✔ Available on
Grow and Scale subscriptions 1
Within Teamwork.com, you can create
tasks and add unavailable time to the Workload
Planner to instantly view and manage the
impact on a user's capacity.
Select the More option from
the main navigation menu on the left of your
site and choose Planning from the
pop-out menu. In the Planning area, go
to the Workload tab.
Note: Client users and collaborators cannot access the Workload Planner.
Adding a task
To create a new task for a specific
user, click the chevron to the left of the
user's name to expand their projects and
unavailable time list.
Note: The
projects available to add tasks to are
dependent on the time frame selected. It is
only possible to add new tasks to a project
where the user currently has tasks assigned
within the selected time period.
In the relevant project row, hover
over the cell for the date the task
should fall on and click the plus icon to add
the task.
- If the cell already has tasks falling on
the associated day, hover in the blank
part of the cell outside the existing task
entries.
A multi-step task creation process
will open. You will first need to select a
task list from the dropdown.
Additional task options will then be
displayed where you can enter a task name and
the estimated time it will take to complete
the task.
Click Create to add the task for the
associated user on the project.
Deleting a task
To delete a task, click the task
entry in the timeline to open the task details
view.
Select
the options button (three dots) in the top
right and choose Delete Task from the
dropdown.
Adding unavailable
time
To add unavailable time for a
specific user, click the chevron to the left
of the user's name to expand their projects
and unavailable time list.
In the Unavailable Time row,
hover
over the cell for date the unavailable
time should fall and click the plus
icon
to add unavailable time.
From the Unavailable Time modal,
you can adjust the assignee, start and due
date, and total unavailable hours by
clicking the relevant field.
By default, the duration will be
set to all day and is based on
the associated user's set working hours. To
adjust the duration, uncheck
the All day option and click
the hour total to change the
amount.
You can also set an allocation type of
meeting, public holiday, paid time off,
sick leave, training, or other, for the
unavailable time. An
optional description field is also
included at
the bottom of the modal.
You can assign unavailable time
to multiple users at once from
the Unavailable Time modal. Click the assignee field to
display a dropdown menu of
individual users. Select the
checkbox next to each user you
wish to assign unavailable time
to.
Click Save to add the unavailable
time for the user on the given day(s).
Editing and deleting unavailable
time
To edit or delete an unavailable time
entry, click the specific entry in the
timeline to open the entry in edit mode.
Note: Site
administrators can edit and delete all
unavailable time entries. Standard users can
only edit and delete unavailable time entries
they create.
In the Unavailable Time pop-up, you
can update the assignee, dates, duration,
type, and description. Click Save to update the entry.
To delete the unavailable time allocation,
click the trash can icon in the
top right of the allocation window. The
unavailable time will
immediately be removed from the timeline and
an option to undo will appear temporarily in
the bottom right of the page.
For more information, see: Workload Planner
Overview
1. Also available on legacy
subscriptions: Premium,
Enterprise.