Manage your team’s capacity with the new Workload (planned) chart 🏋️

Jan 30, 2022

We have added a new chart to our growing library of custom charts: Workload (planned). It shows how much work is assigned to each team member for the coming days, weeks, and months. It helps you to quickly see who can take more work and who is overloaded with too much work.

Here’s an example chart:

In this example, the chart is grouped by Week and the bar segment is Assignee. The chart shows how much work is allocated per week for each assignee. The leftmost bar is the current week. The bars to the right are the future weeks.

As the name of the chart suggests, it only shows the work with planned duration. That means a task must have at least a due date set in order to be included in this chart. Tasks without any deadlines are not included in this chart.

The work is evenly distributed for the remaining days. For example, if you have 20 tasks with each having a due date in 10 days, there will be two tasks allocated per day.

You can also set a start date for a task, and the chart will take that into account. If the start date is not set, the chart allocates the work from today until the due date.

Configuring the Workload (planned) chart

To create a Workload (planned) chart, go to the Charts tab and click Add new chart.

A modal is opened with a set of chart templates. Select New blank chart to open the chart editor:


In the editor, select Workload (planned) as the chart type. In this example, we’ve selected grouping to be by Week, and bar segment to be Assignee. That produces the chart as below:

Notice that you can use any of your custom fields as the unit. By default, the chart uses Tasks, as the unit but you can change it to any of your custom fields from the unit menu. So for example, if you have set work estimates to your cards (e.g. as Story points), you can configure the chart to use those.

You can learn more about setting up this chart for your tool by reading the guides for Trello, Jira, Asana, or monday.com.

Let us know if you have questions or feedback by contacting hello@screenful.com. To stay on the loop, read our blog, or follow us on LinkedIn

This article was written by Sami Linnanvuo

Sami is the founder & CEO of Screenful, the company that turns data into visual stories. You can find him on Twitter.