Within Teamwork, you can use the
Workload Planner to view and manage each
user's
capacity.
This article relates to a recent
enhancement to the Workload
Planner feature and is available
on per-user Premium/Grow
subscriptions and above.
You can read about the
legacy version of the Workload Planner here.
In the Planning area of your site,
go to the Workload tab.
The Workload Planner will show 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 will show 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 will show a
breakdown the user's projects, tasks, and
milestones that make up their workload along
with their unavailable time for the period
shown.
It is possible to expand or collapse
all users' workload information at once via
the Expand All / Collapse All options in the top right.
Today's date will be highlighted as
a blue dot around the date.
Click Today in the top right
to return to the current date
view.
The Workload Planner has an infinite
scroll feature. Click the horizontal scroll
bar to drag to the required date
range. Using the vertical scroll bar will
allow you to view more users.
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.
Task details
Click a task
to open
the Task Details pane.
This view will display the
task name, assignee, duration,
estimated time, along with any
attached files, time logs and
comments.
It is possible to edit task details
via this view.
Search and filtering
Using the search box, you can filter
your view by users name or by
company.
The timeline dropdown allows you to
switch between a week or month
view.
Click the filters button in the top
right to access the advanced filter
options.
Filtering options for the Workload
Planner include:
- Users
- Teams
- Companies
- Projects
- Tags
Clicking any of the filter options
will open a dropdown where you can select
specific items of that type.
You can also use the include logged time in remaining capacity checkbox to take time logged on tasks into account when calculating users' capacity.
The Saved Filters option will open an additional pop-up displaying your existing custom saved filters for the planner. Click the 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