Workload view v2
in progress
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Vasil Enchev
=== Workload pulse check ===
Hello fellow click-uppers, we are bringing back the 2 weeks period, next week. I would also like to ask anyone who experienced difficulties were those things addressed by us? We did fix a bunch of things but I don't want to miss anything. Thanks!
Cinthia Williams
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.
A
Angela Dooley
Cinthia Williams - I totally agree Cinthia - this is exactly what we need. The correct measure of workload over a period of time should be based on the remaining hours to complete the project. As this is currently a custom field this can not be used in the workload view. The sooner this can be updated the better! thank you.
Becky Broderick
Visibility of parent task names in the "i" hover view
Michel Giesser
The Performance needs to be improved dramatically. It takes so long to load and to move to other weeks and to open a Task. The performance of V1 was already not great but now it's a big pain for my team and myself. Hopefully you'll find a solution very soon.
Stephanie Kohut
Our team manages complex, cross-functional marketing and development work at an enterprise scale. To better forecast, assign, and manage workload across job roles, not just individual resources, we need additional flexibility and depth in ClickUp’s workload and resource management features. Below are the specific asks:
Job Role Assignment at the User Level
Use Case: I need to assign users a job role (e.g., Art Director, Copywriter, Developer) to forecast and balance resource needs by skill set, without requiring them to be part of a team.
Ask: Enable job role assignment at the user level, independent of team structure.
Subtask Effort Roll-Up to Task in Workload View
Use Case: When viewing resource capacity, I need to see total effort at the task level, including subtask effort, without assigning the user to both the task and its subtasks.
Ask: Allow effort from subtasks to roll up into parent tasks in workload view, with drill-down capability.
Out-of-Office (OOTO) Scheduling and Holiday Management
Use Case: Users need to schedule time off or holidays so project leads can see availability, avoid conflicts, and auto-adjust schedules.
Ask: Native OOTO and holiday scheduling at the user and space level, with optional alerts for impacted projects.
Default: No Weekend Scheduling
Use Case: As an enterprise organization, we do not schedule work on weekends.
Ask: Set “no weekend scheduling” as the default setting, with the ability to override only when explicitly needed.
Estimated Cost Forecasting by User Cost (not Bill) Rate
Use Case: I need to forecast project cost using estimated effort multiplied by bill rate, not actual time tracked.
Ask: Allow cost rate configuration at the user level for project cost forecasting.
Future Time Holds / Placeholder Blocks
Use Case: I want to reserve team time for upcoming work before the project is officially entered into ClickUp.
Ask: Create functionality to block time on the schedule as a “hold” for future, unscheduled projects.
Adjustable Backlog Views by Role and Task Type
Use Case: I need to sort and filter the backlog by list, task, subtask, and job role to better assign work based on resource availability.
Ask: Expand backlog view options to support filtering and sorting by role, hierarchy level, and availability.
Ryan Tirrell
Okay - so I use ClickUp for large scale projects and numerous team members.
When I want to view workload across the project - its incredibly slow to load and regularly crashes.
This is painful.
Please optimise the performance!!
Olivier
Ryan Tirrell What he says, I'm hurting !
Jawes Dagher
A great feature would be to disable task previews when you hover over tasks on the board. If you have dozens of tasks, it makes it brutal to use since popups don't stop appearing. I attached an example of the pop-up.
David de Heus
Let us integrate the Google Calendar in Workload!!!
Becky Broderick
This is much needed!
Erick Engelhardt
Please add priority, custom fields and time tracked to the tasks
Bec Morris
I need a way to see public holidays in workload view 😫 I use workload for scheduling and keep getting caught out by public holidays!
Also it feels super unreasonable that custom days (not min-fri) is limited to the most premium plan - it’s a pretty basic feature need
Vasil Enchev
=== Workload pulse check ===
Hello fellow click-uppers, we are bringing back the 2 weeks period, next week. I would also like to ask anyone who experienced difficulties were those things addressed by us? We did fix a bunch of things but I don't want to miss anything. Thanks!
Mark Verschuuren
Vasil Enchev perfect. Please let us know when released and will run another testrun on all reported issues.
D
Dan Eves
Vasil Enchev Can I please get a response as to when 'time tracked' being added? Ideally as a graphical bar showing progress i.e time tracked as a proportion of the time estimate. This is critical for any service industry / project manager in construction etc. When resource planning in workload view there is currently no way of knowing how many hours of a time estimate has actually been carried out. therefor there is no way of knowing whether they need more work/ tasks added. The whole point of workload view. thanks
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