Smarter Week

How to automate it

How to automate “balance workloads and staffing across the team”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
35%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Use the workload view in your project tool instead of a separate sheet

Workload and resource views in Asana, Monday, Smartsheet, Float or Resource Guru show who is overloaded from the tasks already planned.

Typically saves about 35% of the time1 h to set up
  1. 1Add effort estimates (hours or points) to tasks.
  2. 2Turn on the workload or resource view (Asana Workload, Monday Workload, Smartsheet Resource Management, Float, Resource Guru).
  3. 3Review it weekly and move work before people are overloaded.

Tools: Asana Workload · Monday.com Workload · Smartsheet Resource Management · Float · Resource Guru

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Operations managerProject managerProgram manager / PMO

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Operations managers