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As someone that delivers client work, we understand that managing your staff’s workloads and keeping them organized is a big feat! Fortunately for you, our latest release is here to help you out big time. Coming from a place to simplify the distribution of work, Roles offers a new way to organize your team so resourcing can be streamlined strategically by talent.
If there’s one way to nail your resource management in Teamwork.com, Roles is it!
Add and manage Roles
Assigning Roles to your team will help you understand the breakdown of your workforce and categorize them to better match your internal structure. Now you can classify your team based on seniority or specialization for even better organization. Add a top layer Team, and then assign unique Roles for even more specificity.
As an example, you have a Design Team, with Roles of Junior Graphic Designer, Senior Illustrator, Researcher, Design Manager, and Art Director.
Naturally, Roles are housed in the People section—a centralized spot to add even more context to your team. However, many places across Teamwork.com will surface Roles and allow you to edit this information for complete Role management. We want Role info teed-up often and in context!
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Optimized resource management
Roles take center stage when we talk about all things resource management. No one wants delivery bottlenecks—group and filter by Roles to check that the right person will be available for the right type of job.
To aid visibility and integration across key areas of Teamwork.com, Role data is surfaced in every aspect of the Planning section—read on for more!
Group by Role for simple resource planning
When you’re scenario planning and mapping out future work in the Resource Scheduler, grouping by Roles will help you first allocate at the Role-level, then the person-level. This hierarchy will keep things strategic and ensure that the right skills will be available for the job first—regardless of who actually ends up taking on the work.
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Grouping by Roles neatly organizes your team by function for your convenience. Say goodbye to annoying scrolling and context switching, and hello to inline Role information for simple allocating. That’s resource forecasting that just makes sense.
Filter by Role to pinpoint the available resource
For planned work in the long run, filter in the Resource Scheduler - A Junior Illustrator is needed on a newly signed off project for next quarter - who is available? Maybe you have a choice of staff member, maybe there’s only one person available, or maybe no one is available and you need to hire a contractor.
For committed work in the short run, filter in the Workload Planner - An urgent piece of work requires a Senior Software Developer this week - who is available? Maybe someone has capacity or you might need to re-shuffle tasks among the team to free someone up stat.
For any timespan, filter in the Overview - Understand the overall performance of a Role and their affiliated pace of work. See things like how their estimated time matches their available time, or how many tasks are open and how many are completed.
And there we have it! Zoom out and let Roles strategically streamline your resourcing operations to ensure the right type of help is available in the short and long term, so you can always stay on top of client work demands.
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