Purpose
To monitor the total number of open (incomplete) subtasks scheduled to be due within the next 30 days, helping managers proactively manage deadlines, team workload, and client deliverables.
Visualization Type | KPI |
Liveboard | Capacity Dashboard |
Tab | Subtasks |
Function | Capacity |
| Includes |
Need-to-know Glossary of Terms
Subtask Status - Current state of a subtask within a workflow (e.g. not started, in progress, with client, completed, etc.)
Subtask Count - Number of subtasks.
Task Status - Current state of a task within a workflow (e.g. not started, in progress, with client, completed, etc.)
Due Date formula - Calculated by displaying the subtask due ate if it exists. If not, then it displays the task due date.
ifnull ( Subtask Due Date , Task Due Date )Client Name, Subtask Name formula - Displays the client name followed by the subtask name in one cell.
concat ( Client Name , Subtask Name )
Report Structure Overview
Subtask Status filter - Filtering out completed subtasks
Task Status filter - Filtering out completed tasks
Subtask Due Date filter - Displaying the next 30 days
KPI Value - Subtask Count
Suggested Modifications
Want to adjust the date filter to see more or less than the next 30 days? Click the Due Date filter bubble at the top of the report. There are two filter options, a Rolling Date and a Fixed Date filter. Select your date range and press Apply.
Primary Use Case Scenario
An Operations Manager reviews this report weekly to identify upcoming workload and potential task bottlenecks.
Actionable Insights
A real-time snapshot of how many subtasks are approaching due status within the next month and early detection of workload spikes that may require reallocation or deadline adjustments.