Workload view in ClickUp
The Workload view in ClickUp lets you visualize capacity, task distribution, and member availability so you can plan work efficiently across your Workspace.
This how-to guide explains exactly where the Workload view is available, what each ClickUp plan includes, and which limits apply to members and teams.
Overview of Workload view in ClickUp
Workload view is a dedicated way to see who is doing what, and when they are scheduled to do it. It uses task information, like assignees and estimated effort, to display workload across a timeline.
Key concepts:
- Each Workload view is created at a specific location, such as a Space, Folder, or List.
- Workload view is powered by tasks, assignees, and effort fields like time estimates.
- Availability of the view depends on your ClickUp plan and member type.
Where Workload view is available in ClickUp
Workload view can be enabled in several locations within your Workspace. The exact locations depend on your pricing plan.
Workload view locations by ClickUp plan
You can create a Workload view at different levels of your hierarchy. The table below summarizes access by plan:
- Free Forever plan:
- Workload view available in the Everything level.
- Workload view available in Spaces.
- Workload view available in Folders.
- Workload view available in Lists.
- Unlimited plan:
- Workload view available in the Everything level.
- Workload view available in Spaces.
- Workload view available in Folders.
- Workload view available in Lists.
- Business plan:
- Workload view available in the Everything level.
- Workload view available in Spaces.
- Workload view available in Folders.
- Workload view available in Lists.
- Business Plus plan:
- Workload view available in the Everything level.
- Workload view available in Spaces.
- Workload view available in Folders.
- Workload view available in Lists.
- Enterprise plan:
- Workload view available in the Everything level.
- Workload view available in Spaces.
- Workload view available in Folders.
- Workload view available in Lists.
All current plans provide Workload view access across the hierarchy, but the way you can use it with members and teams may change by plan.
Member and team limits in ClickUp Workload view
Workload view shows workload for people and teams based on your member types and plan. Understanding these limits helps you plan capacity accurately.
Workload view and ClickUp member types
Different member types are shown in Workload view depending on your plan:
- Full members: Appears in Workload view when assigned to tasks in any paid plan. On the Free Forever plan, full members are also included in Workload view.
- Guests: May be visible in Workload view when they are task assignees, subject to plan-specific limitations.
- Viewer or comment-only roles: These members can see Workload view if they have permission to access the location, but they are not typically included as assignees.
Member type availability is controlled at the Workspace level. Make sure people who should appear in Workload are added as full members and can be assigned to tasks.
ClickUp team support in Workload view
You can also display workload by team instead of by individual member. Availability may vary by plan:
- On some plans, you can add teams as assignees and see them in Workload view to analyze capacity at the group level.
- Workload view shows each team as a lane, aggregating all tasks assigned to that team.
- Individual members within a team may also appear separately if tasks are assigned directly to the person.
Using teams can simplify planning when you manage larger departments or cross-functional groups.
How to access Workload view in ClickUp
Follow these steps to open Workload view from different parts of your Workspace:
Open Workload view from Everything level
- Sign in to your ClickUp Workspace.
- In the sidebar, select Everything.
- Click the + View button at the top.
- Choose Workload from the view options.
- Save the view so you can reuse it later.
This Everything-level Workload view lets you see workload across all Spaces, Folders, and Lists you have permission to access.
Create a Workload view for a Space, Folder, or List
- Open the desired Space, Folder, or List in ClickUp.
- Click + View in the views bar.
- Select Workload from the view types.
- Adjust view settings to choose the date range, grouping, and effort settings.
- Save the view with a descriptive name, such as “Design Team Workload” or “Sprint Workload”.
This location-based view focuses only on tasks contained within the selected Space, Folder, or List, which is useful for project-specific planning.
How to configure workload capacity and effort
To get accurate insights in Workload view, you need to configure how workload is calculated. While details may vary by plan, common options include:
- Effort source: Choose whether workload is based on time estimates, story points, or another supported field.
- Capacity per day: Set a default capacity value for each person or team, such as 8 hours per day.
- Work schedule: Use working days and non-working days to make Workload view match real availability.
After you configure these options, Workload view highlights when people are over capacity or underutilized so you can rebalance tasks.
Plan-based limits for ClickUp Workload view
While all current plans offer Workload view, advanced capabilities tend to increase as you move up through pricing tiers.
Typical limits by ClickUp plan
Depending on your specific subscription, you may encounter limits such as:
- Maximum number of views per location.
- Limits on custom fields that can be used for effort.
- Restrictions on advanced team features or member roles.
For the most accurate and up-to-date description of what your plan includes, always review the official feature availability and limits page.
You can find full details about Workload view availability and limits directly in the ClickUp Help Center here: Workload view feature availability and limits.
Tips for using ClickUp Workload view effectively
Once Workload view is available in your plan and location, use these best practices to get the most value:
- Ensure every task has at least one assignee and a clear due date.
- Use consistent effort estimates so workload is comparable across people and teams.
- Create separate Workload views for different departments, projects, or time horizons.
- Regularly review over-capacity indicators and reassign tasks when necessary.
- Combine Workload view with other views, such as List or Board, to keep task details and capacity in sync.
Learn more about optimizing ClickUp
If you want help configuring or scaling your Workspace, you can work with implementation specialists and process consultants. For example, Consultevo provides consulting and optimization services for modern work management platforms.
To stay current with any future changes to Workload view, always refer to the official ClickUp documentation, especially when your team upgrades plans or adds new member types.
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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