Available now: per-staff workload view.
Open the workload page and you see every member of your team with three numbers next to them: how many clients they own, how many open missing items they're carrying, and how many of those items are overdue. At a glance you can see who's overloaded and who has slack. Click into any staff member to see their full open-items list across all their clients.
- Clients per staff member — how many engagements each owns
- Open items per staff member — total missing-info burden
- Overdue count — items past their internal due date
- Drill down — click any staffer to see their full list
- Admin-only — visible to partners and admins, not all staff
Roadmap: capacity planning.
Three more layers to come, rolling through 2026:
- Estimated hours per period — defaults per service, edited per engagement, summed per staff member, compared against their weekly capacity
- Drag-to-assign — move a client between staff members with one drag, items and history follow
- Week-ahead view — what's due to be filed in the next seven days, by whom
- Bottleneck flags — automatic warning when a staff member is over capacity
- Holiday awareness — set staff out-of-office, items reassign or escalate
If team workload is a critical reason you're considering Missing Information, talk to us about the timeline — we move features faster when there's a paying customer waiting for them.
