Choice to show specific Personal Tasks in Workload Balancer | Community
Skip to main content
RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
May 16, 2023
New

Choice to show specific Personal Tasks in Workload Balancer

  • May 16, 2023
  • 3 replies
  • 853 views

Description -

Add "Planned Hours" and "Show in Balancer" choices to the create personal task dialog

Why is this feature important to you -

There are a LOT of things that block your time out that are not necessarily included in a Project, like meetings, any non-billable time, pitches, presentations, learning sessions, etc. Many people have been struggling with a good way to block time so you don't get booked for work, that are not based on an actual project. Some people have "fake" projects that you can create tasks in, Some folks use the schedules, some use the FTE and the Work Time features, but none of these really solves the problem.

How would you like the feature to work - Add a choice to show personal tasks in Balancer on a per task basis

Current Behaviour - There is none. Users must rely on "workarounds", none of which are ideal.

What I'd like to see

 

What we have now

    3 replies

    A
    AaronBe3
    Level 2
    August 2, 2023

    Love the new Home page setup and the widgets.  Feels like a definite upgrade.  

     

    The personal to-dos list could be super helpful in getting more people to go to WF first.  HOWEVER, I cannot push people to use this feature (or the new home page) at this time because personal to-dos show up in people's timesheets like a "real" task.  

     

    We need time tracked in a specific way against tasks that PMs set up against specific Programs & Portfolios.  Having "tasks" that are not associated with projects show up in timesheets is confusing for end users and risks them messing up their timesheets (which is already a struggle).

     

    Please add the option to exclude To-Dos from Timesheets since these are not tasks that live in actual projects.  

      -JC
      -JC
      Level 6
      August 2, 2023

      1000% support this. I can understand some use cases for being able to track time to them, but I'd love the option to turn it off or on. 

      RandyRoberts
      Community Advisor
      RandyRobertsCommunity AdvisorAuthor
      Community Advisor
      August 3, 2023

      After looking at this again, you could delete the "Balancer?" checkbox and just say "If it has hours on it, it shows in the Balancer", if no hours, it doesn't.

      HazelNB
      HazelNB
      Level 2
      July 11, 2024

      Yes! We would like to see this. You can currently assign a personal task and add planned hours, but the hours aren't accounted for in the Workload Balaner. They appear as "0," even though I assigned 5 planned hours.

       

      Terms & ConditionsAccessibility statement

      Loading footer...