Add cards to your Overviews to create a high-level view that makes sense for your Workspace.
What you'll need
- Overviews are available on every plan.
- Guests only have access to Overviews of Spaces, Folders, or Sprint Folders that have been shared with them.
- Guests can be invited to specific Dashboards with view only permissions.
Add cards to an Overview
Take a look at our Intro to cards article to see which cards can be added to an Overview.
To add cards to an Overview:
- Open an Overview.
- From the Add card modal, browse or search for a card.
Add and use Overview cards
Overview cards are prebuilt and designed to show specific items from your Workspace. After you select the card, it automatically populates with data from that location.
Following is more info about Overview cards:
Resources cards
The Resources card shows files uploaded to the Attachments card in the Space or Folder.
The following table details which actions are available from the card:
| Card | Required card? | Actions |
|
Resources |
No
To add this card, select it from the Overview tab of the Add card modal. |
Open file: Click the file's name. View card in full screen: In the upper-right corner of the card, click the double-arrow icon. Delete card: In the upper-right corner of the card, click the ellipsis ... icon and choose an option. Drop files: Drag and drop files into the card from your device. Add files: In the upper-right corner of the card, click the plus icon. Select one of the following options:
Attachment info: Hover over the file's name to see when the file was added or last modified. The icon of the person who modified it displays to the right of the file name. Edit, Download, Delete, or Open the file: Hover to the right of the file's name and click the icon. The Open option opens external files in the file's app. |
Doc cards
The Docs card shows any Docs attached to the Space or Folder.
The following table details which actions are available from the card:
| Card | Required card? | Actions |
|
Docs
|
No
To add this card, select it from the Overview tab of the Add card modal. |
Open Doc: Click the Doc's name. Open in new tab or Copy link: Hover to the right of the Doc's name and click the icon. View card in full screen: In the upper-right corner of the card, click the double-arrow icon. Duplicate card or Delete card: In the upper-right corner of the card, click the ellipsis ... icon and choose an option. Create a new Doc: In the upper-right corner of the card, click the plus icon to create a Doc in the Sidebar or as a view. Doc location: To the right of the Doc's name, hover over the location preview to see the exact location. |
Bookmarks cards
Bookmarks cards can also be used in Dashboards!
Use the Bookmarks card to pin any internal or external URL to an Overview. Thirty URLs can be added per card.
The following table details which actions are available from the card:
| Card | Required card? | Actions |
|
Bookmarks (beta)
|
No
To add this card, select it from the Overview tab of the Add card modal. |
Open bookmark: Click the bookmark's name. View card in full screen: In the upper-right corner of the card, click the double-arrow icon. In full screen, you can hover over a bookmark's name and use the hand icon to reorder the bookmarks. Add a bookmark: Click the plus icon. Then paste a link to any ClickUp item or a web URL into the Add a bookmark modal. Duplicate card or Delete card: In the upper-right corner of the card, click the ellipsis ... icon and choose an option. Copy bookmark's link, Edit bookmark info, or Remove bookmark: Hover in the upper-right corner of the bookmark, click the ellipsis ... icon, and choose an option. Duplicate card or Delete card: In the upper-right corner of the card, click the ellipsis ... icon and choose an option. |
Recents cards
The Recents card shows any items or views you recently opened within the Space or Folder. Your most recent items appear at the top.
The following table details which actions are available from the card:
The following table details which actions are available from the card:
| Card | Required card? | Actions |
|
Recent
|
No
To add this card, select it from the Overview tab of the Add card modal. |
Open item: Click the item's name. Open in new tab or Copy link: Hover to the right of the item's name and click the icon. View card in full screen: In the upper-right corner of the card, click the double-arrow icon. Duplicate card or Delete card: In the upper-right corner of the card, click the ellipsis ... icon and choose an option. |
Folders cards
The Folders card shows Folders within the Space. It is automatically included in Space-level Overviews.
You can't delete or add this card.
The following table details which actions are available from the card:
| Card | Required card? | Actions |
|
Folders
|
This card is required only at the Space level. |
Open Folder: Click the Folder's name. View card in full screen: In the upper-right corner of the card, click the double-arrow icon. Create a Folder: In the upper-right corner of the card, click the plus icon to create a Folder. |
Lists cards
The Lists card is automatically included in Folder-level Overviews.
You can also add it at the Space level. The Lists card shows any Lists within a Space or Folder.
Lists within Folders only appear on the parent Folder's overview. Lists within Folders do not appear in the Space overview.
The following table details which actions are available from the card:
| Card | Required card? | Actions |
| Lists | This card is required only at the Folder level. |
Open List: Click the List's name. View card in full screen: In the upper-right corner of the card, click the double-arrow icon. Show columns: Use List columns to see and sort task info. To use List columns in a List card:
Sort columns: Hover over a column and click the arrows to change the sort order. Create a List: In the lower-left corner, click +New List to create a List. |
Minimize, maximize, move, and rename cards
You can minimize, maximize, move, and rename any card on an Overview.
Minimize or maximize
To minimize or maximize a card, hover over the card's edges and drag the arrow in or out.
Move
To move a card:
- Hover around the edges of the card until you see the hand icon.
- Drag the card in any direction.
Rename
To rename a card:
- In the upper-left corner, click the card's name.
- Type a new name.