Tasklytic
Goals, portfolios, and workload
Track objectives with progress rollup, group projects into portfolios with health indicators, and see per-person capacity across the workspace.
Three surfaces sit above individual projects: goals for what the firm is trying to achieve, portfolios for how related projects are tracking, and workload for whether the people doing the work have room for it.
Goals
Open Goals from the section bar. Tabs filter the list to My goals, Followed goals, Team goals, Company goals, or All goals, and you can view them as a tree (showing the parent/child hierarchy) or a flat list. Filter further by time frame, owner, status, or text.
Anatomy of a goal
| Element | Notes |
|---|---|
| Owner | One person accountable for it |
| Time frame | A start and end date |
| Metric | How progress is measured |
| Status | On track, at risk, off track, achieved, missed, or dropped |
| Supporting work | Child goals and projects that roll up into it |
| Privacy | Public to the workspace, or members only |
Four metric types are available:
- Percent — progress toward 100%.
- Numeric — a current and target number, with an optional unit.
- Currency — a current and target amount with a symbol.
- Manual — no number; you set on track, at risk, or off track yourself.
Rollup
A goal's progress can be computed from the goals and projects that support it. Each supporting item can carry a weight, so a goal that depends mostly on one project reflects that. Sub-goals roll into their parent the same way, which is how company → team → individual objectives stay consistent.
Post progress updates from the goal detail panel — they appear in the goal's history and notify followers as Status updates.
Portfolios
Open Portfolios from the navigator's Insights group. The index lists your portfolios as cards or a table, filtered by search, owner, and status, with a computed health indicator per portfolio.
A portfolio groups projects (and optionally goals) and has six tabs:
| Tab | What it shows |
|---|---|
| Projects | Member projects with status, dates, owner, and portfolio-level custom fields |
| Progress | Rollup of completion across the portfolio, plus status updates |
| Timeline | All member projects on one time axis |
| Workload | Capacity for the people staffed on those projects |
| Dashboard | Charts scoped to the portfolio |
| Settings | Name, description, owner, membership, and custom fields |
Portfolio custom fields are useful for the attributes that only make sense across projects — a delivery lead, a business line, or a risk rating. Post a portfolio status update from the Progress tab; the history is kept alongside the projects' own updates.
Workload
Open Workload from the section bar. It's a heatmap: one row per person (or team, or project), one column per time bucket, and a color that darkens as allocation approaches and exceeds capacity.
Controls
| Control | Options |
|---|---|
| Range | This week, next week, this month, or a custom start and end |
| Scale | Day, week, month, or quarter buckets |
| Group by | Person, team, or project |
| Scope | The whole workspace, one team, or one project |
| Effort field | Which numeric custom field supplies effort estimates |
| Export | Download the current matrix as CSV |
Capacity and time off
Each person has a weekly capacity in hours, defaulting to 40. Managers open Edit capacity to change it and to record time off, which reduces available hours for those dates and is drawn as a band across the row.
Effort comes from a task's explicit estimate, falling back to the effort custom field you selected, so the numbers are only as good as the estimates on the tasks.
Drilling in
Click any cell to list the tasks driving that person's allocation in that bucket, and open a person's row for a fuller breakdown across projects. That's usually the fastest route from "this week looks red" to "these three tasks need to move" — reassign or reschedule them straight from the drilldown.