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.

Access Dashboards Hub

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

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.

Dashboards Hub sidebar

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.

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

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

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.

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.