Use Custom cards to visualize task data from your Dashboards!
Widgets were renamed to cards on March 9th, 2023.
What you'll need
- 100 uses of Dashboards are available on the Free Forever Plan.
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Unlimited use of Dashboards is available on the Unlimited Plan and above.
- Line Chart, Bar Chart, Pie Chart, Battery Chart, and Calculation cards are available on the Business Plan and above.
- Guests can be invited to specific Dashboards with view only permissions.
Custom card types
The following Custom cards are available:
| Custom card type | Description |
| Line Chart card |
Create a custom line chart with any data. |
| Bar Chart card |
Create a custom bar chart with any data. Use the Time Tracked data point to include the amount of time tracked on tasks. Use Chart drill-down view to see more detail. |
| Pie Chart card |
Create a custom pie chart with any data. Use the Time Tracked data point to include the amount of time tracked on tasks. Use Chart drill-down view to see more detail. |
| Battery Chart card |
Create a custom battery chart with any data. Use the Time Tracked data point to include the amount of time tracked on tasks. Use Chart drill-down view to see more detail. |
| Calculation card |
Calculate sums, averages, and more for tasks in your Workspace. Use Chart drill-down view to see more detail. |
| Portfolio card |
Categorize and track the progress of any Lists or Folders in your Workspace. Members and guests who do not have access to the Spaces, Folders, and Lists displayed in a Portfolio card will only see the items they have permission to access. If they don't have access to any items shown in the card, it appears empty. |
| Text Block card | Add rich text and images to your Dashboard. You can also use /Slash Commands in Text Block cards. |
| Chat card | Communicate with others in your Workspace. |
Create a Custom card
To create a Custom card:
- Open a Dashboard:
- ClickUp 2.0: Select a Dashboard from the Sidebar.
- ClickUp 3.0: In the Sidebar, click Dashboards to open the Dashboards Hub. Select a Dashboard.
- In the upper-right corner, click + Add card.
- In the left sidebar, click Custom.
- Choose a card type.
- Customize your card.
- In the lower-right corner, click Add card.
Customization options
Customization options vary based on card type. The following options are available for most Custom cards:
| Customization option | Description |
| Location | Choose which Spaces, Folders, and Lists to include in the data. |
| Time range | Choose to include data from this year, this month, or this week, or set a custom range of dates. Choose the scale for the x-axis: by days, by weeks, or by months. |
| Group by | Choose to group tasks by status, tag, assignee, and more. |
| Include subtasks | Choose to include subtasks in the data. |
| Include archived | Choose to include archived tasks in the data. |
| Include Tasks in Multiple Lists | Choose to include Tasks in Multiple Lists in the data. |
| Include Subtasks in Multiple Lists | Choose to include Subtasks in Multiple Lists in the data. |
| Task Filter |
Add additional filters to further adjust the scope of your card. |
Export card data
Users on the Business Plan and above can export card data.
Card options
Once your card is created, you can hover over it to reveal several options in the upper-right corner.
Your Dashboard must be in Edit mode to see all options. Click the toggle in the upper-left corner to enable or disable Edit mode.
Options include:
| Custom card type | Card options |
| Line Chart |
|
| Bar Chart |
|
| Pie Chart |
|
| Battery Chart |
|
| Calculation |
|
| Portfolio |
|
| Text Block |
|
| Chat |
|
Updated
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