Use dynamic cards to create custom views of your and your team's work and reporting.
Access to cards and canvases by user role
Overviews, Dashboards, and Home are canvases. Add cards to these canvases to create high-level Workspace, team, or personal views.
The following table shows access to cards and canvases by user role:
| Can guests access, create canvases, or add cards? | Can members, owners, and admins access, create canvases, or add cards? | |
| Overviews |
Yes. Guests have access to Overviews of Spaces, Folders, or Sprint Folders that have been shared with them. No. Guests can't add cards to Overviews. |
Yes. Members owners and admins can access and add cards to Overviews. |
| Dashboards and Dashboard views |
Yes. With view only permissions, guests can access Dashboards that have been shared with them. No. Guests can't create or add cards to Dashboards. |
Yes. Members, owners, and admins can access all public Dashboards and all private Dashboards that have been shared with them. Yes. Members, owners, and admins can add cards to public Dashboards. They can add cards to private Dashboards if they have edit or full permissions. |
| Home | Yes. Guests can access and add cards to Home. | Yes. Members, owners, and admins can access and add cards to Home. |
Card and canvas availability by plan
Some Dashboard and Overview cards are only available on Unlimited plans and up. Others are only available on Business plans and up. Free Forever plans have usage limits on the Dashboard and Overview cards that are available. There are no limits on Home cards.
The following table shows card and canvas availability by plan:
| Available on Free Forever Plans | Available on paid plans | |
| Overviews and Overview cards | Free Forever plans have a total limit of 100 uses. | Yes |
| Dashboards, Dashboard views, and Dashboard cards |
Free Forever plans have a total limit of 100 uses.
Take a look at our Dashboards feature limits and availability article to learn what counts as a use. |
Yes |
| Home and Home cards | Yes | Yes |
Cards available on each paid plan
Scroll down to the next table to see which Overview and Dashboard cards are available with limited usage on the Free Forever Plan.
The following table shows paid plan availability, available locations, a description, and export options for each card:
| Card | Card is available on these paid plans | Locations where the card can be added | Description |
Can be exported? Exporting cards is availble on Business plans and above. |
|---|---|---|---|---|
|
Action Report
|
Business plan and above |
|
Use the Sprint Action Report to track Sprint scope changes. Track tasks that were added, removed, re-estimated, and completed. Quickly see what work was not completed. | |
|
Activity view |
Unlimited plan and above |
|
Create an Activity view card to display activity on tasks, like comments and status changes. | |
|
Agenda |
Free Forever plan and above |
|
Use the Agenda card to 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 | Unlimited 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 |
Business plan and above |
|
Create a Completed Report card to display tasks completed by each assignee. | |
|
Cumulative Flow
|
Business plan and above |
|
Use Sprint Cumulative Flow cards to see the amount of work done at each stage in your Sprints. See your task completion progress over time. Our Sprint Velocity cards offer improved accuracy and performance enhancements! |
Can be exported in all formats. |
|
Custom Embed |
Business 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 |
Business 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) |
Business plan and above |
|
Choose an 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 |
Business 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 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. |
|
|
Milestones |
Business plan and above |
|
Create a List of Milestone task types. |
|
|
Most Popular |
Business plan and above |
|
Create a List of items trending in a location or the entire Workspace. | |
|
My Trending Work |
Business 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 |
Business plan and above |
|
Create a List of most recently created content. | |
|
Number of Tasks Closed |
Business plan and above |
|
Create a Number of Tasks Closed card to display tasks that are in Done, or Closed statuses. | |
|
Number of Tasks Completed |
Business plan and above |
|
Create a Number of Tasks Completed card to display tasks that are in Done status. | |
|
Number of Tasks in Progress |
Business 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 |
Unlimited plan and above |
|
Create a List of tasks that have any assigned comments. |
|
|
Overdue Tasks |
Business 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. |
Can be exported in all formats. |
| Portfolio |
Unlimited Plan and above |
|
Create a Portfolio card to categorize and track the progress of tasks. | |
|
Priority Breakdown (Three cards. Can display as a Pie, Battery, or Bar chart.) |
Business 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. |
Can be exported in all formats. |
|
Priority Over Time |
Business 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 |
Business plan and above |
|
Create a Priority Tasks card to display a List of urgent and high-priority tasks. | |
|
Recents |
Business 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 (Three cards. Can be displayed as a Pie, Battery, or Bar chart.) |
Business 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 (Three cards. Can be displayed as a Pie, Battery, or Bar chart.) |
Business 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 |
Business 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 |
Business plan and above |
|
Create a List of tasks due in the next 14 days. |
|
|
Text
|
Business plan and above |
|
Add rich text, and images, and use /Slash commands to add context to your Dashboard or Overview. |
|
| 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 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 Assigned (Not Completed) Tasks |
Business plan and above |
|
Create a Total Assigned (Not Completed) card to see the number of assigned but not completed tasks in a selected location. | |
| Total High Tasks | Business plan and above |
|
Create a Total High Tasks card to see the number of high-priority tasks in a selected location. | |
| Total Low Tasks | Business plan and above |
|
Create a Total Low Tasks card to see the number of low-priority tasks in a selected location. | |
| Total No Priority Tasks | Business plan and above |
|
Create a Total No Priority Tasks card to see the number of no-priority tasks in a selected location. | |
| Total Normal Tasks | Business plan and above |
|
Create a Total Normal Tasks card to see the number of normal- priority tasks in a selected location. | |
| Total Time in Status | Business plan and above |
|
The Total time in Status card allows you to view the cumulative time that tasks have spent in specific statuses. | Can be exported in all formats. |
|
Total Unassigned Tasks |
Business plan and above |
|
Create a Total Unassigned Tasks card to see the number of unassigned tasks in a selected location. | |
|
Total Urgent Tasks |
Business plan and above |
|
Create a Total Urgent Tasks card to see the total amount of urgent tasks by 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. |
|
Workload by Status (Three cards. Can be displayed as a Pie, Battery, or Bar chart.) |
Business plan and above |
|
Create a Pie, Battery, or Bar chart of your statuses across locations. |
|
| 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. |
Cards on Free Forever Plans with limited availability
All Home cards are available on the Free Forever Plan.
- Dashboards and Dashboard views
Take a look at our Dashboards feature limits and availability article to learn what counts as a use. - Overviews and Dashboard cards
The following table shows the cards available with limited uses on the Free Forever Plan:
| Cards available with limited uses on the Free Forever Plan | Locations where the card can be added | Description |
|---|---|---|
| Activity view |
|
Create an Activity view card to display activity on tasks, like comments and status changes. |
| Battery Chart |
|
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. |
| Billable Report |
|
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. |
|
Bookmarks |
|
Use the Bookmarks card to pin any internal or external URL to an Overview. Thirty URLs can be added per card. |
| Calculation |
|
Create a Custom Calculation card to calculate sums, averages, and more for your tasks. |
| Completed Report |
|
Create a Completed Report card to display tasks completed by each assignee. |
| Custom Embed |
|
Create a Custom Embed card to display anything via URL or HTML. |
| Discussion |
|
Create a Discussion card to communicate with clients or anyone else using your Dashboard. |
|
Embed apps
|
|
Choose an Embed cards to display content from these apps:
These other Embed cards are available with full usage:
|
| Milestones |
|
Create a List of Milestone task types. |
|
Most Popular |
|
Create a List of items trending in a location or the entire Workspace. |
|
My Trending Work |
|
Create a List of trending tasks assigned to you. |
|
New Content |
|
Create a List of most recently created content. |
|
Number of Tasks Closed |
|
Create a Number of Tasks Closed card to display tasks that are in Done, or Closed statuses. |
|
Number of Tasks Completed |
|
Create a Number of Tasks Completed card to display tasks that are in Done status. |
|
Number of Tasks in Progress |
|
Create a Number of Tasks in Progress card to display tasks that are in Done, Closed, or Not Started statuses. |
|
Overdue Tasks |
|
Create a List of overdue tasks. |
| Portfolio |
|
Create a Portfolio card to categorize and track the progress of tasks. |
|
Priority Breakdown (Three cards. Can display as a Pie, Battery, or Bar chart.) |
|
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 Tasks |
|
Create a Priority Tasks card to display a List of urgent and high-priority tasks. |
|
Recents |
|
Create a List of all the ClickUp items and locations you've recently viewed. For example, Docs or Folders. |
|
Resources |
|
See files uploaded to a Space, Folder, or Sprint Folder. |
|
Tag Usage (Three cards. Can be displayed as a Pie, Battery, or Bar chart.) |
|
Create a Tag Usage card to see which tags are used across any location. Display the data as a Pie, Battery, or Bar chart. |
| Tag Usage Over Time |
|
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. |
|
Tasks by Assignee (Three cards. Can be displayed as a Pie, Battery, or Bar chart.) |
|
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. |
|
Task List |
|
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 |
|
Create a List of tasks due in the next 14 days. |
|
Text |
|
Add rich text, and images, and use /Slash commands to add context to your Dashboard or Overview. |
| Time Estimated (legacy) |
|
Create a Time Estimated (legacy) card to identify tasks with time estimates. |
| Time Reporting |
|
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. |
| Time Tracked (legacy) |
|
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 Assigned (Not Completed) Tasks |
|
Create a Total Assigned (Not Completed) card to see the number of assigned but not completed tasks in a selected location. |
|
Total High Tasks |
|
Create a Total High Tasks card to see the number of high-priority tasks in a selected location. |
| Total Low Tasks |
|
Create a Total Low Tasks card to see the number of low-priority tasks in a selected location. |
|
Total No Priority |
|
Create a Total No Priority Tasks card to see the number of no-priority tasks in a selected location. |
|
Total Normal Tasks |
|
Create a Total Normal Tasks card to see the number of normal-priority tasks in a selected location. |
|
Total Unassigned Tasks |
|
Create a Total Unassigned Tasks card to see the number of unassigned tasks in a selected location. |
|
Total Urgent Tasks |
|
Create a Total Urgent Tasks card to see the total amount of urgent tasks by location. |
| Worked On |
|
Create a Worked On card to see which tasks each person has been active in. |
|
Workload by Status (Three cards. Can be displayed as a Pie, Battery, or Bar chart.) |
|
Create a Pie, Battery, or Bar chart of your statuses across locations. |
| Workspace Points |
|
Create a Workspace Points card to see who's communicating and working on tasks. |
| Who's Behind |
|
Create a Who's Behind card to see who's behind on notifications and overdue tasks. |