How to Predict Capacity in ClickUp Using Workload Views & Dashboards

Ғылым және технология

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Deciding when to take on new business can feel like a gamble without a process. Fortunately, there’s a solution! ProcessDriven CEO Layla breaks down your forecast workload in ClickUp.
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Here's what we'll cover:
00:00 Introduction
00:55 Member Question: How can I use ClickUp to track our team's capacity and projects?
04:30 Create Custom Views in ClickUp
10:20 Create a new ClickUp Dashboard from scratch
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Пікірлер: 37

  • @elspethfinlay3147
    @elspethfinlay3147 Жыл бұрын

    This is what I've been wanting for years. Thank you.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    I'm so glad his was helpful!

  • @andreher
    @andreher6 ай бұрын

    Really cool examples, thanks

  • @cherylnorthjohnson1653
    @cherylnorthjohnson16539 ай бұрын

    Another! Excellent just what I needed

  • @LaylaPomper

    @LaylaPomper

    9 ай бұрын

    Great to hear!

  • @epeporay
    @epeporay Жыл бұрын

    Love this video!

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Glad you enjoyed it!

  • @Degli0001
    @Degli0001 Жыл бұрын

    Fantastic, thank you!

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    You're so welcome!

  • @LaylaPomper
    @LaylaPomper Жыл бұрын

    This was just a snapshot, but I hope it's helpful for anyone else looking to manage capacity inside ClickUp! 😊 What strategy to use?

  • @pixojoy
    @pixojoy10 ай бұрын

    HOooooooly.. yet again, Layla showing us what we never knew we needed. This is so helpful for people like me who tend to overschedule our personal goals. Thank you so much for showing us these features.

  • @LaylaPomper

    @LaylaPomper

    10 ай бұрын

    Thank you PixoJoy! Your continued support truly means a lot to us!

  • @pixojoy

    @pixojoy

    10 ай бұрын

    @@LaylaPomper My pleasure!

  • @CarlosGaviriaM
    @CarlosGaviriaM3 ай бұрын

    Is this (or something similar to this) possible in Asana?

  • @nothingtoseehere8246
    @nothingtoseehere82467 ай бұрын

    How do I see and set the individual capacity per day? Im only given the option to set a daily capacity that applies to each day the same

  • @Dogger1230
    @Dogger1230 Жыл бұрын

    What I wouldn’t give to have you be an Asana user full time and make Asana videos. I tried click up and it was too confusing. I love your videos and I’ve stated before you have the best narrating voice ever!

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Thank you so much! I totally understand. I'll be sure to note this down to see if we can make Asana videos in the future!

  • @Dogger1230

    @Dogger1230

    Жыл бұрын

    @@LaylaPomper thanks! I appreciate that!!

  • @MicheleBonometti
    @MicheleBonometti Жыл бұрын

    Thank you for the video. I don't see "capacity set" the same way (day by day). Is it added with Click 3.0 or higher plan? (I have "business"). Many thanks

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    That is interesting! I'm thinking this may be a bug. I'd recommend reaching out to ClickUp and reporting this.

  • @thomashamwey4390

    @thomashamwey4390

    Жыл бұрын

    I had the same issue. Turns out this is a "Business Plus" or higher level feature... Regular Business subscribers do not have access to this feature.

  • @danieldomaschenz
    @danieldomaschenz8 ай бұрын

    When I click to set the capacity for each assignee, it only shows weekly capacity, not daily... how do I edit daily capacity? Edit: Oh, I needed the business plus plan!

  • @switzermim
    @switzermim Жыл бұрын

    I like the idea with the bar chart for forecasting, and plotted all our projects. Sadly it only shows data up to the current month, despite the fact that I have projects scheduled and estimated for the months to come. It seems ClickUp charts only works with data in the past. Any ideas for a work around?

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    I'm half tempted to say this is may be a bug inside ClickUp. Have you had a chance to reach out to them and confirm that you are experiencing a bug?

  • @switzermim

    @switzermim

    Жыл бұрын

    @@LaylaPomper it's not a bug. According to ClickUp Help all time-based cards display only historical data... still liked your idea, but will have to continue with google sheets to get the desired result :)

  • @libbydunne6271

    @libbydunne6271

    4 ай бұрын

    I'm having a similar issue. It's only showing historical data. Do you know if ClickUp is going to be adding in future planning to these cards at some point?

  • @klawieth89
    @klawieth89 Жыл бұрын

    do you have any idea / pro tip how to temp. reduce capacity of a member because of vacation or other reasons?

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    We suggest having the team member modify their workload by either getting ahead or adjusting due dates for when they are back in the office. As for sick days, we have our managers jump and help reassign daily tasks that need to be done.

  • @sellerfuel
    @sellerfuel9 ай бұрын

    This view is awesome! Workload capacity planning has been a major pain point for our agency. How can we incorporate meeting time into this workload view efficiently?

  • @LaylaPomper

    @LaylaPomper

    9 ай бұрын

    It depends on the context of what exactly you are needing. You can include a meeting estimated time to the task and still be able to view it inside workload.

  • @l0lerman
    @l0lerman10 ай бұрын

    Hey! Great video! Can you please tell me how you see person's workload by day (Monday, Tuesday, etc.). I can set person's workload only by week capacity.

  • @LaylaPomper

    @LaylaPomper

    9 ай бұрын

    Inside the week view, you should be able to see the day. If I'm understanding your request correctly. I'd suggest checking out ClickUp's support doc help.clickup.com/hc/en-us/articles/6310449699735-Use-Workload-view

  • @l0lerman

    @l0lerman

    9 ай бұрын

    @@LaylaPomper It seems I need to be on Business Plus or Enterprise to set the Daily capacity, while I am on Business only. Thank you :)

  • @adayahbalog7478
    @adayahbalog747811 ай бұрын

    How can we get a picture of total hours over a month, so we could give clients an estimate of total hours for an upcoming month? Including recurring tasks (ie. Daily Recurring Tasks).

  • @LaylaPomper

    @LaylaPomper

    10 ай бұрын

    Great question! I'd look into a Dashboard.

  • @swirlytwirlz00
    @swirlytwirlz00 Жыл бұрын

    Another!

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    We're on it!

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