✔ Available on
Grow and Scale
subscriptions. 1
Within
Teamwork.com, you can utilize the
Workload Planner to
manage user capacity and
tasks.
- Select Planning in
Teamwork.com's main navigation
menu.
- Switch to the Workload tab.🔑 Client users and collaborators cannot access the Workload Planner.
The Workload Planner allows you
to manage users' tasks
and overall workload on a short term,
day-to-day
basis, allowing for a more granular view of
each person's capacity.
An individual's capacity
is
based on
their working
hours set
in
their profile settings versus the
total estimated time on their
assigned tasks
(minus any unavailable time
assigned
to them) in the selected time
frame.
A user is considered
over
capacity
when their capacity exceeds
their
working hours. The capacity
bar turns red.
Tasks
Tasks appear in the
Workload Planner if:
- They
have dates assigned and those
dates fall within the
selected date range.
- Task with a due date but
no start date have their
due date applied as their
start date.
- Tasks with a start date but no due date have their start date applied as due date.📝 Tasks with no dates are included in the Unplanned Tasks tray.
- They
have estimated time
set on them.
- They
are assigned to individual
users. Tasks assigned
to teams or companies are
not
shown.
- You
have permission to view them
(aka
they're assigned to projects
you're a
member of and you're included
in the
privacy).
🔑 Only users with permission to create
tasks on a project can add task (for that
project) directly in the Workload
Planner.
Calculations
Estimated time is automatically
equally
divided over the task's duration (aka
number of days between the task's
dates).
Ex. If a task has a
duration of 4 days and 8 hours estimated time,
the Workload Planner displays 2
hours per day dedicated to that
task.
You can also split the capacity and
distribute it in different (uneven) amounts
across the task's days.
Recurring
tasks
Recurring tasks are included
in
the Workload Planner and capacity
calculations. For any task that has a
repeat interval set, a placeholder task is
visible
with a
repeat icon to clearly differentiate it as
placeholder future task.
Click the repeating task, then
select Create Task to create
the next available task in the sequence.
The
task is created and visible on the
associated project.
For more information,
see: Adding
Tasks and
Unavailable Time to the Workload
Planner
1. Also available on legacy
subscriptions: Premium,
Enterprise.