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Hi there, just reaching out to see if anyone working for a Creative agency is struggling with the Workload balancer when it comes to creatives viewing the work they have on? I am unable to find a simplified or visual view.
Stumbled upon this thread and commenting in case anything I share can be of assistance. My organization heavily relies on the Workload balancer for resource management, but we have found that it isn't the best way for our creatives to look at their work. Nor the worklist for that matter.
Instead, our creatives view their work off of custom dashboards/reports. Attached are a couple screenshots of views that can be helpful in showing them their total assigned hours for a given day. These can be scaled to show workloads based off team, etc. depending on the situation.
I'll also say that the workload balancer is only as good as your settings on it. It took some playing around with before we got it to where we want it to be. For those struggling with the automatic split of task time over multiple days- we at first struggled with this too for one of our teams. We resolved by using this method to adjust daily allocations.
Granted we have only known the new experience, so maybe I don't know what I'm missing with the scheduler. But these dashes along with the balancer have worked well for our needs!
Happy to provide more info if anyone has questions.
Lindsey
HI Lindsey - Not sure if you knew this since I haven't seen anyone mention it, but you can put the Workload Balancer on a Creative's Dashboard. Go to the WLB in the resourcing area and set it up the way you'd like the default to be for them (daily/weekly/monthly, 2 weeks/4 weeks/6 weeks/12 weeks, grouped by project or not, do you show daily allocations at the project level, how are the project color coordinated, etc.) and then for the filter do the wildcard filter User:Name equals Me and then any other project or task filters you want.
Once you have all that, click the hyperlink icon and then you can paste that into the dashboard you create by clicking "Add External Page" at the bottom of the Edit Pop-Up. This way your creatives can see what is coming up as well as easily see the allocation your Creative Resource Managers did to balance everything out.
When I was on the Agency side, this worked well. I had to do what you did and create some additional reports and stuff, but they found seeing how their work was being allocated by the RMs was super helpful to everyone. (And it also showed how late tasks can really mess things up)
Thanks for posting these Lindsey,
We do something similar. Below are reports in one of our Editorial dashboards:
Tasks assigned to MY teams (but not yet assigned to a person). We use this as something similar to a kanban board. If there is a task you can do, just assign yourself, or the team leader can assign.
