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Everything you need to know about workload management tools

Updated: Apr 5, 2022

Imagine if you had 3 extra hours of productivity in your work. What would you do with those 180 minutes?

And, what if we told you that with a platform like Work OS, you actually could obtain a productivity increase of 3 hours per employee per week?

If you’re part of a team of any size, no matter if they’re remote or onsite, workload management tools can help make your team more collaborative, transparent, and productive.

But first things first:

What is workload management?

If you have a team, chances are there will be work that needs delegation and management.

Every team has different members with different skills, interests, and availability.

Workload management is the process of allocating work among different team members and monitoring their capacity over time. The goal of workload management is to make sure that everyone’s work is delivered on time, but also to ensure there is always a healthy balance in terms of the amount of work every team member is assigned to, to make sure no one gets burnt out.

Traditional methods of scheduling tasks can leave some staff overwhelmed, while others are left twiddling their thumbs. Workload management tools, like those that can be built using’s customized platform for work, mean everybody on your team stays engaged.

And, just like that, you can boost productivity, transparency, teamwork, and job satisfaction.

What are workload management tools?

Team workload management tools are mechanisms and platforms that facilitate the strategies and processes to help distribute a balanced amount of work for each team member.

By using these tools, managers and team members assigning work can do so from a high-level, and from wherever they’re working from. for example, offers a dedicated Workload View to see how your team’s work is divided, ensure no team member is overloaded, and view upcoming timelines for everyone’s tasks in one place.

While this view may not be crucial to the day-to-day management of your team’s workload, seeing at a glance how everybody’s doing and who may need to be scaled up or down is an incredibly valuable insight to have, if we do say so ourselves…

How do you manage workload effectively? 5 easy-to-implement tips

Managing your team’s workload isn’t always straightforward. Your team could be working remotely with conflicting time zones. Or, you may be managing a diverse team with varying skill sets and availabilities.

How do you make task management more effective? Here are 5 go-to tips to get you started:

1) Use the right workload management tool

You should find software that is accessible on the go, with customer service available when you need it.

Some of the highest-priority features you should for are that the right platform should not be time-consuming to implement, and should include high-level and detailed views, boost collaboration, and make workload planning a breeze.

Additional important features to look for:

  • Multiple views of your team’s work

  • Resource allocation

  • Automation for repetitive tasks

  • Time tracking

  • App syncing and integrations is a powerful, customizable Work OS that can take care of all your other business processes. With integrations and templates, manages anything from customer sales to recruitment and onboarding.

2) Prioritize tasks

Once you have signed up to your chosen Work OS (cough,, it’s time to get productive.

Break down every project into smaller, more manageable tasks.

You can order your tasks by answering these questions, and putting the data into

  1. What tasks are on the to-do list?

  2. What is urgent, and what is important?

  3. What is the best way to delegate the pending tasks?

  4. Which tasks are the most time-intensive?

3) Understand your team and resources

Your company resources include your employees and everything else you need to complete tasks. This could be equipment, meeting rooms, company vehicles, or devices.

Managing your team’s schedules and allocating physical resources can be a bit of a juggling act.

This is another example of how versatile the workload view can be, allowing you to allocate resources where they need to go, when they need to be there:

4) Look at the bigger picture’s views make it easy to see what’s happening on a daily, weekly, monthly, and even yearly basis.

And looking at the bigger picture allows you to get ahead of the game. You can plan your workloads and schedule based on known commitments.

By knowing what comes next, you can allocate tasks early, flagging upcoming to-dos with your team.

This is particularly beneficial to freelancers and remote workers who follow a monthly schedule.

You can switch up your views to see it all. Our Timeline view is just one option:

5) Be adaptable

Two words: flexibility and adaptability.

Employees aren’t robots. Sometimes life’s little roadblocks—like delayed equipment deliveries—can turn your perfectly planned workloads upside down.

Projects can evolve. Tasks can be more complicated than you predicted.

Remember we flagged the need for flexibility and adaptability? With, making changes is no big deal. All you have to do is drag and drop to reorganize and reallocate.

And also take advantage of communication integrations such as Slack and Zoom.

Manage workloads easily with workload management software

With customizable, no-code apps, over 200 ready-made project templates, 8 different views and more than 40 integrations, is a complete Work OS that lets you manage everything in one central location.

Ready to get rolling?

We’ve told you about what makes an effective workload management tool and how the right software can streamline your workflows. You can see what your employees are up to, what they have in the pipeline, and how long each task should take.

You can get rolling with the Work Plan template today, or, if you’re ready to roll, you can..

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