Purpose
To provide a quick visual summary of all currently open subtasks segmented by their status, helping teams monitor subtask flow and identify bottlenecks.
Visualization Type | Donut Chart |
Liveboard | Subtask Dashboard |
Function | Workflows |
Filters | Includes Subtasks in Progress Completed Subtasks Subtask ID = {Null} |
Need-to-Know Glossary of Terms
Subtask ID - ID assigned to a subtask, every subtask has unique ID. This can be used to separate subtasks that may have the exact same name in Canopy.
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.).
Report Structure Overview
Subtask ID Filter - Filtering out subtasks with no or {Null} ID
Subtask Status Filter - Filters for completed subtasks
Subtask Status Slices - Displays subtask status, subtask count in that status, and percentage of whole
Suggested Modifications: Want to change the colors?
Navigate to the Configure panel on the right hand side.
Select Subtask Status.
Scroll down to Color formatting and update the color key.
Primary Use Case Scenario
A department manager reviews this report during a weekly check-in to understand the distribution of open subtasks by status. For example, if a large percentage of subtasks are stuck in "Waiting on Client," the manager may coordinate with team members to follow up.
Actionable Insights
Immediate visibility into how work is progressing across open subtasks and support workload rebalancing if too many subtasks are still in "not started" or "in progress".