✔ 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. 

🔑 Client users and collaborators cannot access the Workload Planner.

  1. Select Planning from Teamwork.com's main navigation menu. It might be hidden under the ... More option.
  2. Switch to the Workload tab.

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Tasks

Add a task

  1. Click the chevron (Image Placeholder) on a user's left. This expands the user row to show the user's associated projects (with tasks already planned) and unavailable time.
    📝 You can only add new tasks to displayed projects (aka ones where the user currently has tasks assigned within the selected time period).
  2. Scroll to the relevant project row.
  3. Hover over the cell for the relevant day.
  4. Click the plus (+).
    1. If the cell already has tasks falling on the associated day, hover in the blank part of the cell outside the existing task entries.

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  5. Select a task list from the dropdown.

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  6. Enter the task name.
  7. Set the task's estimated time.
  8. Click Create.
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Delete a task

  1. Click a task in the timeline.
  2. Select the ellipsis (...) in the task details panel's top right.
  3. Click Delete task.

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Unavailable time

Add unavailable time

  1. Click the chevron (Image Placeholder) on a user's left.
  2. Scroll to the Unavailable Time row.
  3. Hover over the cell under the date the unavailable time should fall.
  4. Click the plus.



  5. Review the unavailable time details (assignee, start date, and end date) and adjust as necessary.
    💡 Assign unavailable time to multiple users: Click the assignee field, then check the box next to each relevant user.
  6. Set the duration. By default, the duration is set to all day and is based on the associated user's set working hours.
    1. To adjust the duration, uncheck the All day option. Click the hour total and enter the required hours and minutes. 


       
  7. Set an allocation type (meeting, public holiday, paid time off, sick leave, training, or other).
  8. Add a description (optional).
  9. Click Save.

Edit and delete unavailable time

🔑 Site administrators can edit and delete all unavailable time entries. Standard users can edit and delete unavailable time entries they create.
  1. Click the chevron () on a user's left.
  2. Scroll to the Unavailable Time row.
  3. Click an unavailable time entry.

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  4. Next:
    1. Edit: Update the entry's details (assignee, dates, duration, type, description), then click Save.

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    2. Delete: Click the trash can icon in the window's top right. The unavailable time is immediately removed from the timeline. An option to undo appears temporarily in your screen's bottom right.


For more information, see: Workload Planner Overview
 
1. Also available on legacy subscriptions: Premium, Enterprise.