Can the Workload capacity planning take into account meetings schedule in user's Google Calendar?
Hi guys
Can the Workload capacity planning take into account meetings schedule in user's Google Calendar?
For example, if a user has workload of 6 hours a day scheduled out in Wrike (via the Effort data in scheduled tasks) but that user has 5 hours of meetings each day in their Google Calendar (and that amount of times for meetings might vary from one week to the next), does Wrike take into account that within working hours, that user only has, say, 3 hours of available capacity per day, and is therefore over-scheduled for each day?
Hope that makes sense!
One of our team members who is in sales and account management just asked me this — "What good is the workload planning if it ignores how many actual available (that is, not scheduled for meetings) hours I have in any give week?" was her question.
Thanks in advance for shedding light on this!
Cheers
MC
I would LOVE some insight on this as well! We have the same dilemma with our Account Management team.
Hey guys, thanks for posting here.
In order to include the meetings in Google Calendar to the Workload, there should be a task with Effort in Wrike. To facilitate the process of setting it up, I'd suggest you check out our new Wrike Integrate add-on. You can contact us here to get more detailed info or post your questions on the Community.
I hope that helps 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi-
Is the only way to set up blocked time/recurring meetings on Wrike Workload through Integrate Add-on? If I had meeting with Creative Team can I go in and block 1 hour on Thursdays so we don't over book that day with work Tasks? If not something I/admin can do, is this something the individual can do? For example, instead of showing 8 hours available to assign Tasks on Thursdays, I want to show only 7 hours available for each of the Creative team members. I believe I can change each person available time limit for Thursday but that only covers the meeting I have with them. It doesn't cover any other recurring meetings. Suggestions? Thanks and sorry if I missed a different article that addresses this - if so, please point me to it. Thanks again.
Welcome to the Community Michelle Lundy! I can see you've discussed this with one of our Support agents 👍 Please feel free to post here to let other members here know about what worked for you.
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Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Working with Wrike Support found I could do a workaround of creating a recurrence that automatically creates a task assigned to the user every Thursday with an allocated effort 1hr. This way, the effort for this task will be displayed in our workload charts as allocated effort. This will work so that staff available time is reduced. Thanks.