Introduction to Workload Manager and Summary

Modified on Tue, May 7 at 4:53 PM

Use these links to learn how to use the Workload features.


Workload Manager vs Workload Summary

Explains the difference between the two interfaces (Workload Manager and Workload Summary) and provides a comparison of their features


Workload Summary

Explains the screen and actions of the Workload Summary

Workload Manager

Explains the screen and actions of the Workload Manager

  • Find Items or Tickets
  • Filters (Future, Past Due, In N Hours)
  • Columns
  • Search
  • Actions: Change Folder & Assignment
  • Map
  • Text of Ticket or Item (Actions: Clear, Dispatch, and Review)
  • Folders and Users
  • Columns
  • Search, Refine, Config
  • Item List
  • Item Details
  • Map


Workload Summary Configuration

Explains the screen and actions of the Workload Summary Configuration 

  • Tickets & Work Items
  • Team and Folder
  • Options
  • Filter
  • Load Company Workload Configurations


User Schedule

Explains the screen and actions of the User Schedule

  • Search and Filter 
  • Schedule Time Off 
  • Delete Scheduled Time Off 
  • View History 



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