Box view overview

  • Updated

Box view allows you to see what your team is working on, what they've accomplished, and what their capacity is.

Screenshot of Box view.

If changes need to be made to your team's workload, manage resources by dragging and dropping tasks. You can also use Box view to can see workload charts for tasks, time estimates, and even Sprint points!

What you'll need

Add a Box view

To add a Box view:

  1. Open the List you want to add a Box view to.

  2. Click + View.

  3. Select Box.

  4. Enter a name for the view.

  5. Select view options:

  • Private view: Make this view only visible to you.

  • Pin view: Choose to pin this view to the front of your Views Bar.

6. Click Add View.

Use Box View

In Box view, there's a box representing each assignee in the location of the view (Space, Folder, or List), and a box for tasks that don't have an assignee. Each box contains workload details for each assignee.

Tasks are grouped by status to give you an overview of each member's current workload.

Tip: You can easily expand all tasks on a box with one click!

Workload dropdown

In Box view, you can use the Workload dropdown in the upper left of the view to switch between different display types.

Display options:

Show menu

You can use the Show settings to customize what information is displayed on the boxes.

  1. In the upper right corner of the view, click Show.

  2. Choose if you want to show the following options:

    • Task locations: Show which Space, Folder, or List a task is located in.

    • Subtask parent names: For subtasks, show the name of the parent task.

    • Tasks in Multiple Lists: Show which tasks are added to multiple lists.

    • Assigned comments: Show how many assigned comments a user has in the group of tasks you're in.

      • Tip: You can click an assigned comment to view and/or resolve it.

Workload Report

Note: The Workload Report box is only available on Business Plans or above.

Easily see who in the Workspace gets the most done, who has the most open tasks, and who could manage more work.


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