Within Teamwork, you
can manage the
workload and capacity of
individual users via the
Overview
area.
This article relates to a legacy
version of the Workload feature which will shortly be retired. User capacity management is available on per-user Premium/Grow
subscriptions and above.
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.
In the top right, click the sort
button and choose a sort preference from the
dropdown menu.
When sorting by user, you will see
an additional total capacity column to
the right of each user.
Hover over the capacity for an
individual and select Manage User
Workload.
In the capacity management view, you
will be directed to the user you selected to
manage and the list of tasks currently
assigned to them for the chosen time
frame.
Note: Tasks without
estimated time will not be shown.
You can easily switch between
individual users and teams by clicking
individuals in the people sidebar on the
left.
Clicking a task will open a task
details quick view on the right of the
screen.
At the top of the tasks list, you
will see a note indicating the conditions that
are displaying the tasks.
People filtering
You can filter the list of users
included in the people list by selecting the
filters icon at the top of the left
sidebar.
Options include filtering to members
of specific companies or projects, or only
those with remaining capacity.
Tasks filtering
The tasks displayed for each
individual user can be filtered using the main
filters pane. Click the blue Filters button in the top right to open the filters
pane.
Filter options include keyword,
date, project, and tags.
Additional
options include:
- Include tasks due anytime - filter will
show tasks that are due anytime in the
future or past.
- Distribute estimated time - if a
task is assigned to multiple people this
will distribute the time across these
users.
- Pro-rata estimated time - if you have a
task with a start and due date outside of
your filter date then the time will be
spread over than range.
- Include logged time in remaining capacity
- this will take into account any time
already logged on tasks when calculating
the remaining capacity.
Sorting
Sorting options can be found at the
top of the list of tasks. You can sort by
project, start date, end date, or estimated
time.
For more information, see: Managing a User's
Workload