✔ Available on
Grow and Scale subscriptions 1
Within Teamwork.com, you can quickly add
unplanned tasks to the Workload Planner
view.
Select the More option
from the main navigation menu on the left
of your site and choose Planning from the pop-out menu. In the Planning area, go to the Workload tab.
Note: Client users and collaborators cannot access the Workload Planner.

Click the Unplanned
Tasks option in the top right of
the Workload Planner to open a slide out
tray of active unplanned tasks.
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.

Click and drag a task from the
backlog and drop it on a date cell in the
relevant user's row in the list.
Note: Tasks can only be
assigned to current members of the associated
project.

Once added for the user, a pop-up
will open where you can update the task
duration and estimated
time. Click Save to
apply the task to the Workload Planner.
Note: 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.

If a task in the Unplanned
Tasks backlog already has an assignee
set and you drag and drop the task to a
different user in the Workload Planner, the
existing assignee(s) will be replaced with the
new user.

If a task in the Unplanned
Tasks backlog already has start
and due dates set, the start date will update
to the date where you drop the task in the Workload Planner and the duration
between the dates be set as the default
duration.

Unplanned tasks with only a due date
set will inherit a start date of the date
where you drop the task in the Workload
Planner and the due date will be updated to
the same date.
Sorting unplanned tasks
By default, tasks in the Unplanned
Tasks tray will be 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 top
right of the Unplanned Tasks tray to
change your sort preference. Sorting options
include project, start date, due date, and
estimated time.
You can also toggle between
ascending and descending order for the current
sort preference by clicking the asc/desc
option.

Search
Using the search field at the top of
the list, you can locate unplanned tasks based
on task or task list name.

Filtering
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.
Filters can be applied based on task
assignee, tags, associated project, or
company.

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