Note: This doc explains features from ClickUp 2.0. Looking for a 1.0 doc? Check out this page!
What are people working on? What have people done? With Box view, you can easily see who is overloaded and who needs more tasks. Plus, managing resources is as simple as drag and drop.
How to Add a Box View
- Click the
+in your views bar to add a new view - Click
Box - Add a name for your new Box View
How to Use Box View
Boxes
Each box in this view represents a person or a box for 'unassigned' tasks.
Boxes contain workload details for each person in the group of tasks (Space, Folder, or List) that you're viewing.
Tasks are grouped by status to give you a better vision of the state of work for each Workplace member.
Task Progress:
Task progress is based on tasks in done or closed statuses vs those in active statuses.
Time Progress:
To see time estimates, go to settings in your Box view and turn on the toggle for time estimates.
Time progress is based on the time estimated for tasks in done or closed statuses vs those in active statuses.
Workload
Teams on the Business Plan will have access to Box View's Workload Report.
This gives you quick insight into who on your team gets the most done, has the most open tasks, and who could use a bit more to do.
As we see above, Yura (the user with the black background) could probably use more tasks because he seems to be done with everything assigned to him.
Plus, we can see that Alex (2nd from the left) has a lot more work than everyone else.
More Box View Features
Show Assigned Comments
Enable assigned comments from your Box View's settings to quickly see how many assigned comments a user has in the group of tasks you're in.
Expand All
Expand all drop downs with one click to avoid opening the drop downs for each status.
Unique Sorting Options
By default, the boxes will be sorted by a users name, but don't miss out on your other options!
- Number of tasks: lets you quickly see who has a heavy workload
- Number of incomplete: tasks shows who needs to get started
- Time estimate: ranks users by the amount of time expected to complete the tasks in this view
Be sure to let us know what else you would like to see on our feedback board here!