Purpose
To provide a detailed, at-a-glance breakdown of how subtasks are distributed across team members and their current statuses. This helps identify individual workloads, task progress, and potential bottlenecks in workflow management.
Visualization Type | Pivot Table |
Liveboard | Subtask Dashboard |
Function | Workflows |
Filters | Excludes Subtasks with no Assignees 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 Assignee - Staff member assigned to the subtask.
Subtask Status - Current state of a subtask within a workflow (e.g., not started, in progress, with client, completed. etc.).
Report Structure Overview
Subtask Assignee Filter - Filtering out subtasks with no Assignee
Subtask ID Filter - Filtering out subtasks with no or {Null} ID
Values - Subtask Counts
Rows - Subtask Assignees
Columns - Subtask statuses
Suggested Modifications: Want to filter out a specific subtask status?
Hover over Subtask Status in the visualization.
Select the ellipses.
Choose Filter.
Select which statuses you want to include or exclude.
Press Apply.
Primary Use Case Scenario
A team lead uses this report in weekly team meetings to review staff workload and subtask progression. For instance, they might notice that one employee has a high number of subtasks 'in progress' while another has many in 'not started' prompting a conversation about workload distribution.
Actionable Insights
Visibility into team workload by showing how many subtasks each assignee has across various statuses. Identify imbalances in subtask assignment to support workload reallocation.