Within Teamwork, you can use filters to
adjust the information that shows in the
Workload.
This article relates to a legacy
version of the Workload feature which will be retired on August 26th, 2022.
You can read about the new version of
the Workload here.
To view the Workload, click the More option in the main navigation menu on the left of your site and select Planning.
In the Planning area, select the Workload tab from the horizontal menu to view the report.
To access the filters pane, click the
filters button in the top
right.
Keyword
You can use this to filter your
results down to the search term
entered.
Project
Filter the workload to only include tasks
from certain projects.
Assigned To
Filter the workload to only
display tasks based on their assigned
users, teams, or companies.
Note: The Assigned To filter is available in the Overview and Planner. When managing
a user's workload, you can use the people
picker instead.
Date
You can choose to see results based on
certain timeframes for the tasks in the
workload.
You can also set
a custom date range or a
within_days time
frame.
Note: The date
filter is available in the Overview and while managing a user's
workload. It is not an option in
the Planner
view.
Tags
Filter the workload to only
include tasks that contain or exclude
certain tags.
When
multiple tags are selected, you
can use the Match
all tags option
to only return results that
include all selected
tags.
Under Show more options, you can
exclude tags from your results.
- If you have Match all excluded
tags enabled, only tasks with
none of the selected excluded tags will be
shown.
Note: You can choose tags
to include and exclude in the same
filter.
Options
Additional options include:
- Include tasks due anytime - filter will
show tasks that are due anytime in the
future or past.
- Distribute estimated time - if a
task is assigned to multiple people this
will distribute the time across these
users.
- Pro-rata estimated time - if you have a
task with a start and due date outside of
your filter date then the time will be
spread over that range.
- Include logged time in remaining capacity
- this will take into account any time
already logged on tasks when calculating
the remaining capacity.
- Include completed tasks in calculations -
this will take completed tasks into
account for calculations in the
workload.
You can also drag and drop the various filter options to change the order.
Saving filters
You
can choose to save any
filter you have
created for use at a
later time. This will
then appear within the
Saved Filters section
of filter right
pane.
You can also change quickly
between saved
filters by
clicking on the filter name to
the top of the page.
Note: Only users on paid
subscriptions can save filters.
For more information, see: Filtering