How to see all your monday.com workload in a single chart?
How to see all your monday.com workload in a single chart?
The Planned work chart shows how much work is planned for the future. It takes all the items with 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.
The chart shows the work with planned duration. That means an item must have at least a due date set to be included in this chart. Tasks without any deadlines are not included in this chart.
The Planned work chart shows how much work is planned for the future. It takes all the items with 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.
The chart shows the work with planned duration. That means an item must have at least a due date set to be included in this chart. Tasks without any deadlines are not included in this chart.
The Planned work chart shows how much work is planned for the future. It takes all the items with 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.
The chart shows the work with planned duration. That means an item must have at least a due date set to be included in this chart. Tasks without any deadlines are not included in this chart.
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.
When you adjust the data in your board, the changes will be reflected in the chart after the next data sync, which runs automatically once per hour. You can trigger the sync manually 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.
When you adjust the data in your board, the changes will be reflected in the chart after the next data sync, which runs automatically once per hour. You can trigger the sync manually from the main menu.
Allocate all work to the due date or evenly between start and end
There are two options for allocating the work. Either it is fully allocated to the due date, or the work is allocated evenly between the start and due date. You can choose between these in the chart settings:
If you have selected Allocate all work to the end date, all work will be contributed to the single date, the close date. With this selection, you don't need start dates at all.
If you select Allocate work evenly between start and end date, work is contributed evenly between the start and the end date.
For example, if you have an item with an estimated effort of 20 story points, and there are 10 days between the start date and the due date, two story points will be allocated for each day. If the start date is not set, the work is allocated from the current date until the due date.
Allocate all work to the due date or evenly between start and end
There are two options for allocating the work. Either it is fully allocated to the due date, or the work is allocated evenly between the start and due date. You can choose between these in the chart settings:
If you have selected Allocate all work to the end date, all work will be contributed to the single date, the close date. With this selection, you don't need start dates at all.
If you select Allocate work evenly between start and end date, work is contributed evenly between the start and the end date.
For example, if you have an item with an estimated effort of 20 story points, and there are 10 days between the start date and the due date, two story points will be allocated for each day. If the start date is not set, the work is allocated from the current date until the due date.
Creating the Planned Work chart
To create a Planned Work 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 Planned work 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:
You can mouse-hover the bars to see the work allocated for each individual for each week:
Once you've created the chart, you can place it in a report and schedule it to be sent via email or Slack.
Creating the Planned Work chart
To create a Planned Work 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 Planned work 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:
You can mouse-hover the bars to see the work allocated for each individual for each week:
Once you've created the chart, you can place it in a report and schedule it to be sent via email or Slack.
About Screenful
Screenful provides multidimensional analytics of the data in monday.com. You can slice & dice your data with 15 different chart types, and click-through to drill into details.
Analytics & Reports by Screenful can be installed via the monday.com Apps Marketplace. Once installed, it adds an entry to the left menu that allows you to access your charts and reports within the Monday UI.
About Screenful
Screenful provides multidimensional analytics of the data in monday.com. You can slice & dice your data with 15 different chart types, and click-through to drill into details.
Analytics & Reports by Screenful can be installed via the monday.com Apps Marketplace. Once installed, it adds an entry to the left menu that allows you to access your charts and reports within the Monday UI.