The effort is a Task’s attribute which shows how much time is required to complete the Task. It can be different from the duration which indicates the time period within which an assignee should complete the Task. For example, a Task can span multiple days but require only several hours of work a day from each of its assignees.
- The effort is displayed in hours and minutes; however, you can enter a number of days (e.g. “8d”) and it will be converted into hours.
- If you previously used Effort Allocation, we can migrate your data to the new way of Resource Management. Contact us at firstname.lastname@example.org to start the migration.
When you create a Task, it doesn't have the effort by default. Tasks with no effort can be used as:
- Action items which don't require time to complete.
- Non-action items: meetings notes, specifications etc.
To effectively manage your resources, specify the effort for all action items which require time to complete them. Tasks without effort don't show up on Workload charts.
🖐Note! Since milestones don’t have a duration, effort can’t be applied to them.
There are three types of Effort in Wrike: Basic, Full-time, and Flexible.
Basic effort type works when your team members have to switch between several Tasks during the day, and all Task assignees equally contribute to its completion.
Use case: Estimate if all Tasks can be completed during a workweek.
When Basic effort type is selected:
- Effort and duration are completely independent of each other.
- Effort is spread evenly among duration and all Task assignees.
Use Full-time effort type if Task assignees should dedicate all their time to a single Task.
Use case: Tasks which take 100% of assignees' working hours.
When Full-time effort type is selected:
- Effort is linked with duration. You cannot change effort without changing duration.
- Effort is calculated as the number of Task assignees multiplied by a number of their working hours (where working hours is equal to a number of working days multiplied by 8).
Select a Flexible effort type to gain full control over effort allocation.
Use case: Tasks which require a different amount of time from different assignees and on different days.
When Flexible effort type is selected:
- You can specify the number of hours independently for each assignee and working day.
- You see how many hours you have already allocated and the total effort, so you always know how many hours are yet to be allotted.
You can enter a Task’s effort from:
- The Task’s date picker (the box that appears when you go to add a date
to a Task).
- The Workload Chart.
- The updated Table View and the table portion of the Gantt Chart.
Note! Effort is also visible in Reports. You can open the Task View from Reports and edit the effort from there.
- Open the Task View.
- Click on the date section in the upper part of the Task View.
- Click the “Effort” toggle at the lower right-hand corner of the date picker.
- Change the effort type if necessary.
- Enter how much time the Task should take in the “Effort” field.
- Click “Save”.
- Click the Workload tab at the top of the Workspace.
- Click the Task whose effort you want to change.
- A tooltip appears where you can:
- Enter how much time a Task should take.
- Change the effort type.
- If you selected the flexible effort type, you will see how many hours you have allocated along with the total effort in the "Effort" field. To specify the number of hours applicable to each working day:
- Click in the cell that appears on the Task bar.
- Enter a number of hours the assignee should spend on the Task on this particular day.
- Repeat these steps for each day and Task assignee, until the allocated hours and total effort are equal.
- Open the new Table View or Gantt Chart.
- If you don’t see the “Effort” column, click the gear icon and check the box next to its title.
- Double-click in the “Effort” cell in the row of the Task whose effort you want to change.
- Enter how much time the Task should take
- When you clear the "Effort" cell, it disables the effort on a Task and it no longer appears on Workload charts. To avoid this, set the effort to 0 instead of deleting it.
- Enter a value in the empty "Effort" cell to enable Basic effort type for a Task. You can change the effort type from the Task View if necessary.
- If Full-time effort type is enabled, it’s calculated automatically and you can’t edit it.
- If Flexible effort type is enabled, two values are displayed in the “Effort” field: the number of allocated hours and the total effort.