Allfred's Planning is designed to enhance productivity and planning in your agency. With intuitive views for both individual and team capacities and an in-depth overview of tracked time, Allfred ensures that your creative team can focus on what they do best while you handle the logistics seamlessly. Let's dive deeper into key features:

Efficiently plan your team's workload and your own tasks with Allfred's capacity allocation feature. Set up allocations for tasks, meetings, time-offs, and home office days, ensuring that every aspect of your schedule is meticulously organized. This tool allows for the creation of both repetitive and team-specific allocations. You can add personal notes, meeting links or setting precise deadlines.

Check allocation details like related project, budget item, task, duration, tracked and planned time, meeting location, note, the allocation creator, or the date of creation by clicking on the Info icon.

Mark capacities as complete using the Complete button, track time with the Clock button, start the timer with the Play button, view task details with the Task icon, and perform actions like edit, duplicate, or delete on capacity allocations.

Users can see their own capacity allocations for the whole week, with days displayed horizontally for a clearer perspective. In the calendar, you can select the starting day for "My Week", allowing you to prepare your capacity well in advance.

Just like "My Week", the "Teams view" offers several filters to streamline capacity management. This means you can manage capacities filtered by teams, roles, specific users, clients, or even by Task status, deadlines, or task priorities.

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Allfred smartly indicates if users are overplanned, at their max capacity, or available for more tasks. We know that every minute counts in the creative world, so you can plan and track your members' capacities down to the minute.

Public holidays and weekends are now displayed grey; you can also plan capacities for these off days if needed.

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To provide you with a comprehensive overview of all tracked hours in one place, we offer a "total tracked time" button in Planning. This button displays the total hours you have tracked during the day, relative to the total number of hours set as plannable time at the user level.

Clicking on this button opens a window to find a summary of all tracked hours for the day. If you tracked hours via allocations in the planning section, the time entry will be accompanied by a calendar icon. The time entry will feature a clock icon if you recorded hours using a timer or the Time section.

Learn more here.

By default, all roles can see the Planning section and also create and edit capacity allocations

If you need to restrict this - for example, so that creative team members can only view allocations and track their own time (no editing, no creating allocations for others) - this currently requires a custom role setup. Contact Allfred support to configure this for your workspace.

Allfred supports an integration with the HR tool Timetastic, which manages all types of time tracking (not just time-offs). This integration is set up on request - if you're interested in connecting Timetastic (or discussing another HR/absence management tool) with your Allfred workspace, contact Allfred support.