Manage Tasks on Workload Charts

Workload charts are a part of the Wrike for Professional Services package and Wrike Resource add-on. Business and higher accounts can trial and purchase Wrike for Professional Services and Wrike Resource. Once the package or add-on are enabled in the account, regular and external users can use Workload charts.

• Overview
• Create Tasks
• Change Task Duration
• Reschedule Tasks
• Reassign Tasks
• Add Additional Assignee
• Enable and Edit Task Effort

Overview

You can create, reschedule, or reassign tasks on Workload charts to resolve resource allocation conflicts without having to leave the chart.

Create Task

1. Click the “Workload” tab at the top of the workspace.
2. Select the relevant Workload chart from the list.
3. On your keyboard, press and hold:
   
   • “Alt”+“Shift” or “Ctrl”+“Shift” keys if you’re on Windows
   • ⌥ + ⇧ keys if you’re on a Mac, but not using the “Safari” browser
   • ⌥ + ⌘ keys if you’re on Mac and using Safari.
4. Hover your mouse over the dates for which you’d like to create a task, in the section of the task's future assignee.
5. Click and drag your mouse from the desired start date to the correct end date.
6. Release your mouse.
7. In the pop-up window that opens, enter the name of the task.
8. Select the location where the task should be created.
9. Press "Enter” on your keyboard or the arrow icon near the name field.

The folder, project, or space that you chose when creating a Workload chart will be set as the task's location by default.

Change Task Duration

1. Open the relevant Workload chart.
2. Locate the task that you want to change.
3. Hover your cursor over the task bar’s left or right side so that you see a double-headed arrow.
4. Click and drag the bar to the left or right to change the task’s duration.

🔥 Wrike Tip! Using the same method, you can change the duration of tasks in the horizontal Backlog Box.

Reschedule Tasks

1. Open the relevant Workload chart.
2. Click and hold the task you want to reschedule.
3. Drag the task to the appropriate dates and release your mouse.

🔥 Wrike Tip! You can also drag and drop tasks to reschedule them within the horizontal Backlog Box.

Reassign Tasks

1. Open the relevant Workload chart.
2. Click and hold the task you want to reassign.
3. Drag the task to the row of a user you want to reassign the task to and release your mouse.

🔥 Wrike Tip! You can also drag and drop tasks to reassign them within the horizontal Backlog Box.

Add Additional Assignee

1. Open the relevant Workload chart.
2. Click and hold the task you want to assign to an additional user.
3. Press the “Ctrl” key on your keyboard (“Option” key for Mac users).
4. Drag the task to the row of the users that you want to add as an assignee and release your mouse.

🔥 Wrike Tip! You can also use this feature to avoid automatic replacement of job roles with users when you drag the task from the Backlog Box to the user with the matching role. In this case, the task will stay assigned to the job role and will also get assigned to the user.

Enable and Edit Task Effort

1. Open the relevant Workload chart.
2. Click the task you want to enable or change effort for.
3. In the tooltip that appears, you can:
   
   • Enable task effort (if it's not enabled yet).
   • Edit task effort.
   • Change the effort type.
4. Press "Enter" on your keyboard to save changes.