Within Teamwork, you can
manage the workloads of individual users by
redistributing their tasks.
Note: User workload
management is only available on per-user
Premium plans and above.
In the Planning area of your site,
select
the Workload subsection
The workload gives you an overview
of your site's resource allocation based on
estimated time on tasks.
- Tasks will only appear in the workload if
they have estimated time set, and are
within the date range set by the
filter.
You can view a total of how many
hours are allocated over a chosen time period,
per person, project, or company.
In the Workload area, go to
the Overview subsection where you will see a breakdown of any users and teams whose tasks meet the criteria for displaying in the workload.
In the top right, click the sort icon and choose User as the sorting option.
When sorting by user, you will see a
total capacity column on the right including a
visual bar representation of each user's
workload.
Each user's capacity is based on
their working hours set in
their profile
settings versus the total estimated time on
tasks assigned to them in the selected time
frame in the workload.
- A user is considered over capacity when
their capacity percentage exceeds 100%.
The capacity bar will also turn red.
Hover over the capacity bar for the
relevant user and select Manage User
Workload.
When you select the manage option, a
new view will open within the workload
overview detailing the user's currently
assigned tasks for the period.
To reassign a task to another user,
hover over the task in the list view to reveal
the move icon. Click and drag this icon and
drop it on the name of the user or team you want to reassign the task to in the left
pane.
As you are moving a task, you will
also see an Unassign
task option at the top of the
list of people. This allows you to unassign
the task completely rather than reassigning it
to another user.
When you reassign the tasks, the
affected users' capacity hours and percentage
will automatically update.
If the user you are trying to
reassign the task to is not currently a member
of the associated project, you will be shown a
confirmation modal. You can either add the
user to that project or cancel the
reassignment of the task.
For more information, see: Working with the Capacity
Management View