Smarter Week

How to automate it

How to automate “work out who is working on what this week”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
45%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Plan who works on what in a resource planning tool

Float, Resource Guru, Productive, Runn or the workload views in Asana and Monday show everyone's capacity on one screen, so allocating work is a drag-and-drop, not a meeting.

Typically saves about 40% of the time3 h to set up
  1. 1Put everyone's weekly capacity and time off in one tool.
  2. 2Add booked projects with hours per person per week.
  3. 3Review the over- and under-booked view once a week.
  4. 4Share it with the team so they see their own week without asking.

Tools: Float · Resource Guru · Productive · Runn · Asana or Monday workload

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Agency Project Manager

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Agency Project Managers