✔ Available on
Grow and Scale subscriptions 1
Within
Teamwork.com, you can use the
Workload Planner to view and
manage each user's
capacity.
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.
You can manage each user's tasks and
capacity by expanding the
user's workload
via the chevron icon to the
left of their
name.
From
the Workload, you can also
add new tasks, unplanned
tasks, and manage
unavailable time.
Drag and drop
The Workload Planner timeline allows you
to manage users' tasks via drag and
drop.
- To adjust the duration of a task,
hover over the left or right side of
the entry and drag it to a new
position to increase or decrease the
number of days on which it
falls.
- To adjust which days a task falls on
for the associated user, click and
drag the entry to a new
position. You can also use drag
and drop to reassign a task to another
user by dropping the task to a
different user's row.
Splitting
capacity
Using custom capacity splitting, you
can customize the breakdown of estimated time
for a task across multiple days.
The Split Capacity option
will appear when hovering over an existing
task allocation. Click Split Capacity to edit
the allocation.
You will be able to edit the time
fields to reflect how much time should be
spent on the task on each day. Click Done to update the
capacity.
Note: If too much or too
little time is added in comparison with the
overall estimated time, this will be
highlighted in red.
Splitting capacity across
multiple users
If a task is
assigned to multiple users, it
is possible to split the
capacity so that the time is
custom distributed between the
users. By default, the
estimated time will be
distributed evenly across all
assignees.
When
hovering over the task
allocation for one of the
assignees, click Split
Capacity. You will
then be able to manually edit
the capacity field for that
individual
user. Click Done to update the
capacity.
Note: The
capacity
review pop-up
will show all
of the users
currently
assigned to
this task,
however
editing the
split field
will only
apply to the
user whose
allocation you
are currently
editing.
If too
much or too little time is set in comparison
with the other assignees' splits versus the
overall task estimated time, this will be
shown in red.
For more information, see: Using the Workload
Planner
1. Also available on legacy
subscriptions: Premium,
Enterprise.