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Use views for PMO

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.

Gantt view

Gantt view allows you to visualize and plan project progress, manage resources, identify blockers and Milestones, and more.

Screenshot of someone using Gantt view for PMO.

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

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.

Screenshot of someone using Timeline view for PMO.

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.

List view

We recommend using the following List views in your Workspace:

PMO roadmap

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.

Screenshot of someone using a List view for their PMO roadmap.

Status report

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.

Screenshot of someone using a List view for their project health List.

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.

Screenshot of someone using a List view for their weekly status report task.

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.

Screenshot of someone using a List view to keep track of project risks and issues.

Project team

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.

Screenshot of someone using a List view to identify project roles and responsibilities.

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