The planner

Bring the coordination of your projects, the task and your team together with the awork planner. It allows you to plan the work for the coming days, weeks and months in detail or just roughly, taking into account the capacities and availabilities of your team.

The best thing to do is to watch our video as an intro to the planner 👇

The first view in the planner is the project view. Here you can see an overview of all projects. There is a list of all projects on the left-hand side. On the right-hand side, you can see the projects in the timeline, provided the start and end date of the project have been set.

The options for searching, filtering, sorting, grouping and showing and hiding project columns are available for the project list.

By clicking on the project, you can open the task timeline of the project or jump to the user workload view of the project team. You can also navigate to the project detail page from here. If you open the task timeline or the user workload of the project, you can return to the overview at any time by closing the selected project in the top left-hand corner.

In the timeline, you can easily move entire projects by “grabbing” them and dragging & dropping them to your desired date.

If you are in the project overview, all projects are always displayed here. You can use the project filter to select projects or select a team if you only want certain projects to be displayed. The view remembers what you last selected here.

The task timeline has the same functions as the timeline you already know from the projects.

In the following article, you will find a detailed description of how the Task Timeline works: Project Planning in the Timeline

The second tab of the planner is the user view. Here you can see the workload of the users in the selected filter. If no filter is set, only your own users will be displayed; if you open a project in the overview and open the user view there, only the users that have been added to the project will be displayed.

Here you can find a detailed description of how to work with the workload view: Workload overview

The planner checklist supports your planning process. When you generate a new checklist, awork automatically scans your data for items you should review, such as upcoming project and task deadlines, milestones, absences, and overbooked users. In the checklist settings (top right), you can define the time range, e.g., the next 7 days.

The checklist only evaluates the data based on your current project filter. Clicking an entry takes you directly to the corresponding position in the timeline. Checked items remain saved as long as you regenerate the checklist for the same time period. Once the period is outdated, a completely new checklist is created.

The checklist is user-specific, meaning it is only visible to you and depends on your own filters.

Task filter as checklist entry:

In the settings for the checklist, you can also optionally add task filters. You will see a checklist entry for each filter. For example, you can create certain filters that you always want to check when scheduling tasks.

The task sidebar can be shown in the planner, in the user view (for a project or in the main view), on the left-hand side.

There are three standard filters:

Below that is the list of your currently running projects.

The last section is your task filters, which you can also view and edit in the main menu item Tasks.

By clicking on one of these areas, the tasks will be loaded accordingly. The arrow in the upper left corner will take you back to the overview.

Completed tasks are initially hidden, since they usually do not need to be scheduled anymore. Via the icon with the two checkmarks, you can display them in the list at any time.

Already scheduled tasks are automatically hidden in the list. By clicking the icon with the checkbox you can display the hidden (already scheduled) tasks in the list again. You can recognise them by the purple checkbox in the list.

"Scheduled" in the Timeline view means that the tasks have start & end dates and are therefore already visible in the Timeline.

The list of tasks can be grouped, sorted and searched using the icons above the list.

However, this only works for the filters. If you open a project in the sidebar, it is grouped and sorted into the lists by default, just like you know it from the project itself.

If you use the planner and the workload, you also have the option of viewing the availability in the period when selecting users, assigning tasks or bookings. To do this, click on the Availability button at the top right of the selection pop-up. The availability is then loaded for the displayed persons and displayed in the form of a bar.

The preset time range corresponds to that of the task or booking. If the task only has an end date, this day is considered. If no date is set, the availability for the current week is considered. You can adjust the availability and the planned value in the selection field in order to search other time ranges if necessary. However, changing this value has no effect on the task or the booking.