How It Works

Follow each step in Cards.

  • Capacity is planning input, not a measure of personal worth.
  • Only authorized roles should change organization-wide settings.
  1. 01

    Open your profile and confirm the name and details collaborators should see.

    Cards screen demonstrating step 1: Open your profile and confirm the name and details collaborators should see.Review your personal profile and working day
    Step 1 screen focusOpen your profile and confirm the name and details collaborators should see.
  2. 02

    Authorized Admins can review working calendars, unavailable periods, and capacity settings.

    Cards screen demonstrating step 2: Authorized Admins can review working calendars, unavailable periods, and capacity settings.Admins review organization-managed capacity and access
    Step 2 screen focusAuthorized Admins can review working calendars, unavailable periods, and capacity settings.
  3. 03

    Confirm role, team scope, and organization configuration after changes.

    Cards screen demonstrating step 3: Confirm role, team scope, and organization configuration after changes.Confirm role and Membership status after changes
    Step 3 screen focusConfirm role, team scope, and organization configuration after changes.
  4. 04

    Open Load to verify capacity is represented as expected.

    Cards screen demonstrating step 4: Open Load to verify capacity is represented as expected.Open Load to verify capacity is represented correctly
    Step 4 screen focusOpen Load to verify capacity is represented as expected.
  5. 05

    Document consequential Admin changes for the people they affect.

    Cards screen demonstrating step 5: Document consequential Admin changes for the people they affect.Keep consequential Admin settings visible with the user
    Step 5 screen focusDocument consequential Admin changes for the people they affect.
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