Purpose
To visualize the number of open (incomplete) subtasks with due dates in the upcoming 30 days, segmented by weekly due dates. This helps managers proactively manage upcoming deadlines and team workload.
Visualization Type | Stacked Column |
Liveboard | Capacity Dashboard |
Tab | Subtasks |
Function | Capacity |
| Includes Excludes |
Need-to-know Glossary of Terms
Subtask Count - Number of subtasks.
Subtask Status - Current state of a subtask within a workflow (e.g. not started, in progress, with client, completed, etc.).
Subtask Assignee - Team member assigned to the subtask.
Subtask Due Date - Date the subtask is due.
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 )
Report Structure Overview
Subtask Status filter - Filtered to exclude completed tasks
Subtask Due Date Date filter - Filtered for the next 30 days
Y~ Axis - Subtask Count
X ~ Axis - Subtask Assignee
Legend - Subtask Due Date weekly segmented by color
Suggested Modifications
Want to drill down and see clients and or subtasks that will be due in the next 30 days?
Hover over the team member column and right click to reveal the Drill Down function.
Primary Use Case Scenario
An Operations Manager reviews this report weekly to assess how many subtasks are approaching deadlines over the next month.
Actionable Insights
Clear visibility into the volume and category of subtasks due soon and can be used to improve subtask completion rates and reduced risk of late delivery or missed commitments.