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Managing Access to the Task Workload Layout

Choose who can see the Workload layout on the Tasks screen, which shows your team’s capacity and availability.

The Workload layout on the Tasks screen shows how tasks are spread across your team. It also shows each person’s capacity and availability.

By default, everyone except clients can see it. If you’d rather keep capacity and availability private, for example from junior team members, use a custom permission set to hide the layout from them.

Custom permission sets are available on the Ultimate subscription plan.

Who Can See the Workload Layout by Default

The Workload layout is visible to everyone with time tracking permissions, which is everyone except clients. They don’t need any other permissions.

Hide the Workload Layout From Some People

  1. Go to Settings > Permission sets and click + New permission set.

  2. Choose a system permission set to start from. Pick the one closest to what these people already have.

  3. In the Workload section, turn off View workload layout.

  4. Save the permission set.

  5. Assign it to the people who shouldn’t see the layout.

👉 Learn more about building permission sets in Custom Permission Sets.

📌 The Contractor permission set can’t be changed with custom permissions, so contractors always see the Workload layout.
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Permissions the Workload Layout Needs

To see the Workload layout, a person also needs these permissions:

  • View tasks

  • View projects where the user is a member

If you turn either one off, the person can’t open the Workload layout, even if the Workload permission is on.

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