Resource Management in Timeline View

Plan your work over time or create visual Roadmaps with Timeline view! Similar to Gantt, Timeline is a linear way to visualize your schedule with flexible organization.

  • Group by assignee to see tasks per person and how booked a person is each day.

  • Group by priority to see tasks overlapping and quickly easily slide things around.

  • You can even group tasks by tags, custom fields, and more!

Unscheduled & Overdue tasks

Scheduled but unassigned tasks are visible, however, staff might have:

  • Overdue tasks out of view that need attending to

  • Assigned tasks that don't appear within the view because they haven't been scheduled yet

To catch these, we have the sidebar. It is divided into these categories, and will make sure you don't miss any tasks!

Sidebar For Tasks

Using Workload View for Resource Management

Plan and monitor your team's work capacity with Workload view! Based off Timeline view, Workload allows you to visualize your team's capacity and manage resources.

Workload view shows a day-by-day visualization of how much each person has assigned to them during that period and compares it with their capacity.

This allows you to immediately see who is overburdened, and re-allocate to those showing unused capacity.

Resource Management in Workload View

Know how much can get done, so work is prioritized, by measuring capacity in a number of ways:

  1. Hours: the amount of time each person has available

    1. Make sure your ClickApp for Time Estimates is turned on if you'd like to measure capacity by time!

  2. Tasks: how many tasks a person can get done in a day - especially useful if tasks are all the same size

  3. Points: Used in systems like Scrum to give relative sizing to tasks

    1. Make sure the Sprint Points ClickApp is enabled in your Space!

  4. Custom Fields: view capacity and performance with Custom Fields!

Show Items by Time, Tasks or Custom Fields

Set the capacity for each team member by clicking the capacity under their name or the capacity bar to bring up the modal.

User capacity set in Workload view

Weekly capacity will be divided evenly across Monday - Friday, leaving the weekends free.

Users on our Business Plus and Enterprise Plans can also elect to customize capacities per day, including setting different days as weekends with no capacity.

Pro Tip: Get yourself off to a running start by applying a baseline to all team members, then customize from there!

Note: Members can only adjust their own capacity in the Workload view. Admins and owners of a Workspace are able to set capacity for other users in Workload view.

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!

Dashboard Reporting for Resource Management
  1. Burndown: See how your team performs against a target line, and compare against the projected.

  2. Burnup: 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. 

Tasks by Assignee In Widget

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 set up 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 suits your needs. Use the number of tasks, hours estimated, scrum points, or any other custom field you have set up!

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 (available on our Business plan and above), 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: 

Workspace Time Estimated Dropdown

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

Moving Tasks in Board View

Showing tasks without time estimates

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

Showing tasks without 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!

Opening Profiles in ClickUp

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