Measure progress and track workload in Lucid

Set up your workspace

There are a few steps you need to take before adding a reporting shape to your Lucidspark board:

1. Add a supported organizer shape to the board. These include:
   • Dynamic Tables
   • Timelines
   • Frames
   • Containers
2. Add one or more Lucid Cards to the organizer shape.
3. Select a Lucid Card and click the Edit details icon to add relevant information.
   • To get the full power of reporting shapes, add at least an assignee, estimate, and status.

Measure progress

Using reporting shapes like the progress bar, you can get a quick visual of where your team is at on various tasks, allowing you to discuss progress internally or report back to external stakeholders. To learn how to add a progress bar, continue to the next section.

Add a progress bar

Use a progress bar to see a breakdown of story point values and statuses in a group of Lucid Cards. To use this feature you need to have Lucid Cards—with both statuses and estimates—placed in an organizer like a Dynamic Table, Timeline, Frame, or Container. 

The steps to add a progress bar differ between container types. Check out the steps below for more details.

Dynamic Tables and Timelines: Follow the steps below to add a progress bar to a Dynamic Table or Timeline.

1. Select a Dynamic Table or Timeline.
2. Click Planning from the options at the top of the Dynamic Table or Timeline.
   • Depending on the size of your Dynamic Table or Timeline, this may appear as the Planning icon.
3. Click Add progress bar.

Frames and Containers: Follow the steps below to add a progress bar to a Frame or Container.

1. Click anywhere on a Frame or Container.
2. Select the Planning and tracking icon from the context menu that appears.
3. Click Add progress bar.

A progress bar will be generated and added to the canvas. The totals displayed in the progress bar are calculated using the sum of the estimates (story points) associated with each status.

The progress bar is dynamic and updates automatically as Lucid Cards are added, updated, or removed.

Track workload

Using reporting shapes like the ownership chart and workload tracker, you can get a quick visual of your team's bandwidth and responsibilities, allowing you to make more informed decisions when assigning tasks. To learn how to add an ownership chart or workload tracker, continue to the next sections.

Add an ownership chart

Use an ownership chart to see a breakdown of story point values for each assignee in a group of Lucid Cards. To use this feature, you need to have Lucid Cards—with both assignees and estimates—placed in an organizer like a Dynamic Table, Timeline, Frame, or Container. 

The steps to add an ownership chart differ between container types. Check out the steps below for more details.

Dynamic Tables and Timelines: Follow the steps below to add an ownership chart to a Dynamic Table or Timeline.

1. Select a Dynamic Table or Timeline.
2. Click Planning from the options at the top of the Dynamic Table or Timeline.
   • Depending on the size of your Dynamic Table or Timeline, this may appear as the Planning icon.
3. Click Add ownership chart.

Frames and Containers: Follow the steps below to add an ownership chart to a Frame or Container.

1. Click anywhere on a Frame or Container.
2. Select the Planning and tracking icon from the context menu that appears.
3. Click Add ownership chart.

A chart will be generated and added to the canvas. The data displayed in the ownership chart is calculated using the sum of the estimates (story points) associated with each assignee.

The ownership chart is dynamic and updates automatically as Lucid Cards are added, updated, or removed.

Add a workload tracker

Use a workload tracker to see a breakdown of story point values for each column of a Dynamic Table. To use this feature you need to have Lucid Cards with estimates placed in a Dynamic Table. Follow these steps to add a workload tracker:

1. Select a Dynamic Table or Timeline.
2. Click Planning from the options at the top of the Dynamic Table or Timeline.
   • Depending on the size of your Dynamic Table or Timeline, this may appear as the Planning icon.
3. Toggle “Show workload tracker” on.

Sums for the total number of estimates (story points) contained in each column of the Dynamic Table will be added to the top.

Workload tracker sums are dynamic and update automatically as Lucid Cards are added, updated, or removed.

Customize a reporting shape

After you have generated a reporting shape such as a progress bar or ownership chart, you can customize its appearance to fit your team’s needs. To do so, follow these steps:

1. Select a progress bar or ownership chart from your board.
2. Click the Edit report icon from the context menu that appears.
3. Adjust the report details as needed.

Customization options
When adjusting report details, you can:

• Click the eye icon to hide the report title or description.
• Change the type of chart that appears in the report.
• Drag the slider to adjust the chart’s thickness.
• Determine whether the chart uses card count or estimate to generate totals.
• Determine whether the chart represents status or assignee.
• Adjust the order of each portion of the chart by dragging the six-dot icon.
• Click the fill color circle next to each category to change the color.
• Click the eye icon next to a specific category on the chart to hide it.
• Determine whether the chart totals show a numerical count or a percentage.
• Click the eye icon to hide the chart’s units.

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