Last updated: 2023-02-17
In Workload Management, filters at the below levels are available:
This filter is applied on:
1\. The work items displayed in the calendar. Therefore, the workload count or hours will be updated as per the filter applied.
2\. Manage Workload view
3\. Unassigned Work view
For eg. if ‘Tasks’ is excluded in the page level filter view, inside the ‘manage workload’ view, ‘tasks’ will be excluded automatically as shown below.
The default view inside the ‘Manage Workload’ view is that of all items assigned to you across modules.
You can choose a specific module by further filtering in ‘work type’.
Once a specific module is chosen, you can filter on additional attributes relevant to the module. For eg. Priority & Status is available for Problems.
If multiple modules are chosen, only those attributes that are common to all modules will be available to filter.
Additionally, for accounts that have multiple workspaces, there is an option to choose a workspace as well in filters. Once chosen, all options specific to that workspace are available within filters.
Unassigned work can be managed module-wise. For each module, relevant attributes are available for filtering.
Filtering the list of people whose workload you’re managing
You can filter people using these options:
