Assign resources to tasks

Owned by Space Sync for Confluence
Last updated: Dec 05, 2023 by Linh Pham_Ricksoft_Inc (Deactivated)
2 min read

When you plan a project schedule, you will want to plan who will do tasks. You can assign Confluence users or defined custom resources to tasks in the Gantt chart and see the workload of users.

Assign resources and work units

Add the Resources column on the Gantt chart, then follow these steps:

  1. Double-click the cell of the resources column to select assignees

  2. Type the user names or custom resources you want to assign (you can select from the user picker)

  3. Adjust units if the assignee won't spend 100% of their time on a task

Tips about Units
”Units” means how much percentage of work time. If the users spend the full of their work time on the task during the task span, it should be 100%. If the users spend half of their work time on the task (e.g., they have another task), it should be 50%.

In resource column, the blue circle around avatars shows % units.

Use case: 👩‍💻 Resource management in Confluence with Gantt Chart Planner macro

Drag and drop resources to allocate tasks

 

  1. From the Features dropdown, select Show resource view

  2. Drag and drop the assignee from the resources list to the associated tasks

How to define custom resources

  1. Double-click the Resources field

  2. Click on the plus icon next to the search bar

  3. Set the name and avatar color to the added resource (You can double-click the cell to edit the name or avatar color)

You can also add custom resource from the Rsource view