{"id":18514,"date":"2024-05-30T09:04:42","date_gmt":"2024-05-30T09:04:42","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=18514"},"modified":"2026-04-23T07:27:00","modified_gmt":"2026-04-23T07:27:00","slug":"schedule-team-assignments","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/projects\/schedule-team-assignments","title":{"rendered":"Schedule team assignments"},"content":{"rendered":"\n<p>Scheduling team assignments helps you plan projects easily by providing a visual timeline of your team&#8217;s availability. This way, you can easily see who&#8217;s working on a project\/task.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p>Scheduling is a paid feature, which you can enable by\u00a0<a href=\"https:\/\/clockify.me\/pricing\">upgrading<\/a>\u00a0your workspace to the PRO or ENTERPRISE plan.<\/p>\n<\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading tip\">Permissions<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Action\/role<\/td><td>Owner\/admin<\/td><td>Project manager<\/td><td>Team manager<\/td><td>Regular user<\/td><\/tr><tr><td>Schedule project\/assignment<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0ffor their own project*<\/td><td>\u2716\ufe0f<\/td><td>\u2716\ufe0f<\/td><\/tr><tr><td>Create assignment<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0ffor their own project*<\/td><td>\u2714\ufe0ffor themselves only**<\/td><td>\u2714\ufe0ffor themselves only**<\/td><\/tr><tr><td>Edit assignment<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0ffor their own project*<\/td><td>\u2714\ufe0ffor themselves only**<\/td><td>\u2714\ufe0ffor themselves only**<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"translation-block\">*If&nbsp;permissions&nbsp;in Workspace settings is set to&nbsp;<strong>Admins and Project managers<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">**If&nbsp;permissions&nbsp;in Workspace settings is set to&nbsp;<strong>Anyone<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Navigate team capacity with Team view<\/h3>\n\n\n\n<p>Team view provides a quick overview of your team&#8217;s capacity, indicating who&#8217;s available and who&#8217;s overbooked. Project and team views use the same assignment data, allowing you to plan and organize work more efficiently.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"431\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.38.39-1024x431.png\" alt=\"\" class=\"wp-image-22481\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.38.39-1024x431.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.38.39-300x126.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.38.39-768x323.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.38.39-1536x646.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.38.39-2048x862.png 2048w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.38.39-18x8.png 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"tip translation-block\">If they have permissions to create assignments, Regular users and Team managers only have a <strong>Team<\/strong> view on the <strong>Schedule<\/strong> page.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Add and manage team members<\/h2>\n\n\n\n<p>To add new team member:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Open the <strong>Schedule<\/strong> page&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Choose <strong>Team<\/strong> page<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Add member <\/strong>to introduce a new team member<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"996\" height=\"870\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/scheduling_add_members.png\" alt=\"\" class=\"wp-image-18516\" style=\"width:377px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/scheduling_add_members.png 996w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/scheduling_add_members-300x262.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/scheduling_add_members-768x671.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/scheduling_add_members-14x12.png 14w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<p>This action loads the user and displays all their assignments if available.<\/p>\n\n\n\n<p class=\"translation-block\">Assign tasks to <strong>active<\/strong>, <strong>inactive<\/strong> and <strong>invited<\/strong> users.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">Use the <strong>Team<\/strong> menu to filter assignments based on users and groups.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Hide team members<\/h2>\n\n\n\n<p class=\"translation-block\">As an Owner\/Admin, you have the option to hide team members from the <strong>Team<\/strong> tab on the <strong>Schedule<\/strong> page.&nbsp;&nbsp;<\/p>\n\n\n\n<p>To hide a member:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the three dots next to member\u2019s name<\/li>\n\n\n\n<li>Choose <strong>Hide <\/strong>from the dropdown<\/li>\n\n\n\n<li>New window opens with the confirmation modal<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Hide<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"796\" height=\"614\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.41.33.png\" alt=\"\" class=\"wp-image-22483\" style=\"width:280px\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.41.33.png 796w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.41.33-300x231.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.41.33-768x592.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.41.33-16x12.png 16w\" sizes=\"auto, (max-width: 796px) 100vw, 796px\" \/><\/figure>\n\n\n\n<p>This action hides the user from the timeline, but it doesn\u2019t delete their assignments.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Track assignments and capacity<\/h2>\n\n\n\n<p class=\"translation-block\">Track your team\u2019s scheduled assignments and capacity on the <strong>Team<\/strong> page.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\"><strong>Team<\/strong> page provides the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Total hours assigned to each member in the selected time range<\/li>\n\n\n\n<li>See each team member\u2019s schedule in detail<\/li>\n\n\n\n<li>Detect time off periods in user&#8217;s timeline&nbsp;<\/li>\n\n\n\n<li>Identify overcapacity if there are assignments during time off<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"869\" height=\"734\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.46.27.png\" alt=\"\" class=\"wp-image-22484\" style=\"width:720px\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.46.27.png 869w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.46.27-300x253.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.46.27-768x649.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2025-04-03-at-10.46.27-14x12.png 14w\" sizes=\"auto, (max-width: 869px) 100vw, 869px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Edit user capacity<\/h2>\n\n\n\n<p>You can edit your team member\u2019s capacity and make them more available if needed to.&nbsp;<\/p>\n\n\n\n<p>To do that:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the three dots next to member\u2019s name<br><img loading=\"lazy\" decoding=\"async\" width=\"350\" height=\"107\" class=\"wp-image-18520\" style=\"width: 350px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-30-at-10.44.35.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-30-at-10.44.35.png 770w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-30-at-10.44.35-300x92.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-30-at-10.44.35-768x235.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-30-at-10.44.35-18x6.png 18w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/><br>or&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Modify it directly on the <strong>Team<\/strong> page<br><img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"449\" class=\"wp-image-22479\" style=\"width: 950px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/edit_user_capacity_cake_update.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/edit_user_capacity_cake_update.png 2466w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/edit_user_capacity_cake_update-300x142.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/edit_user_capacity_cake_update-1024x484.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/edit_user_capacity_cake_update-768x363.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/edit_user_capacity_cake_update-1536x726.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/edit_user_capacity_cake_update-2048x968.png 2048w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/edit_user_capacity_cake_update-18x9.png 18w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Capacity indicators<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Full<\/strong>: User is at maximum capacity for the day (e.g. if the capacity is 8 hours\/day, they&#8217;re assigned 8 hours of work)<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Xh open<\/strong>: Indicates the number of hours a user has available for additional assignments<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Xh over<\/strong>: Signifies the number of hours a user is assigned to over their capacity<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">You can customize and choose how to display a team member\u2019s capacity on the <strong>Team<\/strong> page. Depending on the set time range, it can be displayed on a daily or weekly basis.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Performance tracking<\/h2>\n\n\n\n<p class=\"translation-block\">Compare assigned vs actual working hours using the <a href=\"https:\/\/clockify.me\/help\/reports\/assignments-report\">Assignments <\/a>report to track employee performance effectively.<\/p>\n\n\n\n<p class=\"translation-block tip\">For more information on how to create, repeat and publish team assignments, check out <a href=\"https:\/\/clockify.me\/help\/projects\/manage-scheduled-team-assignments\">Manage scheduled team assignments<\/a>.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Related articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/scheduling\">Schedule projects <\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/manage-scheduled-projects\">Manage scheduled projects<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/projects\/manage-scheduled-team-assignments\">Manage scheduled team assignments<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Scheduling team assignments helps you plan projects easily by providing a visual&#8230;","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[54],"tags":[],"class_list":["post-18514","post","type-post","status-publish","format-standard","hentry","category-schedule"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/18514","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=18514"}],"version-history":[{"count":57,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/18514\/revisions"}],"predecessor-version":[{"id":31016,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/18514\/revisions\/31016"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=18514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=18514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=18514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}