Manage Workload in Dashboards

Dashboards are the best way to manage resources using customizable widgets to give you insights into sprints, projects, people, statuses and more!

If your organization runs Agile Methodology, our sprint widgets are the perfect companion to team resource management!

  1. Burn Down: See how your team performs against a target line, and compare against the projected.
  2. Burn Up: Oversee both your scope of work to be done and the work completed.
  3. Velocity: Visualize the completion rate of your tasks.
  4. Cumulative Flow: See your tasks status progress overtime.

Using these four widgets will give any Scrum Master or Product Manager the insights needed to plan their next sprint and see the team's workload, capacity, and task progression.

So you don't run agile in your Workspace? Fear not! You might benefit from using one of our other Dashboard widgets or resource management tools below.

Tasks by Assignee

This widget is applied to the Space, Folder, or List level to show you the number of tasks per assignee in that location. 

See who's tackling lots of tasks, or only a few, and distribute your upcoming workload accordingly! Try using a filter to get a more detailed insight of these resources.

Custom Bar, Pie, and Battery Charts

Setting up a custom chart is also a fantastic way to see exactly what you're looking for!

To best setup a chart for resource management, we suggest:

  1. Start with assignee on the X-axis for both bar and battery charts, and group by for pie charts. 
  2. Choose a workload type to be analyzed against that best suites your needs. Use number of tasks, hours estimated, scrum points or any other custom field you have setup!

Manage Workload in Box View

Box view is completely unique to ClickUp - and is a way to rethink resource management entirely. Now, you can manage resources visually and even drag and drop to move tasks to and from different resources! 

Plus, with the Workload chart (Business plan only), you can easily see who is ready for more tasks, and who might be overloaded!

You can measure resources' workload and capacity in Box view based on: 

Managing resources is then as easy as dragging and dropping tasks from one person's box to another!

Showing tasks without time estimates

With time estimates turned on, you can also see how many tasks per person do not contain time estimates:

From there, you can quickly add time estimates to get a better understanding of how much is actually on their plate.

View Profiles 

Click on a person's avatar anywhere in the app to see what he or she has recently completed, as well as what's being worked on now and in the future. It's another great feature to help manage your team's time!

Resource Management in List View

Sort by columns such as time estimate or enable custom field columns to measure agile/scrum points that you can clearly visualize in List View! 

You can even calculate these columns to find their sum, average or range:

More resource management tools coming soon with our all new Timeline!

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