Overview
A Work Forecast Report emails recipients a look-ahead at the Checklists and Assignments they're responsible for over a coming period. Where a Summary Report looks back, a Work Forecast looks forward — helping teams and shift leads stage resources and head off overdue work before it slips. This article covers what it shows and how to set one up. For the bigger picture, see Create and manage Notification Rules.
Users must be Super Users or have Organization: Administrate to create Work Forecast Reports.
Why this matters: Overdue work and missed Checklists usually aren't a willingness problem — they're a visibility problem. A forecast in the inbox each morning (or each Monday) tells each person exactly what's coming for them, so nothing is a surprise.
What the forecast includes
The report lists the Checklists and Assignments the recipient is responsible for in the covered period. It can also show items that were active and have since been completed, and any that were missed or went overdue in that window — so it doubles as a light accountability check.
Note: The forecast only includes work the recipient is assigned to — personally or through User Group membership. Work assigned to other people or other Groups isn't included.
Set up a Work Forecast Report
Start the Rule
Go to Notification Rules, click + Create, choose Work Forecast Report, and give it a name and optional (internal) description.
Set recipients and targets
Recipients — Users and/or User Groups who receive the forecast.
Targets — the Locations or Location Groups to forecast for. Leave empty and each recipient gets a forecast for all Locations they're a member of.
Set the schedule and period
Weekday(s) — which day(s) the forecast is sent.
Period — how far ahead it looks: daily, weekly, or monthly (the current calendar period).
Start of week and time zone — set the week boundary and the zone used for dates and times (important if you operate across zones).
Choose which items to include
Pick how items that straddle the period boundary are handled:
Option | Includes |
Only items with a deadline in the period | An item whose deadline falls after the period is excluded, even if it starts during it. |
All items available in the period | Anything active at any point in the period is included, even if its deadline is later. |
Save
Click Save. The forecast sends on its next scheduled day.
Best practice: Match the period and send-day to the team's rhythm — a daily forecast each morning for frontline crews, a weekly Monday forecast for maintenance planners staging the week's PMs.
Frequently asked questions
Q: What's the difference between a Work Forecast and a Summary Report?
A: A Work Forecast looks ahead at upcoming work; a Summary Report looks back at what happened. See the Report selection guide.
Q: If I leave Targets empty, what does each person get?
A: A forecast for every Location they're a member of, for the Checklists and Assignments they're assigned to.
Q: Does it include work assigned to other people?
A: No — only work the recipient is assigned to, directly or via a User Group.
Q: Why would I pick "all items available" over "deadline in the period"?
A: Use "all available" when you want visibility of long-running work that's active now even though its deadline is later; use "deadline in the period" to focus purely on what's actually due in the window.