Intro to cards

Use dynamic cards to create custom views of your and your team's work and reporting.

 

Dashboard feature availability and limits vary by plan and user role. Learn more

Overview, Dashboard card availability and limits vary by plan and user role. Learn more

 

Cards and canvases

Overviews, Dashboards, and Home are canvases. Add cards to these canvases to create high-level Workspace, team, or personal views. 

Some cards can be added to either a Dashboard or Overview. Home cards can only be added to Home.  

Overview cards

An Overview is a high-level Space, Folder, or Sprint Folder view you can organize using cards. For example, create bookmarks from ClickUp items or any web URL. 

Take a look at our Cards feature availability and limits article to see all the cards available for Overviews. 

Take a look at our Overviews article to learn about Overview cards in detail. 

Dashboard cards

Screenshot of the Add Card modal.

Dashboards use cards to create a reporting view. For example, display a chart of total tasks in a location by assignee. 

Take a look at our Cards feature availability and limits article to learn which cards are available for Dashboards. 

Home cards

Home is your personal hub. Use cards to organize and track your work. For example, create a personal List visible only to you to keep track of your tasks. 

IntroToCardsHomeCards.png

Take a look at our Intro to Home article to learn which Home cards are available. 

Add a card to an Overview or Dashboard

To add a card to an Overview or Dashboard:

  1. Open an Overview. Or create or access an existing Dashboard. 
  2. In the upper-right corner, click Add card
  3. In the Add card modal search or browse for a card.  

Browse for Overview and Dashboard cards

The Add card modal is organized into the following card categories:

  • Featured: Don't know where to start? Browse through our newest and most popular cards. 
  • Overview: When you're in an Overview, this category displays some helpful cards.  
  • Custom: Create various charts and other customizable cards. 
  • Sprints: Report on and visualize your team's sprint progress.
  • Statuses: See insights into how statuses are used throughout your Workspace.
  • Tags: See an overview of how tags are used in your Workspace.
  • Assignees: See the number of tasks each person or Team is working on.
  • Priorities: See a high-level overview of tasks by the level of importance.
  • Time Tracking: Visualize your team's tracked time.
  • Tables: Create tables showing task and team member activity.
  • Embed and Apps: Pull in information from other apps and websites.

Add a card to Home

To add a card to Home:

Home card types are unique to Home. 

  1. Open Home
  2. In the upper-right corner, click Manage cards
  3. In the Add Cards modal in the upper-right corner of the card, click Add to Home.

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