Hi there, I hope I’m posting in the right category.
I would like to use Workload with my team, but I’m having a hard time including teamwork.
We have multiple projects where people work as a group. So far, we have been entering one person as the lead (assignee) and others are added as collaborators. However, the workload for these collaborators would be the same as for the assignee.
I have read about creating copies of a task as a possible solution, but these are not tasks that multiple people would complete independently. .
As @Bastien_Siebman points out, to use Workload properly in this case you need Assignees, not Collaborators. But I feel your best solution in this case is subtasks for these Assignees, not separate tasks, because then you have a single place to describe the work.
You will need to multi-home (Add to Project) each subtask into the task’s project so that Workload can see these subtasks. That can be a little confusing to some; just make a section at the bottom of the project called “Subtasks for Workload” (or similar) and keep it collapsed.
You don’t need a custom script. Follow the approach as described below, but either specify the Assign Duplicates by team (if the coworkers exist as a team often, create one once), or by enumerating the several assignees by name each time.
Hope that helps,
PS Stealing be Solution from Bastien because I think this is a more complete solution, but if you disagree, grab it back!