Manage Project Workloads
Welcome to Kroolo, Your Smart Productivity Powerhouse.
This guide provides a step-by-step walkthrough on how to effectively distribute tasks among team members, adjust work capacities, and ensure a balanced workload for each project collaborator.
📍 Navigating to the Project Workload
1. Select the Appropriate Workspace
Choose the workspace where your project is located.
2. Click on Projects
Navigate to the "Projects" section.
3. Open the Desired Project
Click on the project you want to manage. Select "Workload" to view the project workload.
📍 Inviting Members and Setting Work Capacity
4. Invite More Members
Click on the three dots next to the project name.
5. Select "Invite Members"
Select "Invite Members" & add more collaborators to the project.
6. View and Edit Work Capacity
Check the current work capacity for each member. To edit, click on the capacity settings.
7. Enter Weekly Capacity
Input the weekly capacity for each member (e.g., 30 hours). The capacity will be divided equally from Monday to Friday.
8. Apply Capacity for All Members
To set the same capacity for all members, click on the relevant option and hit "Save."
📍 Managing Tasks and Workload
9. View Assigned Tasks
Click to see the tasks assigned to each member, along with their estimated time and workload.
10. Reassign Tasks if Necessary
If a task requires more time than a member’s capacity, consider reassigning it.
Click on the assignee to assign the task to another member.
11. Close the Pop-Up
After reassigning, close the pop-up window.
12. Adjust Capacity for Overloaded Members
If a member’s workload exceeds their daily capacity, adjust the capacity settings.
13. Divide Tasks Between Members
To split a task between two members, click on the "assignee" and make adjustments.
14. Close the Pop-Up
After assigning, close the pop-up window.
15. Assign Additional Members if Needed
If the task still exceeds capacity, assign another member to the task and close the pop-up.
📍 Adding and Assigning Tasks
16. Add or Assign More Tasks
Explore options to add or assign additional tasks to members.
17. View Unscheduled Tasks
Check the unscheduled tasks section on the left side.
18. Assign Unscheduled Tasks
Click to assign unscheduled tasks to members.
19. Show or Hide Completed Tasks
Use the toggle to show or hide completed tasks.
📍 Previewing Workload
20. View Weekly Workload Preview
Check the weekly workload preview.
Change the view to biweekly or monthly if needed.
This guide provides a comprehensive understanding of how to manage workload in projects using Kroolo.
