Workload view in ClickUp
The Workload view in ClickUp helps you see who is overloaded, who has capacity, and how work is distributed across your team so you can plan schedules more effectively.
This guide explains how to open Workload view, switch between People and Task modes, configure settings, and use advanced options to forecast and balance your team’s work.
What is Workload view in ClickUp?
Workload view in ClickUp is a capacity and scheduling view that displays tasks over time for users, teams, or task groups. You can see task durations, time estimates, and allocation by day, week, or month.
Workload view supports two main modes:
- People mode: Focus on members, teams, or Workspace-level capacity.
- Task mode: Focus on tasks grouped together into a workload row.
Using these modes, you can quickly identify overloads, gaps in schedules, and opportunities to reassign or reschedule work.
How to open Workload view in ClickUp
You can add or open a Workload view from several locations inside ClickUp, depending on how you organize your work.
Add a Workload view to a Space, Folder, or List
- Open the desired Space, Folder, or List in ClickUp.
- Click the + View button at the top of the view bar.
- Select Workload from the view options.
- Choose to make it a Private or Public view.
- Click Add View to create the Workload view.
Once added, your new Workload view appears in the view bar and can be renamed, favorited, or shared like other views in ClickUp.
Open a Workload view from a Dashboard
You can also review Workload data in a Dashboard using the Workload card:
- Go to your Dashboard in ClickUp.
- Add a new card and choose the Workload card type.
- Select the location and filters you want to report on.
This lets you mix Workload information with other reporting cards for a complete performance overview.
Understanding People mode in ClickUp Workload
People mode shows each person, team, or the entire Workspace as a row. Tasks appear on the timeline based on their start and due dates or time estimates.
Who can appear in People mode
In Workload view, you can display:
- Individual members
- Teams
- Invitees
- Guests (when they are assigned tasks)
- Workspace total capacity
Use filters and settings to decide which users and resources you want to monitor.
Capacity and workload settings in ClickUp
Capacity calculations in Workload view are based on either time estimates or task counts, depending on the settings you choose.
Common configuration options include:
- Capacity type: Choose between Time (hours) or Tasks.
- Period: View daily, weekly, or monthly capacity.
- Workdays: Define which days of the week count as working days.
- Start of week or month: Adjust timelines to match your organization’s calendar.
These options allow accurate workload calculations that reflect how your team actually works in ClickUp.
Using Task mode in ClickUp Workload
Task mode focuses on groups of tasks rather than people. Each row represents a group, while tasks appear on the timeline according to their schedule.
Grouping options in Task mode
In Task mode, you can group tasks by several fields to control how they are displayed:
- List
- Assignee
- Priority
- Custom fields (where applicable)
This is especially useful for capacity planning by project segment, phase, or custom criteria you track in ClickUp.
Limitations of Task mode
Not every feature available in People mode is available in Task mode. For example, Task mode focuses on distribution of tasks and does not support the same kind of member-level capacity calculations you see when you track people in ClickUp Workload.
How to schedule and reschedule tasks in ClickUp Workload
Workload view lets you work directly with tasks on the timeline, giving you a simple way to adjust task dates and assignments.
Drag and drop tasks
- In your Workload view in ClickUp, locate the task on the timeline.
- Click and drag the task bar left or right to change the task’s date range.
- Release the mouse to save the new schedule.
The task’s start and due dates update automatically.
Extend or shorten task durations
- Hover over the start or end edge of a task bar.
- Drag the edge to extend or shorten the duration.
- Release to confirm the new duration.
This is helpful when scope changes and you need more or less time while staying inside the same Workload view in ClickUp.
Managing overload in ClickUp Workload
Workload view highlights when people or groups are over capacity so you can take action quickly.
Identify overloaded resources
When the assigned work exceeds capacity, cells or bars in the Workload display indicate overload. Use this to spot:
- Members who have too many tasks on a given day or week
- Teams that are consistently above capacity
- Task groups that cannot be completed with current resources
Rebalance work in ClickUp
- Find the overloaded user, team, or task group on the timeline.
- Drag tasks to another day with more available capacity.
- Reassign tasks to another member or team who has room.
- Adjust time estimates to better match actual effort.
These simple adjustments help you keep workloads realistic and avoid burnout while staying within the same ClickUp environment you use for other project views.
Filtering and customizing the Workload view
To get clear insights, you can filter and customize the Workload interface in ClickUp.
Use filters to focus on relevant work
Apply filters to limit what appears in your Workload view:
- Status (for example, only show Open tasks)
- Assignee
- Priority levels
- Tags
- Custom fields
Filters can be saved with the view, so your ClickUp Workload always opens with the most relevant information for your team.
Customize columns and display options
Depending on your plan and features, you can adjust:
- Zoom level (day, week, or month)
- Visible columns in the row area
- How estimates are shown (hours, points, or task counts)
These options make it easier to read your Workload and align it with how you report on work across ClickUp.
Tips for effective capacity planning with ClickUp
To get the most from Workload view in ClickUp, combine it with consistent task data and good planning habits.
- Ensure tasks have accurate start dates, due dates, and time estimates.
- Use assignees and priorities consistently so filters and groupings work well.
- Review capacity weekly to catch overload early.
- Use Dashboards alongside Workload views for combined reporting.
When you keep data clean and up to date, Workload view becomes a reliable planning tool for your entire organization.
Learn more about Workload and ClickUp resources
For detailed feature explanations, screenshots, and additional examples, see the official Workload view documentation provided by ClickUp:
Official ClickUp Workload view help center section
If you need expert help optimizing how you set up Workload, custom fields, and reporting in ClickUp, you can also visit Consultevo for consulting and implementation services.
By using Workload view correctly and keeping your data consistent, you can turn ClickUp into a powerful engine for capacity planning, forecasting, and day-to-day workload balancing.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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