Within
Teamwork.com, you can use the
Workload Planner to view and
manage each user's
capacity.
🔑 Client users and
collaborators cannot access the Workload
Planner.
- Select Planning in
Teamwork.com's main navigation
menu.
- Switch to the Workload tab.
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.
)
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.
- Duration: 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.
- Dates: Click and
drag the entry horizontally to a new
position (aka date period) in the
user's row.
- Assignee: Drag
and drop a task to a
different user's row.
Split
capacity
By default, estimated time is
distributed evenly across a task's
duration (aka number of days between its
start and end dates).
Using custom capacity splitting,
you
can customize the breakdown of estimated
time
for a task across multiple days or
users.
Split capacity
across different days
- Hover over the relevant task.
- Select Split Capacity.
- Click into an individual day cell and update its estimated time allocation. Repeat for each of the task's days. If too much (or not enough) estimated time is added in comparison with the overall estimated time, this is highlighted in red.
- Click Done.
Split capacity
across multiple users
If a
task is
assigned to multiple
users, estimated time is
distributed evenly across
all
assignees by default.
You can
split the
capacity so that the time
is
custom distributed between
the
users.
- Hover over the
relevant task on one of
the assignee's project
rows.
- Click Split
Capacity.
- Update the user's
estimated time allocation
for the task.
- Click Done.
- Scroll to the task's other assignee(s) and
repeat the estimated time adjustment so
that the task's overall estimated time is
fully and correctly distributed. A
red triangle is displayed on the task
indicating the estimated time isn't
distributed completely.
For more information, see: Using
the Workload
Planner