Viewing staff workloads

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Pete

• 2024年10月21日 08:51

I want to be able to view how many tasks each staff member has and at what step in the process each task is.

In the Heatmap and Performance Check screens I can see my own workload, but from a manager's perspective it would be useful to see other staff members' workload too. How can I do this?

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  Questetra Support

  • 2024年10月23日 05:42

  You can set up a task list to view the workload of each member.  

  Go to the  [Workflow] screen and click on [Others] under [Process/Task Status Check] to create a new list view. Select [Tasks] then change the filter: under [User], [Select User] > a member to see the their workload, and under [Task Status], [Unprocessed] and [Processing]. It's the view to see what tasks a member is currently holding. You should do this and save it for all members.

  

  

  

   

  Note: To see the tasks that members are holding, you need to be the privileged administrator as Data Viewer or Data Viewer (only Progress Infromation) for the App where the task is placed.

  I hope this helps you.

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