Purpose
To visualize the number of open subtasks due across the last 30 days and the next 30 days, with counts broken down by team member. This provides a quick, visual way to see workload distribution, overdue items, and upcoming deadlines at the staff level.
Visualization Type | Stacked Bar |
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
Task & Subtask Due Date filter - Filtered to capture the previous 30 days and next 30 days
Subtask Status filter - Filtered to exclude completed subtasks
Y~ Axis - Subtask Count
X ~ Axis - Task & Subtask Due Date daily
Legend - Task Assignee segmented by color
Tips & Tricks
Want to see the task count for every team member?
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 uses this report during weekly meetings to see which team members are responsible for overdue subtasks and facilitate workload balancing by shifting tasks from overburdened staff to those with fewer assignments.
Actionable Insights
Staff accountability by highlighting which team members are carrying the most overdue subtasks and provides deadline visibility by showing upcoming workload per staff member making it easy to anticipate bottlenecks.