Connectors

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Teamwork.com

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Review a person's Teamwork.com workload
Report

Know who has room before assigning more Teamwork.com work

For managers who want one person's Teamwork.com tasks, due dates and logged hours reviewed by their AI assistant before handing out more work.

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Review a person's Teamwork.com workload
Does Sam Patel have room for more work in Teamwork.com over the next two weeks?
Sam Patel looks busy over the next 14 days, with little room for more. - Overdue: 3 tasks, the oldest 9 days late - Due in window: 11 tasks, 58 estimated hours against about 70 working hours - Logged: 74 hours in the last two weeks across 4 projects - Estimates: 4 tasks have no estimate, which weakens the call Want the task list by due date?
Teamwork.com
Sample figures. Your results come from your own account.
teamwork-com-get-people
teamwork-com-get-tasks
teamwork-com-get-time
teamwork-com-get-project-members

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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The problem

Assigning work without knowing who has room

Before giving someone more work you need to know what they already have in Teamwork.com: overdue tasks, what is due soon and their logged hours. Pulling that together across projects is slow, so decisions are made on a hunch.

Without PopdockAI

  • Filter tasks by assignee across every project
  • Sort out what is overdue, due soon and undated
  • Add up recent logged hours by hand
  • Assign on a hunch and overload someone

With PopdockAI

  • Open tasks are grouped into overdue, due soon, later and undated
  • Two weeks of logged hours are shown by project
  • Estimated hours due are set against working hours
  • A verdict with the reason, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Show the current workload of the Teamwork person matching {person-name} over the next {days-ahead} days (default 14 when blank).

**Step 1: Identify the person**

Call `teamwork-get-people` with `name.contains` set to {person-name}. If more than one person matches, list them with `email`, `job-title` and `company-name`, and stop. Keep the `person-id`.

**Step 2: Open tasks**

Call `teamwork-get-tasks` with `assignee-user-ids.contains` set to the person-id and `max-records` 200. Drop tasks with a `completed-at` value or a `status` of completed. Put the rest into four groups: overdue (due before today), due in the window, due later, and no due date.

**Step 3: Recent time**

Call `teamwork-get-time` with `user-id` set to the person-id and `time-logged.from` set to 14 days ago. Total the hours per week and per project.

**Step 4: Projects**

Call `teamwork-get-project-members` with `person-id` set to the person-id to list their projects. Resolve the task `project-id` values against this list for names.

**Step 5: Report**

* Who: name, `job-title`, `role-name`.
* Task counts per group, then a table of the overdue and due-in-window tasks: task, project, due date, priority, `estimate-minutes` as hours.
* Estimated hours due in the window against working hours in the window, taken as 8 hours per weekday. Label this as an assumption, since the tools do not return a person's capacity.
* Hours logged per week for the last two weeks, and the projects that time went to.
* A load call: Overloaded, Busy or Has room, with the reason. Mention how many open tasks have no estimate, since that weakens the call.

**Rules & Guidelines:**

* This prompt is read-only. Do not call any tool whose name begins with teamwork-create-, teamwork-update-, teamwork-complete-, teamwork-uncomplete-, teamwork-assign-, teamwork-move-, teamwork-copy-, teamwork-clone-, teamwork-reorder-, teamwork-archive-, teamwork-unarchive-, teamwork-lock- or teamwork-unlock-, and do not call `teamwork-get-file-shared-link`.
* Do not suggest reassigning specific tasks to named colleagues. This prompt looks at one person only.

**Validation:**

* When the person has no open tasks, say so and still report the recent time.
* When {days-ahead} is not a whole number, use 14 and say so.

Who it's for

One answer, three teams that use it

Project managers

Check capacity before you assign

Know whether someone is overloaded, busy or has room before you add a task to their list.

Can Priya Shah take on more Teamwork.com work in the next week?

Team leads

Spot overload before it causes delays

See overdue and upcoming work for a team member with estimates against hours available, so you can rebalance early.

Review Tom Reyes's Teamwork.com workload for the next ten working days.

Resource managers

Back staffing decisions with evidence

Logged hours by project and tasks due give you the facts for staffing conversations, with missing estimates counted.

What does Dana Whitfield have due in Teamwork.com this month, and how many hours has she logged lately?

How it works

What PopdockAI does when you ask

You name the person and a window, and your AI assistant reads their tasks and time in Teamwork.com. It gives a verdict with its reasons and changes nothing.

01

Ask

You name the person and a window.

Your AI tool

02

Read

It reads open tasks by due date, two weeks of logged hours and their projects.

teamwork-com-get-people
teamwork-com-get-tasks
teamwork-com-get-time
teamwork-com-get-project-members

03

Compare

It sets estimated hours due against working hours in the window.

No items found.

04

Report

You get a verdict with the reason, and nothing is changed.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Teamwork.com and one secure connection to your AI tool. No code, no exports.

get-data

teamwork-com-get-people

Returns people (users) from Teamwork.com with their company, role, rates and contact details. Filter by email, type, name, company ID, person ID, last name, role name and company name.
get-data

teamwork-com-get-tasks

Returns Teamwork.com tasks with status, priority, assignees, due dates and estimates. Filter by task list ID, task ID, due date, status, name, priority, assignee user IDs, project ID and tags.
get-data

teamwork-com-get-time

Returns time log entries from Teamwork.com with the person, project, task, minutes and billable amounts. Filter by time logged, minutes, project ID, user ID, user name, billable and task ID.
get-data

teamwork-com-get-project-members

Returns the people who are members of each Teamwork.com project. Filter by person ID, email, project ID, project name, type and name.
Read only.Nothing in Teamwork.com Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Assignments based on real workload

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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