| What | Use the Workload Planner to view and manage each user's capacity based on working hours and unavailable time. |
|---|---|
| Why |
|
| Who |
|
| When | Use this when you need to review and balance workload across users over time. |
Open the Workload Planner
- Click Planning in Teamwork.com's main navigation menu.
- Switch to the Workload tab.
Understand the Workload Planner layout
The Workload Planner shows a list of users on your site with a scrollable timeline view of scheduled work compared to available capacity.
Capacity reflects available working hours after accounting for unavailable time and optional filters such as logged time or completed tasks.
Each user row shows the user's name, profile icon, associated company, and workload for the period shown.
- Expand an individual user's workload using the chevron icon to the left of their name to view related projects, tasks, milestones, and unavailable time.
- Use Expand All or Collapse All in the top right to show or hide workload details for all users.
- Click Today to return to the current date view.
- Use the horizontal scroll bar to move through the timeline and the vertical scroll bar to view additional users.
Use Workload Planner tools
Unplanned tasks
Click Unplanned tasks in the top right of the Workload Planner to view tasks not yet assigned. Drag and drop tasks from the unplanned
tasks tray to assign them to users.
Split capacity
Right-click a task and select Split capacity to customize the breakdown of estimated time for a task across multiple days or users.
Task details
Click a task to open the task details panel. This view displays the task name, assignee, duration, estimated time, attached files, time logs, and comments. Hover over the task and click the pencil to open the full edit task view.
Search and filter
- Search: Filter the view by users' names or associated company.
- Timeline: Switch between week and month views using the timeline dropdown.
- Filters: Click the filter button in the top right to access advanced filter options and saved filters.
Additional filter options include:
- Include logged time in remaining capacity: Account for logged time when calculating users' remaining capacity.
- Include completed tasks in planner: Include completed tasks in Workload calculations.
- Saved filters: View, edit, or delete saved filter configurations using the ellipsis menu.
