Description:
Currently, users can add personal To-Do tasks either via the Home widget or by creating tasks directly within their personal To-Do List project. However, these tasks do not reflect planned hours by default and therefore are not factored into Workload Balancer capacity calculations, even though they may take up meaningful portions of an individual's day.
This creates a disconnect between actual user availability and what project/resource managers see when planning workloads. For example, a user may be spending several hours on personal To-Do items (e.g., training, internal documentation, self-assigned initiatives), but still appear 100% available for project work in the Workload Balancer view.
Suggested Enhancement:
Allow users to optionally assign planned hours and durations when creating personal To-Do tasks—ideally directly from the Home widget interface or through a simplified entry form. This would allow the system to:
Accurately reflect that time as allocated in the Workload Balancer.
Provide project/resource managers with a more realistic view of team member availability.
Reduce the need for manual workarounds such as navigating to the Personal Tasks project or embedding planned hours into task names.
Optional Features for Consideration:
Enable a toggle when creating a To-Do item to "Include in workload capacity."
Allow admins to define whether these tasks can be visible to others (e.g., team leads or managers) or remain private.
Improve visibility of these To-Dos in reports and dashboards alongside regular task assignments.
Business Value:
This improvement would help organizations more accurately manage resources and plan projects by ensuring that all time commitments, including self-managed tasks, are visible during capacity planning. It would also reduce overhead from workarounds, improve forecasting accuracy, and support better workload distribution across teams.
