{"id":18514,"date":"2024-05-30T09:04:42","date_gmt":"2024-05-30T09:04:42","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=18514"},"modified":"2025-11-14T09:02:23","modified_gmt":"2025-11-14T09:02:23","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<p class=\"note translation-block\">Scheduling is a paid feature, which you can enable by&nbsp;<a href=\"https:\/\/clockify.me\/pricing\">upgrading<\/a>&nbsp;your workspace to the PRO or ENTERPRISE plan.<\/p>\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":56,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/18514\/revisions"}],"predecessor-version":[{"id":27450,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/18514\/revisions\/27450"}],"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}]}}