Another consideration is if a PM looks at a workload view for a List or "Project", they only see the project resources assigned to that List's tasks. It would be great if the Workload view ALWAYS looks (or at least is an option to) at assignments from the entire workspace instead of just the list, folder, or space you are viewing the workload in. Does that make sense?

I appreciate all improvements. For the workload view I would love the ability to exclude teams that do not track workload. For example as Marketing Operations, we don't have a capacity. We just have to get it all done. I would love the ability for the calculations for the team to show what is truly available in hours. We deal with estimated time not tasks so knowing that we have 100 hours of 300 hours scheduled tells us what is available for that month for the team. I would love the ability to link the workload view in a dashboard that is shared with others via PDF. Embedding it in the dashboard and creating the PDF doesn't work.

Any additional improvements are welcome. Thanks!

I would love a quarterly time frame view.

The workload view is working well, if we are using the Assginee field and group by Assignee.

Each Assignee/Person is shown with the projects/tasks that are assigned to him.

The problem is, we are using the Assignee field for the project manager only. For the other people/resources that are involved, we want to use a People (or any other type) custom field.

In the workload view, I would like to group by this field and see each person/resource separately in one line. Similiar to what ClickUp does when using the Assignee field.

However, ClickUp is building groups of resources/people, which is not usefull:

Screenshot 1: Groups are built per line - not good. Screenshot 2: Each resource separately - good.

Being able to use custom date fields instead of Due Date would unlock workload view for me!

Make it possible to create subtask directly in the workload view (also in other views)! When you want to create a task, there will also be an option to select a 'parent task' so you can create a subtask!

Mobile app view?)

In the ClickUp Workload view under Everything, it’s possible to apply filters — for example, using the “Location/List – is not –” filter to exclude certain lists. This used to work, although it occasionally bugged out in the past, but that was another scenario not to mention now.

Now, for quite some time, the filter “Location/List – is not – XYZ” has completely stopped working for us. It was working, and then suddenly it didn’t anymore. Even if I create an entirely new workload view and configure the settings again, the filter still doesn’t work.

I really hope this gets fixed very soon. We had to implement a workaround by removing assignees from specific tasks so they don’t appear in the workload view which creates other problems in our workflows.. Thank you for having a look.

Hello! I work for a consulting firm and we set budgets for our projects. Every week, we run a report to see how many hours we've used and how many hours are remaining. We need the remaining hours to be used in the Workload view. The issue is the Formula Field not being able to be used in the Workload view - it has to be a Number Field. This is how I have it set up:

Budgeted hours = Number Field that's manually typed

Hours utilized = Number Field that's manually typed

Hours remaining = Formula Field that's populated by the difference between Budgeted hours and Hours utilized

Workload should then be based off the Hours remaining; however, as stated above, that's a Formula Field. There is no way to have the Formula Field auto populate or convert to a Number Field, either.

Visibility of parent task names in the "i" hover view