Plan and track your team’s progress and workload more efficiently by combining the power of Lucid Cards with organizers such as Dynamic Tables and Timelines. Automatically generate visual representations of your current or upcoming sprint with data from Lucid Cards and reporting shapes such as progress bars, ownership charts, and workload trackers. These features provide valuable insights for everyone, especially Agile teams. Read this article to learn more.

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Set up your workspace

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

Add a supported organizer shape to the board. These include:
Add one or more Lucid Cards to the organizer shape.
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.

Learn more: For information about how to add organizers and use Lucid Cards, check out the articles linked in the steps above.

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. Follow these steps to add a progress bar:

Select the Dynamic Table, Timeline, Frame, or Container.
- For Dynamic Tables and Timelines, hover your cursor over them, then select Dynamic Table or Timeline in the top-left corner.
- For Frames and Containers, click anywhere on the Frame or Container.
Select the Planning and tracking icon from the context menu that appears.
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. Follow these steps to add an ownership chart:

Select the Dynamic Table, Timeline, Frame, or Container.
- For Dynamic Tables and Timelines, hover your cursor over them then select Dynamic Table or Timeline in the top-left corner.
- For Frames and Containers, click anywhere on the Frame or Container.
Select the Planning and tracking icon from the context menu that appears.
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:

Hover your cursor over a Dynamic Table.
Click Dynamic Table in the top-left corner.
Select the Planning and tracking icon from the context menu that appears.
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.

Note: The workload tracker can only be added to a Dynamic Table. It is not supported for other organizers such as Timelines, Frames, or Containers.

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:

Select a progress bar or ownership chart from your board.
Click the Edit report icon from the context menu that appears.
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.

Note: Customizations are not available for the workload tracker.

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