✔ Available on
Grow and Scale
subscriptions. 1
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.
- Click Planning in Teamwork.com's
main navigation menu.
- Switch to the Workload tab.
The Workload Planner shows a
list of users on your site with a scrollable
timeline view of their workload versus their
working hours and any unavailable
time.
Each user row shows their name,
profile icon, associated company, and their
workload versus working hours for the upcoming
week.
- You can expand an individual user's
workload via the chevron icon to the
left of
their name. This expanded view shows a
breakdown the user's projects, tasks,
and
milestones that make up their workload
along
with their unavailable time for the
period
shown.
- Expand or collapse
all users' workload information at
once via
the Expand All / Collapse
All options in the top
right.
- Click Today in the top left to
return to the current date
view.
- Click the horizontal scroll
bar to drag to the required date
range. Use the vertical scroll
bar to view more users.
Unplanned
tasks
Click Unplanned
tasks in the view's top
right to view tasks not yet assigned
in the Workload Planner. Drag and drop
tasks from the unplanned
tasks tray to assign them in
the Workload.
Split capacity
Click Unplanned
tasks in the view's top
right to view tasks not yet assigned
in the Workload Planner. Drag and drop
tasks from the unplanned
tasks tray to assign them in
the Workload.
Task
details
Click a
task
to open
the task
details panel.
This view displays the
task name, assignee,
duration,
estimated time, along with
any
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
your view by users' names or by associated
company.
- Timeline: Dropdown allows you to switch between a week or month view.
- Filters: Click the filter
button in the top
right to access the advanced filter
options. Clicking any of the filter
options opens a dropdown where you can
select
specific items of that type.
- Additional filter options:
- Include logged time in
remaining
capacity: Take time
logged on tasks into account when
calculating users' capacity.
- Include completed tasks in
planner: Include
completed tasks in Workload
calculations.
- Saved Filters: Opens an
additional pop-up displaying your
existing
custom saved filters for the
Planner.
Click the ellipsis (three dots)
to the right of a
saved filter to access additional
options
to edit or delete the filter. You
can
also copy a link to the saved
filter
which you can then share with
other users
on your site.
For more information,
see: Workload
Planner
Overview
1. Also available on legacy
subscriptions: Premium,
Enterprise.