How do you set up automated workload balancing in Asana

Question

We’re using Asana for a growing team, and I’m struggling with evenly distributing workload across members. Is there a way to automate workload balancing or at least get smart alerts when someone’s over capacity?

Answer 1

Asana's automated workload balancing ensures that team members are not overburdened and that jobs are divided equally, which improves productivity and morale. While Asana does not automatically reassign tasks out of the box, it can provide extensive automation options via built-in tools and connectors.

• Use the Workload view in Portfolios – Assign effort values using custom fields (like "Hours" or "Points") and configure user capacity

• Set automation rules – Trigger alerts when someone receives a task while already exceeding workload limits

• Integrate with third-party tools – Connectors like Float, Everhour, or Workload.io enhance balance tracking and sync with Asana

• Use Zapier for reassignments – Build Zaps to move tasks when workload thresholds are crossed

• Run regular review cycles – Pair automation with weekly reviews to rebalance work manually when needed

• Create custom dashboards – Visualize workload trends using tailored filters and data views

While Asana cannot shift workaround on its own, combining native capabilities with connectors provides you significant flexibility over team load management.