How to set up the Workload chart for monday.com

How to set up the Workload chart for monday.com

How to set up the Workload chart for monday.com

The Workload chart allows seeing how much work is planned for the future. It takes all the items that have a set due date and shows a summary per day/week/month/quarter of the total planned 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.

The Workload chart allows seeing how much work is planned for the future. It takes all the items that have a set due date and shows a summary per day/week/month/quarter of the total planned 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.

The Workload chart allows seeing how much work is planned for the future. It takes all the items that have a set due date and shows a summary per day/week/month/quarter of the total planned 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.

Adding dates to monday.com tasks

You can set start and due dates on monday.com by selecting the Due date column within an individual task.

You can set a start date for a task by using the Timeline column:

You can use any of your Date or Timeline columns to represent the start dates or due dates. Learn how to configure any custom date field as start or due date for tasks.

Notice that there may be some delay before the dates become visible in the Screenful. Once you have set the dates, they will be reflected in the chart after the next data sync which is run automatically once per hour. You can trigger the sync manually any time by selecting Data sync options from the main menu.

Adding dates to monday.com tasks

You can set start and due dates on monday.com by selecting the Due date column within an individual task.

You can set a start date for a task by using the Timeline column:

You can use any of your Date or Timeline columns to represent the start dates or due dates. Learn how to configure any custom date field as start or due date for tasks.

Notice that there may be some delay before the dates become visible in the Screenful. Once you have set the dates, they will be reflected in the chart after the next data sync which is run automatically once per hour. You can trigger the sync manually any time by selecting Data sync options from the main menu.

Configuring the Workload chart

To create a Workload 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. Select Workload 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 seen at the beginning of this guide:

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.

Configuring the Workload chart

To create a Workload 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. Select Workload 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 seen at the beginning of this guide:

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.

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