What’s new in Teamwork? New and improved Workload!

new teamwork workload

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You've been getting great results from Teamwork, and the team collaboration and work management SaaS tool has been giving you the support you need to get the most from your users.

But, the solution just got better. Recent improvements to the Workload tab of the Teamwork Projects platform have made it even easier for you to quickly and effectively manage the tasks your teams are currently taking on. This means a more straightforward route to the optimization of resources and a more streamlined route to project satisfaction.

Just to refresh your memory, the Workload tab is located in the Everything section of the Teamwork dashboard. You'll be able to find this section at the top of your view. Head up there and select this section, open the Workload tab, and let's take a look at what's new.

Using the Workload Planner View


Once you have accessed the Workload tab, you'll be able to select one of two views: Overview or Planner view. Select the Planner view, to begin with. We'll come back to the Overview in a moment.

The Planner view provides a day-to-day breakdown of workload vs capacity for each and every user. Either select users from the list, search for specific users, or use the filter controls to bring up specialized lists of users.

Once a user is selected, you will be able to view a plan for their entire week. You'll be able to see how much of each workday is taken up with the tasks that are currently assigned to them. At a glance, you'll be able to see if the user has taken on too many responsibilities and is now under pressure, or if they are operating with the capacity to spare and can be assigned other tasks from elsewhere in the system.

The Planner view is a great way to achieve a quick vantage point, and gain insight into how the week is going to pan out for your various teams across various projects. However, to get the best out of Teamwork, you need to be able to see this data in more detail. Let's go back to the Overview and find out more about user capacity, and understand how to manage the workload of individual users.

Viewing User Capacity in the Workload

Teamwork workload

In the Overview, you'll be able to see the user, the company the user is operating in and the number of projects they are working on. You'll also be able to see incomplete tasks in blue and completed tasks in green, giving you an insight into how the user is progressing.

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Alongside this, in the Time section, you'll be able the estimated time it will take to get through this workload, and the time logged so far. The following column will display the results of an easy calculation - estimated time minus time logged. From here, you can view estimated time versus working time for each project and each selected time period, giving you the capacity of the specific user.

This gives you a means to immediately understand how a user is getting on with their tasks at hand. The advantage of this is no nasty surprises when you discover too late that a user is not going to be able to handle the tasks they have taken on. Instead, you have the opportunity to manage the workload in a way that benefits both the user and the organization.

Managing a User's Workload

Teamwork workload

So how is this management of user workload carried out? Well, to start with, you need to find the user whose workload you want to manage. You may have found this user already via the Overview, in which case you simply select this user from the view. If instead, you want to search for users who are at risk of falling behind, you can use the filter search to narrow down the user list to those most in need of attention.

This is where the simplicity and intuitiveness of the process really come into their own. Let's say USER A is struggling to meet his workload, while USER B is operating below her full capacity. You can simply drag tasks from USER A's queue and drop them into the queue for USER B, ensuring that all tasks are being completed in the right timeframe, and all users are being adequately supported.

Alternatively, you can simply unassign a task by selecting it and dragging it to the unassign area of the dashboard. This is particularly useful if you find that tasks need to be canceled, amended, or are simply no longer required.

Want to learn more about Teamwork and about how to get the best out of this solution for your business?

Book yourself in for a free consultation with Automated Dreams - the official Enablement Partner of Teamwork Projects.

Schedule FREE 30-MINUTE consultation

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