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Every agency operator wants and needs to know how much capacity their team has.
Burnout is a real thing.
And if you have no idea how much work your team has on their plates, you're at risk of burning out your team by either under or over working them.
In this video, we discuss the 5-steps you need to take to understand your teams workload and capacity in ClickUp.
0:00 - Introduction
0:25 - Step 1: Creating your workload view
2:21 - Workload view settings + ClickUp hack
6:26 - Custom capacity in the workload view
7:28 - Reassigning and remapping tasks in the workload view
8:30 - Step 2: Three key ingredients for your workload view
9:30 - Task building best practices
15:08 - Moving due dates with an overdue tasks view
16:45 - Auditing tasks with a QA view
18:07 - Step 3: Building process templates in ClickUp
21:20 - The best way to remap due dates
22:20 - Saving and deploying templates
24:04 - Step 4: Getting everything in to ClickUp
25:23 - Managing OOO in ClickUp
27:16 - Step 5: Optimize your process templates
30:30 - The result? Full workload visibility
31:20 - Conclusion
📖 Read the guide: https://www.zenpilot.com/blog/workload-capacity-visibility-in-clickup?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-workload
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⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
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