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Dashboards are the best way to build high-level views of everything going on in your Workspace.

Create a visual representation of work and share it with your team. You can track sprints, epics, high-level initiatives, projects, portfolio management, and more!

Customizable cards are the building blocks of Dashboards. Use common charts, specialized cards for time tracking and sprints, add rich text blocks, conversations, and embed anything. 

You can also view Dashboards using our ClickUp Mobile App.

Widgets were renamed to cards on March 9th, 2023.

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 the Business Plan and above (which ones?).
• The Dashboards ClickApp is enabled in every new Workspace by default, but a Workspace owner or admin may disable the ClickApp.
• Guests can be invited to specific Dashboards with view-only permissions.
• 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!

Access Dashboards

You can access Dashboards right in the Sidebar of your Workspace.

• Favorite dashboards: Dashboards you've added as a favorite.

• My dashboards: Dashboards that you've created, or that have been shared with you personally.

• Shared dashboards: Dashboards shared with your Workspace and specific people.

Find Dashboards using the Sidebar filter

Find a Dashboard quickly and easier by filtering the list of Dashboards.

1. Click the magnifying glass in the Sidebar to filter Dashboards.

2. Enter the name of the Dashboard you're looking for.

Edit Dashboard settings

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

Click the ellipsis next to any Dashboard to open the Dashboards settings menu.

Options include:

• New dashboard: creates a new Dashboard.

• Sharing & Permissions: manage access to a Dashboard.

• Rename

• Duplicate: create an identical Dashboard.

• Favorite: add the Dashboard to the Favorite Dashboards section in the Sidebar.

• Delete Dashboard: sends the Dashboard to the Trash.

  Users cannot delete Dashboards created by someone else unless the Dashboard is public or being shared with them. If a Dashboard is public, users are able to 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.

Create a Dashboard

Create a new Dashboard from scratch or get a head start by using a template.

By default, Dashboards are private to you, so you can build a Dashboard before sharing it with specific people, or your team.

1. From Sidebar, click the Dashboards tab to expand it.

2. Click the plus icon next to My dashboards to add a new Dashboard.

3. From the Create a Dashboard modal click Use Template or Start from Scratch.

After clicking Use a Template:

1. Choose from our three templates.

   • Simple: This template is a blank canvas where you can see what's possible with our handy cards!

   • Reporting: Track and view statuses and tasks to understand what's been done and what's blocking your team.

   • Time Tracking: Easily visualize time tracked by each member of your team.

2. Click Apply.

3. You can add or delete cards, and customize the card settings.

After clicking Start from Scratch:

1. From the Template Setup modal, select a location.

2. Click Apply.

3. To add more cards, click Add card in the top right.

View and edit Dashboards

You can access Dashboards in view or edit mode. To switch between view and edit modes, click the Edit toggle switch in the top-left corner.

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

Your Dashboards will be refreshed automatically if the content hasn't recently been refreshed.

Hover over the Refresh button to see the exact date and time your Dashboard was last refreshed.

From a Dashboard, you can:

• Enable or disable the auto-refresh option using the Auto refresh button on the top-right.
• Manually refresh the Dashboard using the Refresh button.
• Refresh individual cards by clicking the Refresh button on a card.

Atualizado 5 de junho de 2023 03:42