Balance workload across your team
Workload gets assessed by asking people how busy they are, and the answers arrive filtered by personality — the quiet senior drowns while the vocal junior sounds buried. By the time real overload is visible, it shows up as missed dates, and rebalancing happens in the worst month to do it.
The Internal Team roster in SpidNums computes each staff member's workload live from the data — clients handled and open tasks — instead of from self-reporting. Managers reassign clients or tasks where the numbers are lopsided, and the dashboard's Needs attention list shows where deadlines are already tightening, so rebalancing happens before dates slip rather than after.
How firms run it, step by step
Read the roster numbers
The Internal Team roster shows clients handled and open tasks per person, computed live — the capacity conversation starts from the same numbers for everyone.
Internal Team
Cross-check against the colours
A cluster of orange and red on one person's files is overload the roster numbers may understate — the two views together tell the real story.
Dashboard & SLA
Reassign clients where the imbalance is structural
Move whole clients — the assigned manager changes on the record, and both staff members' roster numbers update from the reassignment.
Internal Team
Reassign tasks where it is seasonal
For a temporary crunch, move individual open tasks in Task Master instead of disturbing long-term client relationships.
Task Master
Record the reasoning
Internal notes keep the why of a rebalance — so the next manager reads a decision, not a mystery.
Internal Team
Internal Team
Dashboard & SLA
Task Master
Related use cases
Features used
Go deeper
Frequently asked questions
How does SpidNums measure staff workload?
From live data, not timesheets: the Internal Team roster computes each staff member's clients handled and open tasks as they change. It is a capacity picture rather than time tracking — it shows who is carrying how much right now, not how many hours anything took.
Does balancing workload require staff to log anything extra?
No. The numbers derive from assignments that already exist — clients assigned in the Client CRM and tasks assigned in Task Master. If the team keeps task statuses current as they work, the workload view stays current for free.
Does adding team members change the price?
No. SpidNums costs USD $1,200 per firm per year, flat, with unlimited team members and clients — so a workload decision is about people and capacity, never about licence count.
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