Resources

  • Updated

Managing teams, resources, and budgets effectively can be challenging when these shift and additional work arises. As marketers, you must reallocate resources and teams to different projects as deadlines shift and priorities change.

The Resources view lets you manage resources and team bandwidth. Leaders can allocate resources more effectively, as they will know who is assigned to what - leading to more productivity.

Enable resource management

To enable resource management for a particular workflow, go to your avatar > Workflows, select (or create) your desired workflow, and select Enable resource management.

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Admins and creators have access to the Resources view. You can create roles and grant them access by visiting the Roles tab in User Management.

Use the Planner tab

The Planner tab shows your team's planned work. The features in this view are as follows:

Planned and Available

View what each team member is working on and how much time you expect them to take. Give any team member more tasks if they have any available hours left, or reassign work if they do not have enough available hours. You can identify opportunities to maximize productivity and output without causing burnout and maintain morale.

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Availability Rate

Monitor and adjust your team's capacity by setting their availability from the drop-down at the top of the table. Users are setting the team's bandwidth for any given period by increasing or decreasing this percentage. As this changes, the task cards shift to show when a team member should begin working on a given task to complete it in time, considering their availability rate.

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Default and Compact view

You can toggle between the two views using the Card Display gear icon in the upper-right corner.

  • Default – Shows additional details such as step status, due date, and more.
  • Compact – Shows only the task name and provides details in a separate card when someone hovers over the task's name.

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Unallocated tray

View unassigned work in the Unallocated tray to account for work. Drag and drop that card to the individual's row to assign it to a team member.

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Drag and drop reassignment

Reassign work to another team member by dragging and dropping cards from one individual to another. Manage work, bandwidth changes, and shifting priorities without missing deadlines.

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Track time

Make better use of your time to maximize output, maintain team morale, and ensure every team member works on the highest priorities.

Log time

Log how much time (in 15-minute increments) their step took. You can activate this by enabling time tracking at the workflow level. This way, teams can later access reports with information on the team's productivity and performance.

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Planned and Actual

Compare how much time a step actually took to complete against the plan in the Reports tab. By comparing Planned and Actual columns, you can understand the time spent on a task or step, identify bottlenecks, and better manage bandwidth.

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Task or Step Breakdown

Expand each user's row to view a line-by-line breakdown of assigned steps and tasks. Monitor the specific activities that account for an individual's bandwidth to ensure proper time allocation and work prioritization.

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Logged By quick filter

Use this filter to display the time logged by a selected user. You can compare individual workloads and evaluate team members' efficiency compared to past projects.

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Hour and Utilization %

Measure resource bandwidth by total hours (Planned and Actual) or as a percentage of total utilization. You can determine how much of an individual's time was allocated and where it was used. You can toggle between each measurement using the dial.

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Download to CSV

You can share and analyze these data by exporting to .CSV file format. Click the download button in the upper-right corner of the view to download the current view or selection immediately.