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.
You can use this to filter your results down to the search term entered.
Filter the workload to only include tasks from certain projects.
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.
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.
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
Note: You can choose tags to include and exclude in the same filter.
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
- 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
You can also drag and drop the various filter options to change the order.
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