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Using Team Overview to See Work Allocation Across Your Team
Using Team Overview to See Work Allocation Across Your Team

For full visibility of work allocation across your team.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

Easily Manage workload with Team Overview.
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Using the Team Overview board, you can monitor and manage workloads, redistributing tasks as needed.

On your Work board, click on the Team Overview icon on the left-hand side of your screen.

Team Overview lists all process workflows for the organisation, along with the total number of items and items assigned to or completed by each team member.

The total number of Tasks or XBerts is shown inside the red circle.
(eg. 7 total tasks)

The total number of completed Tasks or XBerts is shown outside in a green circle.
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Any overdue items are shown as a number in a small red circle. Clicking this number will display these items on the Work list.
(eg. 15 total tasks, 1 overdue, 2 completed)

If all tasks in a process are completed, there is a green tick with a green circle displaying the total number of completed tasks. Clicking on this icon will display these items on the Work list.
(e.g. 1 completed item)

You can sort your Work to show Connect or Client users only to view the work progression between your staff or your client's work.

You can use the total row to know the progress of any Team or client based on the process.


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