Create charts using subtasks
Create charts using subtasks
You can track the metrics of your ClickUp as you would track the metrics of your top-level tasks. By setting a filter, you can set screenful charts to display information about your subtasks, top-level tasks, or both.
You can track the metrics of your ClickUp as you would track the metrics of your top-level tasks. By setting a filter, you can set screenful charts to display information about your subtasks, top-level tasks, or both.
You can track the metrics of your ClickUp as you would track the metrics of your top-level tasks. By setting a filter, you can set screenful charts to display information about your subtasks, top-level tasks, or both.
Creating charts from both ClickUp tasks and subtasks
You can create charts based on tour top-level tasks or subtasks. Here’s an example Task List that contains both tasks and subtasks of a ClickUp project:

The rightmost column shows the item type: Task or Subtask.
With the charts that support grouping, you can also group data by item type. This can be helpful if you want to track the number of tasks and subtasks in your data:

Here’s the resulting chart:

Creating charts from both ClickUp tasks and subtasks
You can create charts based on tour top-level tasks or subtasks. Here’s an example Task List that contains both tasks and subtasks of a ClickUp project:

The rightmost column shows the item type: Task or Subtask.
With the charts that support grouping, you can also group data by item type. This can be helpful if you want to track the number of tasks and subtasks in your data:

Here’s the resulting chart:

Rolling up values from subtasks
You can roll up values from subtasks by selecting Parent as the row in the Table chart.

Now each row in the table corresponds to the top-level task, and the metrics shown in columns are the summaries from the subtasks. For example, a column can show the total number of subtasks for a parent, the total number of completed subtasks, or the number of story points assigned to subtasks.

The columns are configurable, so you can roll up any available metrics from subtasks. The progress bar can be used to show the completion percentage of the subtasks. It can be added to the chart by applying a formula:

Here’s the final chart:

Rolling up values from subtasks
You can roll up values from subtasks by selecting Parent as the row in the Table chart.

Now each row in the table corresponds to the top-level task, and the metrics shown in columns are the summaries from the subtasks. For example, a column can show the total number of subtasks for a parent, the total number of completed subtasks, or the number of story points assigned to subtasks.

The columns are configurable, so you can roll up any available metrics from subtasks. The progress bar can be used to show the completion percentage of the subtasks. It can be added to the chart by applying a formula:

Here’s the final chart:

Filtering by subtasks
In the chart settings, you can include or exclude subtasks using the item type filter:

Clicking Set filter opens the filter modal:

When you select Subtask, the chart is filtered accordingly.
Similarly, you can also filter by subtasks’ parents (top-level tasks):

Filtering by subtasks
In the chart settings, you can include or exclude subtasks using the item type filter:

Clicking Set filter opens the filter modal:

When you select Subtask, the chart is filtered accordingly.
Similarly, you can also filter by subtasks’ parents (top-level tasks):

Learn more
Learn more
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Need help with setting up your charts and reports? Don't find a metric you are looking for? Book a call with our expert. We'd love to help you supercharge your reporting!
Book a free onboarding call
Need help with setting up your charts and reports? Don't find a metric you are looking for? Book a call with our expert. We'd love to help you supercharge your reporting!