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Widget de carga de trabalho

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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Nota:  este recurso está disponível apenas em nossos planos Pro e Empresa

 

Agora, vamos começar!

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

  • Uma coluna de pessoas 
  • Uma coluna de data ou Timeline 

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!

Outra configuração importante a considerar é o fim de semana. Você pode contar os fins de semana como dias úteis ou excluí-los dos dias úteis. Você pode personalizar essa configuração na seção Administrador da sua conta. Consulte este artigo para saber mais. 

 

How to add the Workload Widget

Basta clicar em "Adicionar novo", na parte superior da página do painel > Clicar em Mais > Adicionar "Carga de trabalho", conforme exibido abaixo: 

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Após adicionar, clique na roda dentada para começar a personalizar!

 

Configurando o widget

Etapa 1 - Escolha os quadros

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

Como esse widget verifica todos os elementos atribuídos a uma pessoa durante um determinado período, você deve escolher quadros que contenham uma coluna de data ou Timeline. 

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Caso seu quadro não contenha nenhuma dessas colunas, você receberá uma mensagem de erro. Você pode simplesmente adicionar uma coluna de data/Timeline e continuar o planejamento. 

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

Você pode exibir os dados de duas maneiras: contar elementos e esforço. 

  • Contar elementos

Se você escolher a opção Contar elementos, cada elemento atribuído a essa pessoa será contado como 1 e exibido no quadro. 

  • Esforço

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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Digamos que Julia seja atribuída a um elemento, mas que levará 7 horas. Lea tem 5 elementos atribuídos, mas cada um leva 0,5 hora. O esforço total de Julia será de 7 horas, e o esforço total de Lea será de 2,5 horas.  

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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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  • Capacidade semanal

Então, você pode escolher uma capacidade semanal para toda a equipe. Ela será o limite de quantas horas você deseja que a equipe trabalhe nessas tarefas nessa semana. Em nosso exemplo, definimos a capacidade semanal para 10 horas por semana. 

  • Capacidade por pessoa

 Você também pode definir uma capacidade por pessoa clicando em "Editar capacidade por pessoa", conforme abaixo:

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

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Entendendo as cores 

🔵 Bolha azul - a pessoa está abaixo da quantidade máxima de esforço. Você pode continuar atribuindo tarefas!

✔️Bolha azul com uma marca de seleção - você está na capacidade semanal adequada!

🔴 Bolha vermelha - a pessoa excedeu o limite de capacidade semanal que foi definido

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

 

Alocar recursos

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. 

 

Filtre seu widget

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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Digamos que queremos visualizar todas as tarefas empacadas e vencidas para ver como podemos reorganizar a carga de trabalho das equipes e garantir que possamos concluir o projeto com êxito. 

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Isso exibirá todas as tarefas que estão com data de entrega vencida E com status "parado", para que possamos ver onde estão os obstáculos e fazer os ajustes necessários. Você pode até mesmo salvar sua visualização clicando em "salvar", no canto superior direito.

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Detalhamento

Se você quiser verificar as tarefas da equipe em detalhes, clique em qualquer um dos círculos para visualizar as tarefas listadas nesse período. Você pode alterar os prazos de entrega ou reatribuir tarefas conforme necessário.

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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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Agora, sua equipe permanecerá no caminho certo, dentro do prazo e trabalhando conforme sua capacidade. 

 

 

 

Dúvidas? Informe-nos pelo e-mail support@monday.com . Será um prazer ajudar :)