Within Teamwork, you can utilize the Workload Planner to manage user capacity and tasks.
Note: The Workload Planner is available on per-user Grow/Premium subscriptions and above.
To access the Workload Planner, select the More option from the main navigation menu on the left of your site and choose Planning from the pop-out menu.
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 tasks (minus any unavailable time assigned to them) in the selected time frame.
- Tasks will only appear in the Workload
Planner if they
end dates set and their dates fall
within the selected date
- Tasks with only a due date set will appear as 1 day tasks on the tasks due date.
- Tasks will only appear in the
Planner if they have estimated time
- Only tasks assigned to individual users will appear in the Planner. Tasks assigned to teams or companies will not be shown.
- A user is considered over capacity
when their capacity exceeds their
working hours. The capacity bar will
also turn red.
- Only tasks and projects you have
access to and permission to view will
- Only users with permission to create
tasks can add task in the Workload
- Collaborators do not have access to
the Workload Planner.
Estimated time will be equally divided over the amount of days the tasks is due to take.
For example, if a task has a duration of 4 days and estimated time of 8 hours, the Workload Planner will display 2 hours per day dedicated to that task.
Recurring tasks will be included in the Workload Planner and capacity calculations. For any task that has a repeat set, a placeholder task will be visible with a repeat icon to clearly differentiate it as placeholder task that will exist in the future.
Placeholder tasks are not visible in the task list view. A task needs to be created to be visible in the task list view.
Hovering over a repeat task will allow you to create the next repeat task instantly. Click Create Task to create the next available task in the sequence. The task will be created and visible on the associated project.
For more information, see: Adding Tasks and Unavailable Time to the Workload Planner