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How to Use Project Assignments and Team Member Filters

Updated over 2 months ago

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.

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