✔ Available on
Grow and Scale
subscriptions. 1
Within
Teamwork.com, you can utilize the
Workload Planner to
manage user capacity and
tasks.
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.
Access the Workload
Planner
- Select Planning in
Teamwork.com's main navigation
menu.
- Switch to the Workload tab.🔑 Client users and collaborators cannot access the Workload Planner.
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).
Tasks in the Workload
Planner
For a task to appear in the Workload Planner,
it must meet all of the following
conditions:
- It has dates assigned that fall within the selected date range.
- If the task has a due date but no start date, the due date is
used as both start and end.
- If the task has a start
date but no due date, the
start date is used as both start
and end.
- Tasks with no dates will appear in
the Unplanned
tasks tray instead.
- If the task has a due date but no start date, the due date is
used as both start and end.
- It has estimated time set on
it.
- It is assigned to an individual user.Tasks assigned directly to teams or companies are not included.
These conditions only apply to
tasks that you have permission to
view. This means the task must:
- Be part of a project you're a member
of.
- Not be restricted by privacy settings
you aren’t included in.
Recurring
tasks
Recurring tasks are included in
the Workload Planner and factored into
capacity calculations.
When a task has a repeat
interval set, a placeholder appears
in the Workload Planner with a repeat icon
to distinguish it as a future, repeating
task.
To create
the next task in the sequence, right click
the placeholder task and select Create
Task. The new task will be
added to the associated project and
appear on the Workload
Planner.
Calculations
Estimated time is automatically divided evenly across the task's duration
(the number of days between its start and
due dates).
Example: A task with 8 hours of estimated
time over 4 days will display as 2 hours per day.
You can also choose to manually split the estimated time and assign different (uneven) amounts to specific days as needed.
AI utilization
summary
With the help of
Teamwork.com’s built-in AI tool,
you
can instantly see which team
members
are over-capacity, underused, or
unassigned.
🧪
Beta
feature
This
feature is
currently in beta.
You’re getting
early access
while we gather
feedback and
make
improvements.
- Click AI utilization summary in the Workload Planner's top right.
- Adjust the dates in the date picker to show a summary for a specific time.From there, TeamworkAI will use the information from the Workload Planner to drill down into the specifics of who’s over- or under-capacity.
For more information,
see: Adding
Tasks and
Unavailable Time to the Workload
Planner
1. Also available on legacy
subscriptions: Premium,
Enterprise.