Employee Capacity Template

Our monday.com Employee Capacity Template helps you manage your team’s workload without the stress or guesswork that bogs you down. Whether you’re running a small agency or a growing service team, this board gives you visibility into who’s available, who’s overloaded, and how to assign new work effectively.

How it works:

• Real-time capacity tracking: Instantly see each employee’s total capacity, current workload, and open availability so you can assign work without overloading anyone.

• Client assignments: Assigning a client automatically adjusts the employee’s available capacity, helping you make smart staffing decisions.

• Automated updates: When a client completes onboarding, the board updates capacity levels across the board—no manual edits needed.

• Visual overview: The built-in dashboard shows you the big picture: who’s at capacity, who’s under-utilized, and what assignments are in progress.

Automation Highlights:

New client assigned? The board updates the assigned employee’s available hours instantly.
Onboarding completed? The client is moved to the next stage and the employee’s capacity is adjusted accordingly.
Need a clean overview? Automations track total and available capacity for each team member, keeping everyone aligned.

What’s included:

✔️ Ready-to-use monday.com board
✔️ Automated workload tracking
✔️ Dashboard for team-wide visibility
✔️ Walkthrough video
✔️ Helpful automations

Looking for a custom implementation? Contact us directly!