Purpose
To track the volume of subtasks that have been marketed as completed fro all time. This gives the team visibility into overall team productivity and progress on client work.
Visualization Type | KPI |
Liveboard | Subtask Dashboard |
Function | Workflows |
Filters | Includes Completed Subtasks
Excludes Subtasks still in progress Subtask ID = {Null} |
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, with client, in progress, completed, etc.).
Subtask ID - ID assigned to a subtask, every subtask has a unique ID. This can be used to separate subtasks that may have the exact same name in Canopy.
Report Structure Overview
Subtask Status Filter - Filters for completed subtasks.
Subtask ID Filter - Subtask ID's with no or {Null} will be excluded from count.
Subtask Count - Number of subtasks completed for all time.
Suggested Modifications: Want to see the full number instead of an abbreviated unit? Navigate to the Configuration icon and update the Unit field from Auto to None.
Primary Use Case Scenario
An admin reviews the number of completed subtasks at the end of each week to evaluate how much work the team has processed.
Actionable Insights
Understand team capacity and performance by measuring how much client work is being competed. This KPI empowers managers to ensure work is moving efficiently through the pipeline, improving client service and operational visibility.