The Planner
Coordinate projects and tasks across your team using Planner's timeline view and drag-and-drop scheduling to plan weeks ahead and identify risks
The Planner brings project coordination, tasks, and your team together in one place. Plan work along a timeline, taking capacity and availability into account, for the days, weeks, and months ahead.
Key benefits and use cases
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View projects on a timeline (including start and end dates)
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Move work with drag and drop and quickly reschedule it
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Check team workload in the User view (Workload)
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Identify planning risks with the Planner checklist (such as deadlines, absences, and overbooking)
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Schedule tasks quickly using the task sidebar (including filters)
How to use the Planner
Open the Planner
- Select the Planner directly from the Hauptmenü on the left (in the Workspace section)
- Or open a project's timeline, click the action button in the top right, then select Im Planer öffnen
At the top center, choose between the Projekte or User view.
You can open the Planner if you have read or edit permissions for user planning.
The project timeline
In the Projekte section, you can work with projects and their timelines.
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Project list on the left and timeline on the right (only visible when start and end dates are set)
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Search, filter, sort, and group projects, and show or hide project columns. The view remembers your most recent filter selections.
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Open a project to view its task timeline or project users and workload. To return to the project overview, close the selected project at the top center by clicking Schließen.
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Go to project details (this takes you out of the Planner)
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Drag and drop a project on the timeline to the desired date. Choose the number of days to shift it (this value can also be negative), and enable any of the following options as needed:
- Move tasks
- Ignore completed tasks
- Move bookings
- Move milestones
The User view (Workload)
In the User section, you can see the workload of users included in the selected filter and get an overview of your team's workload.
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With no filter, only your own user is displayed
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Within a project, only users who have been added to the project are displayed
Find out more here: Workload overview
Planner checklist
The Planner checklist helps you with the planning process. When you generate it, awork automatically scans your data for items you should check, such as upcoming project and task deadlines, milestones, absences, and overbooked users.
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Select Checkliste in the top right
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Open Einstellungen in the top right using the gear icon
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Set the time period (for example, the next 7 days) and optionally choose task filters
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Click Generieren
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Click an item to jump directly to the relevant place on the timeline
Projects and users are checked using the same filters you have set in the Planner views.
Checked items remain as long as you generate the checklist again for the same time period. If the time period is outdated, a new list is generated.
The checklist is personalized. It applies only to you and is based on your own filters.
Task sidebar
In the Planner's User view, you can show the task sidebar along the left edge, either for a project or in the main view. It is divided into three sections:
- Default filters
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Neu: Tasks assigned to you or created for you within the last 7 days
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Meine: All tasks assigned to you (private and project tasks)
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Privat: Your private tasks
- A list of your currently active projects
- Your task filters
Click a section (a default filter, project, or task filter) to load tasks.
Use the arrow in the top left to return to the overview.
Show completed tasks
Completed tasks are hidden by default. Click the double checkmark icon to show them in the list at any time.
Show tasks that are already scheduled
Tasks that are already scheduled are hidden automatically. Click the calendar icon with a checkmark (tooltip Geplante sichtbar) to show them again.
Tasks that are fully scheduled are marked with a purple checkbox in the list.
Note: In the timeline view, scheduled means that the task has a start and end date, so it appears on the timeline.
Group, sort, and search the task list
You can group, sort, and search the task list using the icons above it.
This works only for filters. When you open a project in the sidebar, its tasks are grouped and sorted by default in the same way as in the project itself.
Check availability
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Select a time range in a user's Workload view
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Select the Verfügbarkeit checken action
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View the availability of the people shown as bars
You need read permissions for user planning to view availability.
FAQ
Can I adjust weekly working hours in the Planner?
Yes. You can change your own weekly working hours in your account settings. If you have the required permissions, you can also change a user's capacity directly in the Planner's Workload view. To do this, click the displayed total working hours and adjust the hours. You can also change the holiday region here.
Why can I only see myself in the User view?
When no filter is set, the User view shows only your own user.
Does the Planner checklist apply to my whole team?
No. The checklist is personalized. It applies only to you and is based on your own filters.
Can I export the Planner view?
No, the Planner cannot be exported directly.
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