Use dynamic cards to create custom views of your and your team's work and reporting.
What you'll need
- Access to cards varies by plan type and user role.
- Guests only have access to Dashboards that have been shared with them.
- Guests cannot create Dashboards.
- Guests only have access to Overviews of Spaces, Folders, or Sprint Folders that have been shared with them.
- Everyone has access to and can customize Home.
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 article Intro to Overviews cards to learn which cards are available.
Dashboard cards
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 article Intro to Dashboard cards to learn which cards are available.
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.
Take a look at our article Intro to Home to learn which cards are available.
Add a card
To add a card to an Overview or Dashboard:
- Open an Overview or create or open an existing Dashboard.
- In the upper-right corner, click Add card.
- From an Overview, in the Add card modal select Overview and choose a card.
- From a Dashboard, in the Add card modal search or browse for a card.
Browse for a card
These card categories can be used on Dashboards, Overviews, or both canvases.
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.
To add a card to Home:
Home card types are unique to Home.
- Open Home.
- In the upper-right corner, click Manage cards.
- In the Add Cards modal in the upper-right corner of the card, click Add to Home.
Cards available on each plan
Some cards are only available on certain plans.
The following table shows plan availability, available locations, a description, and export options for each card:
| Card | Card is available on these plans | Locations where the card can be added | Description | Can be exported |
|---|---|---|---|---|
|
Activity view |
Free Forever plan and above |
|
Create an Activity view card to display activity on tasks, like comments and status changes. | |
|
Agenda |
Free Forever plan and above |
|
Visualize tasks and events on your different calendars in one place. |
|
|
AI StandUp |
Free Forever plan and above |
|
Create an AI-generated StandUp. |
|
|
Assigned Comments |
Free Forever plan and above |
|
Resolve and view your assigned comments. |
|
|
Assigned to me |
Free Forever plan and above |
|
Consolidate tasks from different Lists that are assigned to you. |
|
|
Bar Chart |
Business plan and above
|
|
Create a Custom Bar Chart card using data from your Workspace. Set up a rolling time period so the card automatically continues to report on the same period. Every five days, for example. |
Can be exported in all formats. |
|
Battery Chart |
Business plan and above |
|
Create a Custom Battery Chart using data from your Workspace. This card has most of the same settings as the Pie Chart. Take a look at our Pie Chart card article to learn about these settings. Use drill-down view to see more detail. |
Can be exported in all formats. |
| Billable Report | Business plan and above |
|
Create a Billable Report card to display all your billable time entries. Set up a rolling time period if you want the card to automatically continue to report on the same period. Every five days, for example. |
Can be exported in CSV format only. |
| Bookmarks | Free Forever plan and above |
|
Use the Bookmarks card to pin any internal or external URL to an Overview. Thirty URLs can be added per card. |
|
| Calculation | Business plan and above |
|
Create a Custom Calculation card to calculate sums, averages, and more for your tasks. | |
|
Completed Report |
Free Forever plan and above |
|
Create a Completed Report card to display tasks completed by each assignee. | |
|
Custom Embed |
Free Forever plan and above |
|
Create a Custom Embed card to display anything via URL or HTML. | |
| Cycle time | Business plan and above |
|
Create a Cycle time card to track the average length of time it takes for a task to be completed after it's been placed in Active status. Set up a rolling time period if you want the card to automatically continue to report on the same period. Every five days, for example. Though Cycle time cards are often used by teams working in sprints, Cycle time is a helpful tool for any type of workflow. |
Can be exported in all formats. |
|
Discussion |
Free Forever plan and above |
|
Create a Discussion card to communicate with clients or anyone else using your Dashboard. | |
|
Docs |
Free Forever plan and above |
|
See a List of your recently created ClickUp Docs. |
|
|
Embed apps (15 cards) |
Free Forever plan and above |
|
Choose one of the other Embed cards to display content from these apps:
|
|
| Folders | Free Forever plan and above |
|
The Folders card shows Folders within the Space. It is automatically included in Space-level Overviews. |
|
|
Goals |
Free Forever plan and above |
|
Create a Goals card to see and edit team metrics like Goals and Targets. | |
| Lead time | Business plan and above |
|
Create a Lead time card to track the average length of time it takes for a task to be completed after it's created. Set up a rolling time period if you want the card to automatically continue to report on the same period. Every five days, for example. Though Lead time cards are often used by teams working in sprints, Lead time is a helpful tool for any type of workflow. |
Can be exported in all formats. |
| Line Chart |
Business plan and above |
|
Create a Custom Line Chart card using data from your Workspace. Set up a rolling time period if you want to the card to automatically continue to report on the same period. Every five days, for example. |
Can be exported in all formats. |
|
LineUp |
Free Forever plan and above |
|
Prioritize your most important tasks in one List. |
|
| Lists | Free Forever plan and above |
|
The List card is automatically included in Folder-level Overviews. |
|
|
Milestone tasks |
Free Forever plan and above |
|
Create a List of Milestone task types. |
|
|
Most Popular |
Free Forever plan and above |
|
Create a List of items trending in a location or the entire Workspace. | |
|
My Trending Work |
Free Forever plan and above |
|
Create a List of trending tasks assigned to you. | |
|
My Work |
Free Forever plan and above |
|
Create a List for all your assigned tasks and reminders. |
|
|
New Content |
Free Forever plan and above |
|
Create a List of most recently created content. | |
|
Number of Tasks Closed |
Free Forever plan and above |
|
Create a Number of Tasks Closed card to display tasks that are in Done, or Closed statuses. | |
|
Number of Tasks Completed |
Free Forever plan and above |
|
Create a Number of Tasks Completed card to display tasks that are in Done status. | |
|
Number of Tasks in Progress |
Free Forever plan and above |
|
Create a Number of Tasks in Progress card to display tasks that are in Done, Closed, or Not Started statuses. | |
|
Open Assigned Comments |
Free Forever plan and above |
|
Create a List of tasks that have any assigned comments. |
|
|
Overdue Tasks |
Free Forever plan and above |
|
Create a List of overdue tasks. |
|
|
Personal List |
Free Forever plan and above |
|
Keep track of your personal tasks in a List only visible to you. |
|
| Pie Chart | Business plan and above |
|
Create a Custom Pie Chart card using data from your Workspace. Use drill-down view to see more detail. |
|
| Portfolio |
Unlimited Plan and above |
|
Create a Portfolio card to categorize and track the progress of tasks. | |
|
Priority Breakdown |
Unlimited plan and above |
|
Create a Priority Breakdown card to group the tasks from a selected location by all Priorities, including None. Display the data as a Pie, Battery, or Bar chart. |
|
|
Priority Over Time |
Free Forever plan and above |
|
Create a Priority over Time card to see task distribution over a set range of time. |
Can be exported in all formats. |
|
Priority Tasks |
Free Forever plan and above |
|
Create a Priority Tasks card to display a List of urgent and high-priority tasks. | |
|
Recents |
Free Forever plan and above |
|
Create a List of all the ClickUp items and locations you've recently viewed. For example, Docs or Folders. |
|
|
Reminders |
Free Forever plan and above |
|
Organize your reminders. |
|
|
Resources |
Free Forever plan and above |
|
See files uploaded to a Space, Folder, or Sprint Folder. |
|
| Search | Business plan and above |
|
Use Search cards to create a dynamic list of items from your Workspace and connected apps. Then, using keywords you can search the items for specific info. |
|
| Sprint Burndown | Business plan and above |
|
Create a Sprint Burndown card to accurately visualize the amount of work being completed in one Sprint. Legacy Sprint cards cannot be added to Overviews. |
|
| Sprint Burnup | Business plan and above |
|
Create a Sprint Burnup card to track scope change over the course of one Sprint. Legacy Sprint cards cannot be added to Overviews. |
|
| Sprint Velocity Chart | Business plan and above |
|
Create a Sprint Velocity Chart card to plan your team's upcoming Sprints accurately. Legacy Sprint cards cannot be added to Overviews. |
|
| Status Over Time | Business plan and above |
|
Create a Status Over Time card to see how many tasks are in each status within a specific time range. Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example. |
Can be exported in all formats. |
|
Tag Usage |
Free Forever plan and above |
|
Create a Tag Usage card to see which tags are used across any location. Display the data as a Pie, Battery, or Bar chart. | Can be exported in all formats. |
| Tag Usage Over Time | Business plan and above |
|
Create a Tag Usage Over Time card to display the number of each of a location's tags are used over a selected range of time. Set up a rolling time period if you want to the card to automatically continue to report on the same span of time. Every five days, for example. |
Can be exported in all formats. |
|
Tasks by Assignee |
Free Forever plan and above |
|
Create a Tasks by Assignee card to see the total number of tasks assigned to a person in a selected location. Display the data as a Pie, Battery, or Bar chart. |
Can be exported in all formats. |
|
Task List |
Free Forever plan and above |
|
Create a Task List card to display a List view from any location. To show subtasks in the Task List, set subtasks to display As separate tasks. |
|
|
Tasks Due Soon |
Free Forever plan and above |
|
Create a List of tasks due in the next 14 days. |
|
| Time Estimated (legacy) | Unlimited Plan and above |
|
Create a Time Estimated (legacy) card to identify tasks with time estimates. | |
| Timesheet | Business plan and above |
|
Create a Timesheet card to track time task assignees' time over a selected period. Set up a rolling time period if you want to the card to automatically continue to report on the same period. Every five days, for example. |
Can be exported in CSV format only. |
| Time Reporting | Unlimited Plan and above |
|
Create a Time Reporting card to display all of your time entries. Set up a rolling time period if you want to the card to automatically continue to report on the same period. Every five days, for example. |
Can be exported in CSV format only. |
| Time Tracked (legacy) | Unlimited Plan and above |
|
Create a Time Tracked (legacy) card to see the total amount of time each person in your Workspace has tracked. Set up a rolling time period if you want to the card to automatically continue to report on the same period. Every five days, for example. |
|
|
Total Unassigned Tasks |
Free Forever plan and above |
|
Create a Total Unassigned Tasks card to see the number of unassigned tasks in a selected location | |
| Worked On | Unlimited Plan and above |
|
Create a Worked On card to see which tasks each person has been active in. |
Can be exported in CSV format only. |
| Workspace Points | Unlimited Plan and above |
|
Create a Workspace Points card to see who's communicating and working on tasks. | |
| Who's behind | Unlimited Plan and above |
|
Create a Who's Behind card to see who's behind on notifications and overdue tasks. |