Skip to main content

How to Use Project Assignments and Team Member Filters

The Project Assignments view, and Team Member Filter are central for understanding workload distribution and making informed management decisions.

Step-by-Step Guide

Access the Dashboard:

  • Navigate to My Team > Dashboard from the main navigation.

View Project Assignments:

  • Find the Project Assignments section.

  • Here, each team member is listed alongside the projects they’re actively contributing to helping you see at a glance who’s involved where, and avoid over- or under-allocation.

Analyze Team Workload:

  • Review which members are owners of tasks/issues in multiple projects or have a high number of assignments.

Use Team Member Filter:

  • At the top, switch between All Team Members or select an individual from the dropdown list to instantly focus the dashboard on a specific team member’s tasks, issues, and projects.

Time-Based Filters:

  • Toggle between Today, This Week, or This Month to analyze assignments for different timeframes and identify urgent or overdue work.

Tips

  • Use these filters before team planning meetings to prepare useful workload overviews.

  • Reviewing individual contributions helps in performance evaluation and identifying training or support needs.

Did this answer your question?