Managing work and performance for your teams

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This topic is shared by BAW, CP4BA, CP4BASaaS. Last updated on 2025-03-13 12:15
As a team manager, you can also oversee the work of your teams in Workplace. You can use the data in the Teams dashboard to evaluate your teams' workload and act on their performance.

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Tip: The Teams dashboard is available in both federated Workplace environments with Process Federation Server enabled and nonfedereated Workplace environments with Federated Data Repository enabled.
Managing the performance of multiple teams
You have access to the Teams dashboard if you're a member of a team of managers. Access the Teams page from the switcher menu Switcher menu icon.
The Teams dashboard gives you an overall view of where your teams are with their current workload. Monitoring your teams' performance helps you to:
  • Find teams by team name, filter the content of your teams page by task status using the quick filters at the top, or sort the list by number of tasks in different completion states.
  • Get a quick breakdown of work per team, and see the task completion progress in both a numeric and a graphic representation. Hover over the graphic to see the number of tasks by status.
  • Monitor the progress of work per team to ensure that each team's goal can be achieved, and distribute work and resources accordingly.
Restriction: The Teams dashboard can display workload information for business process teams only. Workload information for case teams is currently not supported.
To drill down into the performance of a specific team, click the team's card.
Managing team performance
The Team dashboard allows you to visualize and manage the workload and performance of the team members.
  • Find team members by name or job title, filter team members by task status, or sort the list by number of tasks.
  • Manage the team's work by analyzing the distribution and progress of work, and reassign work to balance the workload within the team.
  • To batch reassign work or modify properties for multiple tasks at once, use the Modify multiple tasks Modify multiple tasks function.
To drill down into the performance of a specific team member, click the team member's card.
Managing team member performance
To get a better insight into the work of individual team members, access the Team member dashboard, which gives you information about the selected person and their list of tasks.
  • In the Members view, find team members by name, and narrow the search by using additional information such as the job title, location, and the teams they belong to. The quick filters give you the status of the team member's work at a quick glance.
  • In the Tasks view, look at their task list to evaluate their workload, monitor their work progress, and balance the workload by reassigning work when necessary. To batch reassign work, use the Modify multiple tasks Modify multiple tasks function. For an example, see Reassigning work.

Reassigning work

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As a team manager, you might need to reassign work to balance the workload within a team. Say, for example, that you have an employee who's taking an unexpected leave. To ensure that their work is not left unaddressed, use the Team member page to reassign their work.

Procedure

To batch reassign tasks:

  1. Log in to Workplace using your manager credentials.
  2. In the start page, click the switcher menu Switcher menu icon and then Teams.
  3. In the Teams page, open the team that the absentee is a member of, and then go to their Team member page.
  4. In their task list, select all their tasks, click Modify multiple tasks Modify multiple tasks, and then select the team or team member to whom you want to reassign the work.