Within Teamwork, you can manage the workloads of individual users by redistributing their tasks.
This article relates to a feature of the legacy version of the Workload which will be retired on August 26th, 2022.
You can read about the new version of the Workload here.
Click the More option in the main navigation menu and select Planning from the pop-out menu.
In the Planning area, go to the Overview subsection.
The Overview give you a view of your site's resource allocation based on estimated time on tasks.
- Tasks will only appear in the Overview if
they have estimated time set and are
within the date range set by the
You can view a total of how many hours are allocated over a chosen time period, per person, project, or company.
You will see a breakdown of any users and teams whose tasks meet the criteria for displaying in the Overview.
In the top right, click the sort icon and choose User as the sorting option.
When sorting by user, you will see a total capacity column on the right including a visual bar representation of each user's workload.
Each user's capacity is based on their working hours set in their profile settings versus the total estimated time on tasks assigned to them in the selected time frame in the overview.
- A user is considered over capacity when
their capacity percentage exceeds 100%.
The capacity bar will also turn red.
Hover over the capacity bar for the relevant user and select Manage User Workload.
When you select the manage option, a new view will open within the Overview detailing the user's currently assigned tasks for the period.
To reassign a task to another user, hover over the task in the list view to reveal the move icon. Click and drag this icon and drop it on the name of the user or team you want to reassign the task to in the left pane.
As you are moving a task, you will also see an Unassign task option at the top of the list of people. This allows you to unassign the task completely rather than reassigning it to another user.
When you reassign the tasks, the affected users' capacity hours and percentage will automatically update.
If the user you are trying to reassign the task to is not currently a member of the associated project, you will be shown an error that you will need to update their permissions.
For more information, see: Working with the Capacity Management View