Would you like to to know what your resources are working on and what their capacity is?
The TSV is your traffic whiteboard and a place where all traffic and project managers should live on a daily basis.
Here you can view and manage your teams work in the form of tasks and can do so daily, weekly, bi-weekly and monthly simply by dragging and dropping tasks from day to day or employee to employee.
**HANDY TIP: If you make use of the Magnetic leave module employee's leave will also show up on this view**
You can view your entire company or filter in a number of ways such as; individual, team or department.
What setup is needed for the TSV to work effectively?
The TSV gives you a detailed overview of all tasks employees are busy on, but in order to see exactly who is working on what, the following key things should be in place:
The tasks must have a start and end date.
The tasks must be assigned to an owner.
Employees must belong to a department.
Leave days must be added on Magnetic.
Time estimate set on tasks.
How do I access and use this report?
Click on Task, then from the "Change View" dropdown menu select "Team Scheduler"
Enter filters such as:
- "Date from"
- Task Owner e.g. Oliver Jeffrey
Owner Department Department e.g. Design.
Position e.g. Graphic Designer.
Opportunity/Job name e.g. Adidas Website.
or any other filter you find relevant to your search.
Select, by ticking the tick boxes, if you want to:
Select if you want to view the schedule for a:
Click on the search icon for the search to work.
- Filter the search as required.
- Results can be exported as a CSV file, Excel file or a PDF document.
How is the data captured to populate this report?
Simply by creating, tracking and closing tasks will give you the necessary data to make this a valuable and insightful report.
The following users are involved in the data that populates this report:
Traffic / Project Managers - these are the people who assign tasks to users and jobs and ensure all the correct information is set on the task.
Anyone responsible for doing work on tasks - these users must keep their tasks up to date to ensure tasks appear on the correct days.
How to maintain this report
Host a weekly meeting with your traffic/ project manager and review the TSV to ensure all work is correctly allocated and on track.
Make sure tasks that are complete are marked as closed.
If tasks are overdue, ensure the TSV is kept up to date.
Take note of leave and sick days and if an employee is sick on a day, make sure their critical work is allocated to someone with capacity.