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Dashboards Hub

Use the Dashboards Hub to organize, search, and create Dashboards from one centralized location. Dashboard views are also accessible from the Dashboards Hub. 

Dashboards in the Hub are organized into three cards and a table. The cards and the table have various filters and actions that you can use to manage your Dashboards.

Screenshot of Dashboards Hub.

What you'll need

  • The Dashboards Hub is available on all ClickUp plans.
    • Unlimited uses of Dashboards are available on the Unlimited Plan and above.
  • Everyone, including guests, can use the Dashboards Hubs.
    • Guests can see Dashboards that have been shared with them in the Dashboards Hub.
    • Guests cannot create, edit, or delete Dashboards from the Dashboards Hub.

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Access Dashboards Hub in ClickUp 4.0

In your Global Navigation, select Dashboards.

If you don't see Dashboards in your Global Navigation:

  1. Click More.
  2. Select Dashboards.
  3. To keep Dashboards visible in your Global Navigation, pin it.

Dashboards Hub quick actions in ClickUp 4.0

Hover over Dashboards in your Global Navigation:

  • To hide Dashboards Hub from your Global Navigation, click the unpin icon.
  • Click the plus icon to create a Dashboard.
  • View your most recent Dashboards. Click View all to open Dashboards Hub.

Access Dashboards Hub in ClickUp 3.0

The Dashboards Hub is pinned to the Sidebar by default. If you don't see it:

  1. From the Sidebar, click More.
  2. Select Dashboards.

To unpin the Dashboards Hub:

  1. From the Sidebar, click More.
  2. Click the pin icon next to Dashboards.

Dashboards Hub sidebar in ClickUp 4.0

In ClickUp 4.0, the Dashboards Hub sidebar includes:

  • Pages
  • Sections

Screenshot of the Dashboards Hub sidebar.

Dashboards Hub sidebar pages

Each page displays Dashboards in a table.

The Dashboards Hub sidebar includes the following pages:

  • All Dashboards: View all the Dashboards you have access to in your Workspace.
  • Created by me: Dashboards you've created.
  • Shared with me: Private Dashboards other people have shared with you.
  • Private: Dashboards you've created that are private.

Dashboards Hub sidebar sections

Each section displays a list of Dashboards. Click on a Dashboard's name to open it.

The Dashboards Hub sidebar includes the following sections:

  • Favorites: Dashboards added to your favorites.
  • Recents: Dashboards you've accessed recently.

Dashboards Hub tabs in ClickUp 3.0

To quickly find the Dashboard you need, use the four filter tabs in the Dashboard Hubs table.

Tab name Description
All All Dashboards in the Workspace that you have permission to see.
Shared Dashboards that have been shared with you and Dashboards that you shared with others.
Private Dashboards that only you can see.
Workspace Dashboards that are shared with the entire Workspace.

Screenshot of the four tabs available in the Dashboards Hub table.

Dashboards Hub cards in ClickUp 3.0

Use cards to quickly locate the Dashboards you're looking for. Cards allow you to find your recent and favorite Dashboards, as well as Dashboards created by you.

Screenshot of the three Dashboards Hub cards.

There are three Dashboards Hub cards:

  • Recent: Dashboards you've recently opened.
  • Favorites: Dashboards you've added to your favorites.
  • Created by Me: Dashboards you've created.

Dashboards cannot be shared or edited from cards.

Use Dashboards Hub cards

Hover over any Dashboard to take the following actions:

  • Open in new tab: Open the Dashboard in a new tab.
  • Copy URL: Copy the URL of the Dashboard.

Screenshot highlighting the 'open in new tab' and 'copy URL' options when hovering over cards in Dashboards Hub.

Customize columns

The Name column is required in the Dashboards Hub table. You can choose to show or hide all other columns.

To show or hide columns:

  1. To the far right of your columns, click the + icon.
  2. Choose which columns to show or hide by clicking the toggle on or off.

To reorganize the order of the columns:

  1. Hover over the column.
  2. To move it, click and hold the drag handle.

Available columns

You can show or hide the following columns in the Dashboards Hub table:

Column name Description
Name The Dashboard's name. This column can't be hidden. 
Location The location of the Dashboard in your Workspace. If there's no location, the Dashboard is in Dashboards Hub not in a List. 
Date viewed When this Dashboard was last opened. Hover over the row in this column to see what time it was opened. 
Date created The date the Dashboard was created. Hover over the row in this column to see what time it was created.
Date updated The date the Dashboard was last updated. Hover over the row in this column to see what time it was last updated.
Owner The person who created the Dashboard.
Sharing People the Dashboard has been shared with. Members can click any avatar in this column to open sharing options.

Sort by column

Sort columns to organize your Workspace's Dashboards in a way that makes sense to you. Sorting settings are saved per person, not for the whole Workspace. 

The following columns in the Dashboards Hub table can be sorted:

  • Name
  • Date viewed
  • Date updated
  • Date created 

To sort by a column, click its header. Click it again to change the sort direction.

The arrow to the right of the column header indicates which direction the column is sorted. You can sort by one column at a time.

Create a Dashboard

To create a new Dashboard from Dashboards Hub:

  1. In the upper-right corner, click New Dashboard.
  2. Select a template or select Create custom Dashboard to create an empty one.
  3. Add cards to customize your Dashboard.

Dashboard templates in ClickUp 4.0

In ClickUp 4.0, Dashboards Hub includes a templates section that displays helpful Dashboard templates.

Click a template to create a new Dashboard using the template.

Screenshot of the options to create Dashboards and use Templates from Dashboards Hub.

Search for Dashboards in ClickUp 4.0

To search for a Dashboard by name, from any page in Dashboards Hub:

  1. In the upper-right, click Search.
  2. Type in the name of a Dashboard.
  3. The table is filtered to display matching Dashboards.
Screenshot of the filtered view of Dashboards.

Search for Dashboards in ClickUp 3.0

To search for Dashboards:

  1. In the upper-right corner, click Search Dashboards.
  2. The AI Command Bar will open with the Dashboards filter automatically enabled.
  3. Search for the Dashboard by its name.

Copy, favorite, and rename Dashboards

From Dashboards Hub, hover over a Dashboard to:

  • Copy link: Copy a link to the Dashboard.
  • Favorite: Add the Dashboard to your favorites.
  • Rename: Rename the Dashboard.

Access the Dashboard settings menu

You can access the Dashboard settings menu for each Dashboard.

From Dashboards Hub:

  • Right-click on a Dashboard.
  • On the far-right, click the ellipsis ... icon.