Purpose
To display the number of open tasks scheduled to be due on future dates, broken down by task assignee, helping managers evaluate workload distribution over time and ensure deadlines are met without overloading individuals.
Visualization Type | Stacked Column |
Liveboard | Capacity Dashboard |
Tab | Tasks |
Function | Capacity |
| Includes Excludes |
Need-to-know Glossary of Terms
Task Count - Number of tasks.
Subtask Count - Number of subtasks.
Task Status - Designation that indicates the current state of a task (e.g. in progress, with client, completed).
Task Assignee - Team Member assigned to the task.
Task Due Date - Date a task is due.
Overdue Tasks formula - Denotes any task that has a due date prior to current day as ‘overdue’ and tasks with a due date after the current day as ‘not overdue’.
if ( Task Due Date < today ( ) ) then 'Overdue' else 'Not Overdue'
Report Structure Overview
Task Status filter - Filtered to exclude completed tasks
Task Due Date filter - Filtered to capture the previous 30 days and next 30 days
Y~ Axis - Task Count
X ~ Axis - Task Due Date daily
Legend - Task Assignee segmented by color
Suggested Modifications
Want to see the task count for every team member instead of just the total number count?
1. Navigate to the Configure panel on the right-hand side.
2. Select Task Count.
3. Scroll down to the Display section.
4. Check the box next to Detail Labels.
Primary Use Case Scenario
A Team Lead reviews this report weekly to assess which team members have the highest task volume due in upcoming weeks and reassign or reprioritize tasks to balance work across the team.
Actionable Insights
A clear visualization of upcoming due dates and how tasks are distributed among team members and identification of specific assignees at risk of missing deadlines due to task volume.