Purpose
To provide visibility into the volume of open subtasks by their due dates, highlighting which are overdue vs. still upcoming. By slicing values by overdue status (color-coded), the report gives managers a quick, visual way to assess workload urgency and overdue risk.
Visualization Type | Stacked Column |
Liveboard | Capacity Dashboard |
Tab | Subtasks |
Function | Capacity |
| Includes Excludes |
Need-to-know Glossary of Terms
Task Count - Number of tasks.
Task Status - Current state of a task within a workflow (e.g. not started, in progress, with client, completed, etc.).
Task Due Date - Date a task is due.
Task Assignee - Team member assigned to the task.
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.).
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 )Overdue Tasks formula - Calculated by categorizing a task as ‘Overdue’ if the task due date is less than the current day, if the task due date is greater than the current day then it is categorized as ‘Not Overdue’.
if ( Task Due Date < today ( ) ) then 'Overdue' else 'Not Overdue'
Report Structure Overview
Task Status filter - Filtered to exclude completed tasks
Subtask Status filter - Filtered to exclude completed subtasks
Task & Subtask Due Date filter - Filtered to capture the previous 30 days and next 30 days
Y~ Axis - Subtask Count
X ~ Axis -Task & Subtask Due Date daily
Legend - Not Overdue and Overdue subtasks segmented by color
Tips & Tricks
Want to see which team members these subtasks belong to?
1. Right-click a column and select Drill Down.
2. Type Subtask Assignee in the search box.
3. You can always go back by pressing the undo button in the top right corner.
Primary Use Case Scenario
An Operations Manager reviews this report weekly to monitor how many subtasks are past due and upcoming. They can easily identify workload peaks (weeks with a high number of subtasks due) and prioritize overdue subtasks for immediate follow-up.
Actionable Insights
Guides managers on where to focus efforts by being able to see backlog of overdue subtasks and upcoming due dates.