NEW: Engagements. Letters with e-signature, scope that tracks itself and renewals that never slip. See how NEW: Insights dashboards. Billing, unbilled time, utilization and budget burn, live. Take a look NEW: Cloud files. Link Dropbox, OneDrive and SharePoint files to projects without duplicating them. Learn more NEW: Talk to your workspace. Connect Claude via MCP and let AI create projects and tasks for you. See how NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs

Workload view

Work > Workload answers one question at a glance: who is overloaded and who has room?

How to read it

Each person gets a lane showing:

  • Open tasks and how many are overdue.
  • Estimated hours on their open tasks against a 40 hour weekly capacity.
  • A bar that goes amber past 75 percent and red past 100 percent.
  • Chips for their next tasks by due date (red chips are overdue), each linking to the task.

Lanes sort heaviest first, so the person most at risk is always at the top.

Making it accurate

The view is only as good as the estimates. Two habits make it work:

  1. Put estimated hours on tasks when you create them (even rough ones).
  2. Keep statuses honest: completed work should be in the completed column.

Pairing with auto-assignment

If one person is always red, switch new-task assignment to least loaded in your auto-assignment rule: incoming work then flows to whoever has the most room.

Last updated Jul 25, 2026

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