Create charts using subtasks

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:

Task-list with issues and sub-issues

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:

Add new chart screen group by item type

Here’s the resulting chart:

Resulting chart: Issues vs sub-issues

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:

Task-list with issues and sub-issues

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:

Add new chart screen group by item type

Here’s the resulting chart:

Resulting chart: Issues vs sub-issues

Rolling up values from subtasks

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

Select parent in rows in add new 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.

Different columns for issues

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:

Applying a formula modal

Here’s the final chart:

Resulting chart

Rolling up values from subtasks

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

Select parent in rows in add new 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.

Different columns for issues

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:

Applying a formula modal

Here’s the final chart:

Resulting chart

Filtering by subtasks

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

Set filter

Clicking Set filter opens the filter modal:

Select filter conditions

When you select Subtask, the chart is filtered accordingly.

Similarly, you can also filter by subtasks’ parents (top-level tasks):

Select filter conditions filtering issue

Filtering by subtasks

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

Set filter

Clicking Set filter opens the filter modal:

Select filter conditions

When you select Subtask, the chart is filtered accordingly.

Similarly, you can also filter by subtasks’ parents (top-level tasks):

Select filter conditions filtering issue

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!

Click here to schedule the onboarding call.

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!

Click here to schedule the onboarding call.