You never have to guess who's how booked
Every team member's net daily capacity is calculated automatically; when you're assigning a new task, you see who's actually available — and if you're about to hand more work to someone who's genuinely at capacity, the system flags it and suggests a date when they'd handle it more comfortably.
How It Works
Capacity is only ever a suggestion.
The system gives you a workload indicator, but the choice is always yours; you can still assign a task to someone who looks fully booked if you want to.
Postponement isn't arbitrary.
A task can only be postponed in one of three ways: by approving a date the system suggests, by flagging a mandatory customer-driven reason along with it, or by an overdue task automatically rolling over to today.
The delay report stays fair.
A first postponement made on the system's own suggestion never appears in the report at all; if the same task is postponed a second time, it goes into the report with full detail. Mandatory customer-driven postponements are flagged separately and don't count as a delay.
When capacity overflows, you get one batch plan.
Once a day's capacity fills up, the lower-priority tasks that don't fit are presented to you as a single batch plan; you can approve them one by one or all at once, with full detail visible before you do.
Tips
- Turning it on/off: switch capacity management on or off from company settings.
- Break calculation: if you don't enter a personal duration, the company default or a smart estimate is used.
- Postponing: approve the system's suggestion or enter a customer-driven reason when postponing a task.