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

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

What you'll need

• Team view is not available on the Free Forever Plan. 

• 100 uses of Team view are included on the Unlimited Plan. 
• Unlimited uses of Team view are included on the Business Plus Plan and up. 

• Anyone, including guests, with Edit permissions, can create Team views.

Add a Team view

To add a Team view:

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

2. Open the Views modal.

   • In ClickUp 2.0 from your Views Bar, you'll click + View.
   • In ClickUp 3.0 from your Views Bar, you'll click + Add.

3. Select Team.

4. Enter a name for the view.

5. Select view options:

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

  • Note: Private views are available on the Business Plan or above.

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

6. Click Add View.

Use Team View

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

Display options:

• Number of tasks: See the number of tasks in Not Done vs Done statuses.

• Time estimate: See the time estimated for tasks in Not Done vs Done statuses.

• Sprint Points: See the number of Sprint Points in Not Done vs Done statuses.

• Points: If you're using a Custom Field to track effort, choose to view those points.

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.

Updated September 11, 2023 21:40