Within Teamwork, you can manage the workload and capacity of individual users via the Overview area.
This article relates to a feature of the 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 Overview, click the More option in the main navigation menu on the left of your site and select Planning.
In the Planning area, select the Overview tab from the horizontal menu.
In the top right, click the sort button and choose a sort preference from the dropdown menu.
When sorting by user, you will see an additional total capacity column to the right of each user.
Hover over the capacity for an individual and select Manage User Workload.
In the capacity management view, you will be directed to the user you selected to manage and the list of tasks currently assigned to them for the chosen time frame.
Note: Tasks without estimated time will not be shown.
You can easily switch between individual users and teams by clicking individuals in the people sidebar on the left.
Clicking a task will open a task details quick view on the right of the screen.
At the top of the tasks list, you will see a note indicating the conditions that are displaying the tasks.
You can filter the list of users included in the people list by selecting the filters icon at the top of the left sidebar.
Options include filtering to members of specific companies or projects, or only those with remaining capacity.
The tasks displayed for each individual user can be filtered using the main filters pane. Click the blue Filters button in the top right to open the filters pane.
Filter options include keyword, date, project, and tags.
Sorting options can be found at the top of the list of tasks. You can sort by project, start date, end date, or estimated time.
For more information, see: Managing a User's Workload