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:
| Canvas | 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. Guests will only see cards on a Dashboard if they have access to the tasks, Lists, or Folders included in the card. Yes. Guests can use drill down view. |
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 use limits by plan
Free Forever plans have use limits on the Dashboard and Overview cards. There are no use limits on Home cards.
The following table shows card and canvas use limits by plan:
| Use limits on Free Forever Plan | Use limit on paid plans | |
| Overviews and Overview cards | 100 uses | Unlimited |
| Dashboards, Dashboard views, and Dashboard cards |
100 uses
|
Unlimited |
| Home and Home cards | Unlimited | Unlimited |
Cards available on each paid plan
Specific cards are only available on the Unlimited Plan or Business Plan and above. Some cards are available on the Free Forever Plan with use limits so you can try them before upgrading.
The following table shows plan availability, available locations, and a description for each card:
| Card |
Free Forever Plan |
Paid Plan |
Locations where the card can be added | Description |
|---|---|---|---|---|
|
Sprint Task Report
|
Not available | Business Plus Plan and above |
|
Use the Sprint Task 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 |
Limited uses | Unlimited Plan and above |
|
Create an Activity view card to display activity on tasks, like comments and status changes. |
|
Agenda |
Unlimited uses | Free Forever Plan and above |
|
Use the Agenda card to visualize tasks and events on your different calendars in one place. |
| AI Brain | Unlimited uses | Free Forever Plan and above |
|
Run a custom AI prompt. |
|
AI StandUp |
Unlimited uses | Free Forever Plan and above |
|
Create an AI-generated StandUp. |
|
AI Team StandUp |
Unlimited uses | Free Forever Plan and above |
|
Summarize selected people and teams' recent activity during a selected time period. |
|
AI Executive Summary |
Unlimited uses | Free Forever Plan and above |
|
Generate an up-to-date executive summary, showing the health and status of your department, team, or projects. |
| AI Project Update | Unlimited uses | Free Forever Plan and above |
|
Create a high-level overview of your project status and progress. |
|
Assigned Comments |
Unlimited uses | Free Forever Plan and above |
|
Resolve and view your assigned comments. |
|
Assigned to me |
Unlimited uses | Free Forever Plan and above |
|
Consolidate tasks from different Lists that are assigned to you. |
|
Bar Chart |
Not available |
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. |
|
Battery Chart |
Not available |
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. |
| Billable Report | Not available | 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. |
| Bookmarks | Not available | 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 | Not available | Business Plan and above |
|
Create a Custom Calculation card to calculate sums, averages, and more for your tasks. |
|
Completed Report |
Limited uses | Unlimited Plan and above |
|
Create a Completed Report card to display tasks completed by each assignee. |
|
Cumulative Flow
|
Not available | 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! |
|
Custom Embed |
Limited uses | Unlimited Plan and above |
|
Create a Custom Embed card to display anything via URL or HTML. |
| Cycle time | Not available | 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. |
|
Discussion |
Limited uses | Unlimited Plan and above |
|
Create a Discussion card to communicate with clients or anyone else using your Dashboard. |
|
Docs |
Unlimited uses | Free Forever Plan and above |
|
See a List of your recently created ClickUp Docs. |
|
Embed apps |
Limited uses | Unlimited Plan and above |
|
Choose an Embed cards to display content from these apps:
|
|
Embed files |
Not available | Business Plan and above |
|
|
| Folders | Unlimited uses | Free Forever Plan and above |
|
The Folders card shows Folders within the Space. It is automatically included in Space-level Overviews. |
|
Goals |
Limited uses | Unlimited Plan and above |
|
Create a Goals card to see and edit team metrics like Goals and Targets. |
| Lead time | Not available | 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. |
| Line Chart |
Not available |
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. |
|
LineUp |
Unlimited uses | Free Forever Plan and above |
|
Prioritize your most important tasks in one List. |
| Lists | Unlimited uses | Free Forever Plan and above |
|
The List card is automatically included in Folder-level Overviews. |
|
Milestones |
Limited uses | Unlimited Plan and above |
|
Create a List of Milestone task types. |
|
Most Popular |
Unlimited uses | Free Forever Plan and above |
|
Create a List of items trending in a location or the entire Workspace. |
|
My Trending Work |
Unlimited uses | Free Forever Plan and above |
|
Create a List of trending tasks assigned to you. |
|
My Work |
Unlimited uses | Free Forever Plan and above |
|
Create a List for all your assigned tasks and reminders. |
|
New Content |
Unlimited uses | Free Forever Plan and above |
|
Create a List of most recently created content. |
| Notes | Limited uses | Unlimited Plan and above |
|
Add rich text, and images, and use /Slash commands to add context to your Dashboard or Overview. |
|
Number of Tasks Closed |
Limited uses | Unlimited Plan and above |
|
Create a Number of Tasks Closed card to display tasks that are in Done, or Closed statuses. |
|
Number of Tasks Completed |
Limited uses | Unlimited Plan and above |
|
Create a Number of Tasks Completed card to display tasks that are in Done status. |
|
Number of Tasks in Progress |
Limited uses | Unlimited 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 |
Limited uses | Unlimited Plan and above |
|
Create a List of tasks that have any assigned comments. |
|
Overdue Tasks |
Limited uses | Unlimited Plan and above |
|
Create a List of overdue tasks. |
|
Personal List |
Unlimited uses | Free Forever Plan and above |
|
Keep track of your personal tasks in a List only visible to you. |
| Pie Chart | Not available | Business Plan and above |
|
Create a Custom Pie Chart card using data from your Workspace. Use drill-down view to see more detail. |
| Portfolio |
Not available |
Unlimited Plan and above |
|
Create a Portfolio card to categorize and track the progress of tasks. |
|
Priority Breakdown Can be displayed as a Pie, Battery, or Bar chart. |
Limited uses | 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 |
Not available | Business plan and above |
|
Create a Priority over Time card to see task distribution over a set range of time. |
|
Priority Tasks |
Not available | Business Plan and above |
|
Create a Priority Tasks card to display a List of urgent and high-priority tasks. |
|
Recents |
Unlimited uses | 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 |
Unlimited uses | Free Forever Plan and above |
|
Organize your reminders. |
|
Resources |
Unlimited uses | Free Forever Plan and above |
|
See files uploaded to a Space, Folder, or Sprint Folder. |
| Search | Not available | 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 | Not available | 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 | Not available | 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 | Not available | 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 | Not available | 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. |
|
Tag Usage Can be displayed as a Pie, Battery, or Bar chart. |
Limited uses | Unlimited 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. |
| Tag Usage Over Time | Not available | 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. |
|
Tasks by Assignee Can be displayed as a Pie, Battery, or Bar chart. |
Limited uses | Unlimited 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. |
|
Task List |
Limited uses | Unlimited 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 |
Limited uses | Unlimited Plan and above |
|
Create a List of tasks due in the next 14 days. |
| Time Estimated (legacy) | Not available | Unlimited Plan and above |
|
Create a Time Estimated (legacy) card to identify tasks with time estimates. |
| Timesheet | Not available | 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. |
| Time Reporting | Not available | 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. |
| Time Tracked (legacy) | Not available | 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 |
Limited uses | Unlimited 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 | Limited uses | Unlimited Plan and above |
|
Create a Total High Tasks card to see the number of high-priority tasks in a selected location. |
| Total Low Tasks | Limited uses | Unlimited 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 | Limited uses | Unlimited 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 | Limited uses | Unlimited 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 | Not available | Business Plan and above |
|
The Total time in Status card allows you to view the cumulative time that tasks have spent in specific statuses. |
|
Total Unassigned Tasks |
Limited uses | Unlimited Plan and above |
|
Create a Total Unassigned Tasks card to see the number of unassigned tasks in a selected location. |
|
Total Urgent Tasks |
Limited uses | Unlimited Plan and above |
|
Create a Total Urgent Tasks card to see the total amount of urgent tasks by location. |
| Worked On | Not available | Unlimited Plan and above |
|
Create a Worked On card to see which tasks each person has been active in. |
|
Workload by Status Can be displayed as a Pie, Battery, or Bar chart. |
Limited uses | Unlimited Plan and above |
|
Create a Pie, Battery, or Bar chart of your statuses across locations. |
| Workspace Points | Not available | Unlimited Plan and above |
|
Create a Workspace Points card to see who's communicating and working on tasks. |
| Who's behind | Not available | Unlimited Plan and above |
|
Create a Who's Behind card to see who's behind on notifications and overdue tasks. |
Card specific limitations
The following table outlines limitations that apply to specific cards:
| Card | Limitation |
| AI Cards | Limited members cannot create AI Cards. |
| Time tracking cards | Mixed filters are not supported. |
| You can export Time Tracking card data on the Business Plan and above. | |
| Guests and people with view-only permissions can set a time range and choose time entry labels, but cannot filter by people or select grouping options. | |
| When a user leaves your Workspace, their time tracking data is not removed. Their time entries are still displayed on Time Tracking cards. | |
| Time Estimated (legacy) | Our support team no longer troubleshoots bugs reported for this card. |
| Time Tracked (legacy) | Our support team no longer troubleshoots bugs reported for this card. |
| Table cards | Mixed filters are not supported. |
Exporting cards file format availability
Cards can only be exported on the Business Plan and above.
The following table describes the cards which can be exported:
| Card | Supported file formats |
| Bar Chart |
|
| Battery Chart |
|
| Billable Report |
|
| Cumulative Flow |
|
| Cycle time |
|
| Lead time |
|
| Line Chart |
|
| Pie Chart |
|
| Priority Breakdown |
|
| Priority Over Time |
|
| Status Over Time |
|
| Tag Usage |
|
| Tag Usage Over Time |
|
| Tasks by Assignee |
|
| Timesheet |
|
| Time Reporting |
|
| Total Time in Status |
|
| Worked On |
|