Purpose
To visually display the number of open subtasks assigned to each team member segmented by not overdue and overdue status. This allows admins to quickly assess individual workloads and how many overdue subtasks individual members have.
Visualization Type | Stacked Column |
Liveboard | Subtask Dashboard |
Function | Workflows |
Filters | Includes Subtasks with any status other than completed
Excludes Completed Subtasks |
Need-to-Know Glossary of Terms
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.).
Subtask Overdue Formula - Formula that marks a subtask as overdue if the subtask due date is prior to the current day. If the due date has not yet passed, then the subtask is identified as not overdue.
if(Subtask Due Date < today ()) then 'overdue' else 'not overdue'
Report Structure Overview
Subtask Status Filter - Excludes completed subtasks
Y-Axis - Subtask Counts
X-Axis - Subtask Assignee
Subtask Counts - Number of total subtasks team members are assigned to
Legend - Segmented by Not Overdue and Overdue subtasks
Suggested Modifications: Want to see the exact number of Not Overdue and Overdue subtasks assigned to each team member?
Navigate to the Configure panel on the right hand side.
Select Subtask Count.
Scroll down to the Display section and check the box next to Detail labels.
Primary Use Case Scenario
An admin uses this report at the start of each week to review the open subtask distribution across team member. By seeing both the volume and whether a subtask is overdue, they can decide how to allocate resources or follow up on delayed subtaks.
Actionable Insights
Workload visibility and clear understanding of how many open subtasks each employee is responsible for. This report can also help support evaluation of task follow-through and team efficiency.