✔ Available on Grow and Scale subscriptions. 1

Within Teamwork.com, you can quickly add unplanned tasks to the Workload Planner view.

Tasks shown in the Unplanned Tasks tray have not yet been added to the Workload Planner and have none or some of the following attributes set: assignee, due date, estimated time.

🔑 Client users and collaborators cannot access the Workload Planner.

  1. Select Planning from Teamwork.com's main navigation menu.
  2. Switch to the Workload tab.
  3. Click Unplanned Tasks option in the view's top right.
  4. Click and drag a task from the backlog and drop it on a date cell in the relevant user's row.
    📝 Tasks can only be assigned to current members of the associated project.




  5. Update the task's duration and estimated time. 
    📝 Estimated time and a minimum 1 day duration are required in order to save an unplanned task to the Workload Planner. If the task already had estimated time set, this will be applied by default.
  6. Click Save.

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Task properties

  • Unplanned tasks with only a due date set inherit the date you drop the task as their start date. The due date is updated to the same date.
  • If an unplanned task already has start and due dates set, the start date updates to the date you drop the task. The duration between the original task dates is set as the default duration.



  • If you drag an unplanned task to a user not already assigned to the task, the existing assignees are replaced with the new user.



Sort the unplanned tasks tray

By default, tasks in the Unplanned Tasks tray are grouped by project and associated task list.
  • When this sort preference is active, you can collapse and expand individual task lists.



  • Select the sort option in the tray's top right to change your sort preference (project, start date, due date, estimated time). Toggle between ascending and descending order by clicking asc/desc on the current sort preference.

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Search the unplanned tasks tray

Use the search field at the top of the tray to locate unplanned tasks based on task or task list name.

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Filter the unplanned tasks tray

You can further refine the Unplanned Tasks tray using the advanced filtering. Click the filters icon in the top right to open the filter options (task assignee, tags, associated project, or company).


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