cameras - you name it - you can use a Status Column!

考慮すべきもう1つの重要な設定は週末です。週末を就業日としてカウントするか、就業日から除外するかを選ぶことができます。その設定は、アカウントの管理者セクションでカスタマイズすることができます。詳細については、こちらの記事をご確認ください。 

 

How to add the Workload Widget

以下のように、ダッシュボードページの上部にある「新規追加」をクリックして > "More" をクリックすると「ワークロード」の追加が選べます。 

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追加できたら、歯車をクリックしてカスタマイズを開始します!

 

ウィジェットのセットアップ

ステップ1 - ボードを選ぶ

First, you will need to choose the boards that you're interested in pulling information from. It is important to remember to choose all the relevant boards in which your team members are assigned, in order to make sure you see the workload of the entire team's tasks across all of their projects. 

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Step 2 - Choose the groups

Now, you can choose the groups that you're interested in pulling information from.

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Step 3 - Pick the Time Column

このウィジェットは特定の個人に一定の期間割り当てられたすべてのアイテムをチェックするため、日付またはタイムラインカラムを含むボードを選択する必要があります。 

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ボードにこれらのカラムのいずれかがない場合、エラーメッセージが表示されます。日付/タイムラインカラムを追加して、計画を続けることができます。 

Next, you can choose whether you want to see a breakdown of the items or sub-items in your board! In the example below, we've selected "Sub items", and our widget now displays only the sub-items on our board.  

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Step 4 - Choose the resource type

Now you need to choose which resource type from each board you want to be represented on the workload. The resource type can be a People Column, Status Column, group, or board! This will determine according to what parameters we see the workload divided. In the example below, we've chosen the People Column, so we see our tasks divided among our team members (listed in the left panel of our widget). This is sort of like the y-axis in a chart, while the tasks represent the x-axis. 

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Step 5 - Choose Effort and Capacity

2つの方法でデータを表示できます:タスクのカウント数と稼働実績です。 

  • タスクをカウントする

「タスクをカウントする」を選択すると、その人に割り当てられているタスクは1つずつカウントされ、ボードに表示されます。 

  • 努力

Sometimes, some of our tasks require more effort or carry more weight than other tasks. This setting works with both a Numbers or Formula Column. In this example, we are using our Numbers Column, which represents the time estimation it takes to complete each task. 

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例えば、ジュリアには 1つのアイテムが割り当てられていて、それに7時間かかるとします。リーには5つのアイテムが割り当てられていて、それぞれに0.5時間ずつかかるとします。ジュリアの合計作業時間は7時間で、リーの合計作業時間は2.5時間です。   

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When more than one person is working on a task, we can choose to display how they "divide the effort" between them. We can toggle between "Split", which will divide the effort equally amongst partners, and "Sum", which will assign each of the partners the total number of hours that the project takes.

In the example below, we chose "Split", because Kayla and Ariel are going to split the four hours allotted for this project evenly in two. On the view, we can see that they have each been assigned 2 hours for this project. If Kayla and Ariel were working together on the project, and they would both be spending 4 hours, we would select "Sum", and we would see all 4 hours reflected in Kayla's workload as well as in Ariel's workload. 

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  • 週ごとの処理能力

その後、チーム全体の週間処理能力を選択できます。これにより、チームがその週にそれらのタスクに取り組む時間が制限されます。 この例では、週毎の処理能力を10時間に設定します。 

  • ”Person” ごとの処理能力

また、以下のように「”Person” `ごとの処理能力を編集」をクリックすることで、一人当たりの処理能力を設定することができます。

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You will then be able to define the capacity for each person. 

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色について理解する 

🔵青いバブル - この人は最大の稼働量を下回っています。タスクを割り当て続けることができます!

✔️青いバブルにチェックマークが付いている - 週ごとの処理能力に達しています!

🔴赤いバブル - この人は設定されている週ごとの処理能力の限界を超えています

You can view the team's workload by Days, Weeks, or Months.

 

Allocating Resources

Let's take a look at a use case where we want to assess the allocation of our company's resources rather than the effort of our team members. The board below helps us coordinate all of our company's deliveries. Each item is a delivery that needs to be done, and is assigned a driver (using the People Column) and vehicle (using a Status Column). The date of the delivery is assigned, and the duration of the ride as well as the travel distance are indicated using a Numbers Column. 

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We want to make sure that none of our vehicles are surpassing their weekly limit of 1200 total kilometers of travel distance. We can set our Workload Widget to show us exactly that! First, we select our "Vehicle" Status Column as our resource type, and then we can select "Add Effort"! We want to define our effort by our "Travel Distance" Numbers Column.

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Now, we can set "1200" as the "Weekly Capacity" in the field below:

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Now, our widget is showing us all of our vehicles listed in the left panel, and to their right, we can see how many kilometers they are scheduled to travel each day of the week. We can see that our Ford is set to exceed its limit on the 13th, so we can go ahead and schedule a different vehicle for this delivery instead!

 

Working Status 

In addition to helping us allocate our resources, the Workload Widget also helps us understand them. One of the ways it does this is by taking in to account the working status of our team members!

In the example below, Kayla is scheduled for a delivery on July 15th. Even though she has not exceeded her daily set capacity, the bubble has turned red for that day, indicating that there is a problem. When we hover over the bubble, we can see that Kayla has set her working status to OOO (Out of Office) from July 15th to July 15th. Now we know that we need to reassign this delivery to one of our other drivers!

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Note: A team member's working status will only be considered if he or she has set the status with specific dates that he or she will be busy or away, and the widget will only notify us if there is a scheduling conflict. It is important also to note that it will only be work if the team member's workload capacity is indicated. 

 

ウィジェットをフィルタリングする

You can filter to find the information you need by using the advanced filters. On your workload widget, click on the filter icon as below:

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チームの作業負荷をどのように再編成し、プロジェクトをうまく完了することができるかを確認するために、滞っていたり期日を過ぎたタスクをすべて表示するとします。 

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これにより、期日を過ぎて、且つ、ステータスがスタックになっているすべてのタスクが表示されるので、障害箇所を確認し、必要に応じて調整を行うことができます。右上隅にある"保存"をクリックして、ビューを保存することもできます。

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ドリルダウン

チームのタスクを詳しく見たい場合は、いずれかの円をクリックして、その時間枠にリストされているタスクを確認します。必要に応じて期日を変更したり、タスクを再割り当てできます。

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If you are using data from a Timeline Column, and have milestones set, you will see them in the breakdown of tasks under each circle! Milestones will appear in the shape of a diamond to help you identify them!

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これで、あなたのチームは、予定通り、期日内に、処理能力の範囲内で作業を続けることができます。 

 

 

 

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