Intro to Dashboards

Create a visual representation of your work for your entire team. Dashboards are the best way to build high-level views of everything going on in your Workspace.

Customizable cards are the building blocks of Dashboards. The customization and flexibility of cards allow Dashboards to be used for various reporting purposes across industries. 

You can also view Dashboards using our ClickUp Mobile App.

What you'll need

  • 100 uses of Dashboards are available on the Free Forever Plan. Uses include the following actions:
    • Create a Dashboard
    • View a Dashboard
    • Add a card
    • Edit a card
    • Remove a card
    • Remove a Dashboard
  • Unlimited uses of Dashboards are available on the Unlimited Plan and above.
  • Some cards are only available on paid plans.
  • The Dashboards ClickApp is enabled in every new Workspace by default, but a Workspace owner or admin may disable the ClickApp.
  • Guests can view Dashboards that have been shared with them.
  • Guests can only see card data if they have permission to view the tasks, Lists, and Folders that the card is reporting on.
  • Certain cards can be exported on the Business Plan and above.
  • Reporting and Time Tracking Dashboards are only available for Unlimited Plans and up.

Video overview

Watch the following ClickTip video on Dashboards in ClickUp 2.0.

Use Dashboards

There are so many ways to use Dashboards to create a visual representation of work for your team and clients. 

Screenshot of a Dashboard.

Create a Dashboard

Create a Dashboard from scratch or from a template.

Add a card to your Dashboard

Cards are the primary building blocks of Dashboards. Add cards to display the information you need.

Time-based Dashboard cards

Use time-based cards to show tasks as they change over time. For example, you can show how your tasks' priority, time estimates, or Sprint points changed during a month-long project.

Access Dashboards

If you're using ClickUp 3.0, you can access and search for Dashboards in Dashboards Hub and Command Center.

 

To access Dashboards in ClickUp 2.0:

  1. In your Sidebar, click Dashboards to display the following Dashboard categories:
    • Favorite Dashboards: Dashboards you've added as favorites.
    • My Private Dashboards: Private Dashboards you've created.
    • Dashboards I'm Sharing: Dashboards you're sharing with others.
    • Dashboards Shared With Me: Dashboards that are shared with you.
  2. Click the expand icon next to any category to see individual Dashboards.

You can reorder Dashboards by dragging and dropping them.

You can also search for Dashboards in the Sidebar or from the Command Center.

 

To search for Dashboards from the Sidebar in ClickUp 2.0:

  1. From the Sidebar, click Dashboards to expand the Dashboards categories.
  2. Click the search icon.
  3. Enter the name of the Dashboard to filter for it.

To search for Dashboards from the Command Center in ClickUp 2.0:

  1. PressCmd + Kon a Mac orCtrl + Kon Windows to open the Command Center.
  2. Click the Dashboards tab.
  3. Search using keywords.

Edit Dashboards

Rename, share, favorite, or delete Dashboards.

If you're using ClickUp 3.0, you can manage Dashboards from the Dashboards Hub.

 

To edit Dashboards in ClickUp 2.0:

Create and manage your Dashboards from the Sidebar using the Dashboard settings menu.

Click the ellipsis ... next to any Dashboard to choose from the following options:

  • New dashboard: Create a new Dashboard.
  • Sharing & Permissions: Manage access to the Dashboard.
  • Rename: Rename the Dashboard.
  • Duplicate: Duplicate the Dashboard.
  • Favorite: Add the Dashboard to your Favorites and the Favorite Dashboards category in your Sidebar.
  • Delete Dashboard: Delete the Dashboard.
    • Users cannot delete Dashboards created by someone else unless the Dashboard is public or being shared with them. If a Dashboard is public, users can delete it after they make it private. If a Dashboard is shared, users with full permissions can delete it.
    • Items in the Trash are kept for 30 days before being permanently deleted.

Screenshot of the Dashboards ellipsis ... menu in the Sidebar of ClickUp 2.0.

View and edit modes in Dashboards

You can access Dashboards in view or edit mode. To switch between modes, enable or disable Edit mode in the upper-left corner of a Dashboard.

Screenshot showing how to enable Edit mode from the upper-left corner of a Dashboard.

View mode

While in view mode, you can refresh a Dashboard to see the most up-to-date data.

You can also expand a Dashboard or individual cards to view them in full-screen mode.

Edit mode

While in edit mode, you can edit and share Dashboards, including adding, editing, resizing, and moving cards.

Refresh a Dashboard

It's important to refresh your Dashboard to make sure that the data is current. You can enable the Auto refresh setting so you never forget. 

To enable or disable Auto refresh:

From the upper-right corner of your Dashboard, click Auto refresh

  • The Auto refresh feature must be set for each Dashboard. 

To refresh your Dashboard:

  • Hover in the upper-right corner of your Dashboard and click the Refresh icon.
  • After refreshing, hover over the Refresh icon to see the exact date and time your Dashboard was last refreshed.

Screenshot of the refresh information shwon after refreshing a Dashboard.

Dashboards will Auto refresh every 4 hours. 

Use Dashboard filters

Filter every card in your Dashboard at once using Dashboard filters.
You can also combine Dashboard filters with individualcard filtersto show granular information.

Filter Dashboard cards

You can filter your Dashboard card data to report only on tasks that meet specific criteria. 

Filtering options differ by card.

Share Dashboards

You can share your Dashboards publically or with specific team members. 

Save a Dashboard as a PDF

Export any Dashboard as a PDF for easy reporting.

Time Tracked in Dashboards

Use the Time Tracked data point to report on tasks like billing and Sprint planning. Time Tracked is available on Bar Chart, Pie Chart, and Battery Chart Dashboard cards

Chart drill-down Dashboard view

Use drill-down view with Bar Chart, Pie Chart, and Battery Chart Dashboard cards to see more details.

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