PMO teams can create and customize views to track roadmaps, status reports, risks, and more. Views display information from all tasks under them in the ClickUp Hierarchy. For example, a view made at the Space level will capture information from all Folders and Lists within the Space.
You can create a Gantt view for each of your projects or a Gantt view at the Space or Folder level to track multiple projects at once.
Timeline view lets you visualize and schedule all your tasks in one linear and customizable view. Unscheduled or overdue Tasks appear in the right sidebar so you can drag and drop them onto the timeline at any time.
You can create a Timeline view for each of your projects or a Timeline view at the Space or Folder level to track multiple projects at once.
We recommend using the following List views in your Workspace:
Using a "PMO roadmap" List view helps product managers and leaders gain visibility into what the teams are doing and filter for specific types of projects and information. Managers can evaluate incoming PMO requests and understand resourcing and scheduling to prioritize projects across the organization.
Group tasks by status and create Custom Fields to personalize the view for your team's unique needs. We recommend using this view at your PMO Space level, but you can also use this view at the Folder and List level.
If you use a "project health" List, we recommend using a "status report" List view alongside it. Group tasks by status, use the Status Custom Field, or do both so your organization has total transparency into project progress.
Have an admin or owner enable the Tasks in Multiple Lists ClickApp so your tasks can simultaneously live in this "project health" List and their relevant project Lists.
Weekly status report
If you use a recurring "status report" task as we recommend in our Organize your Hierarchy for PMO article, a "weekly status report" List view is ideal for isolating the task using a filter. This view leverages a "PMO task type" Dropdown Custom Field to make it easy for project managers to locate and update the task every week. We recommend using this view for both complex and simple projects, whether they live at the Folder or List level.
Risks and issues
Using a "risks and issues" List view that filters tasks by "risk" and "issue" Dropdown Custom Fields allows team members to quickly identify potential project problems in one view. Group by the "PMO task type" Dropdown Custom Field to simplify your organization. We recommend using this view for both complex and simple projects, whether they live at the Folder or List level.
Using a "project team" List view allows project managers to identify roles and responsibilities for each project. We recommend filtering by Dropdown Custom Fields to only show the project team in this view. The "PMO task type" Dropdown Custom Field allows for simple task organization. If you use a "program management" List, this is the ideal location to have this view.