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Say Goodbye to the Stress of Capacity Planning

Take Action with Informed Resource Allocation and Work Distribution
Resource Planner ensures your company maximizes resources by helping you match the right person for each task and keep workloads balanced. Bored or burned-out employees result in costly turnover and inadequately staffed projects keep you from maintaining your business’s high standards, leading to poor results, dissatisfied customers, and more churn. Resource Planner takes the guesswork–and the stress–out of capacity planning. Hello to a brighter, more productive future.
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Resource Planner

Doing the Heavy Lifting for You

Keeping track of resource data is complicated, and it can be challenging to effectively redistribute tasks if you’re in the dark regarding individual capacity. With Resource Planner, you no longer have to manage your team and their individual workloads through disparate tools, spreadsheets, or your own mental rolodex.

A Complicated Process Gets Simplified

  • Easily visualize and track your entire team’s capacity with detailed workload breakdowns
  • Quickly redistribute tasks and preview the impact of changes before making them live
  • Identify problem areas and potential risks via red highlighting
  • Filter by Role, Attribute, and other customizable filters/views
  • Track individual PTO, holidays, and scheduled time off
One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
Melanie Duke
Director of Business Process Development at TurnKey Marketing
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
Marissa Lambrecht
Operations Team Lead at Appluent
heather shafland
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
Heather Shafland
Business Process Manager at CyberPower Systems USA, Inc.

Frequently Asked Questions

What is the Resource Planner, and how does it help in planning team workload?

  • The Resource Planner helps teams plan and balance workloads by showing who is assigned to what and when. It provides a clear view of capacity and availability so work can be distributed more evenly and realistically.

Can I visualize calendar availability, resource capacity, and upcoming allocations?

  • Yes, the Resource Planner provides a visual view of calendar availability, capacity, and upcoming assignments. This makes it easy to see who is available, who is overbooked, and where adjustments may be needed.

Does it allow for skill‑based or location‑based resource assignment?

  • Yes, the Resource Planner supports assigning work based on skills, roles, or location. This helps ensure tasks are matched with the most appropriate and available team members.

How does Resource Planner integrate with task scheduling and project timelines?

  • Resource Planner connects directly with task schedules and project timelines, so assignments update automatically as plans change. This keeps resource availability and project timelines aligned in real time.

Turning the Overwhelming into the Outstanding

Best for

Resource Managers
People Managers
Team Leaders

Intuitive, Unintimidating Resource Management

A stair-stepped environment takes a big job and breaks it into actionable pieces

Consistently Operate at Max Capacity

Ensure your entire team is properly utilized, workloads are balanced, and admins are freed up from a historically time-consuming process

Slash Time and Labor

Accurately build out project timelines, determine when work can begin or when future projects can start, or quickly troubleshoot resource issues

Reduce Churn Inside and Out

Adequate staffing and smoother projects make for both happier employees and customers

Drastically Improve Time-to-Value

Get projects off the ground faster, prevent false starts, and help your customers realize value quicker

Data-Driven Hiring

Make informed hiring requests to leadership using real-time data

Relevant Resources

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
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