Within Teamwork, you can see a breakdown of
the tasks included in the Planning Overview
area.
This article relates to a legacy
version of the Workload feature which will be retired on August 26th, 2022.
You can read about the new version of
the Workload here.
To view the Overview, click the More option in the main navigation menu on the left of your site and select Planning.
In the Planning area, select the Overview tab from the horizontal menu.
The
overview is populated based on a number of
conditions related to the tasks. In order
to appear in the overview, a task must
have estimated
time set and
meet the conditions
below:
Included tasks:
- Any tasks which have either their start or
end date within the selected time
frame.
- Tasks which have their start date before
the selected time frame and an end date
during or beyond the selected time
frame.
- Tasks which have their start date during
the selected time frame and an end date
during or beyond the selected time
frame.
- Active tasks with no start or due date can
be included by selecting the 'Include
tasks due anytime' checkbox in the filters
pane.
Tasks that will be excluded from the
overview:
- Late tasks with a due date before the
beginning of the selected time
frame.
- Tasks with a start date after the selected
time frame.
- Tasks with a start date before the
selected time frame and no due date are
not included, even if they are still
active or are marked complete within the
selected time frame.
In the example above, the overview
is filtered to one specific user, date set to
the current week, and is sorted by user.
- Emer is assigned to 7 tasks across her
projects (6 active tasks, one
completed):
- These tasks have a combined estimated
time total of 14 hours 45
minutes.
- 1 hour 55 minutes have been logged
across the tasks, so the time
remaining is 12 hours 50
minutes.
- The Totals line at the bottom will show
the totals for each column across all
users currently being viewed.
Selecting one of the task totals
will open a quick view to the right, listing
the associated individual tasks.
For each task in the quick view, you
can see:
- Assignee
- Task name
- Start and due dates
- Associated task list
- Logged time
- Estimated time
Note: The overview tasks
quick view is available on paid subscription
plans only.
For more information, see: Using the Planning
Overview