ClickUp Overviews How-To Guide
ClickUp Overviews give you a high-level way to understand what is happening across your Workspace so you can quickly assess workload, progress, and potential bottlenecks. This guide walks you step by step through how to open, navigate, filter, and use Overviews to stay on top of your work.
What are ClickUp Overviews?
Overviews are high-level dashboards that surface key information from across your Spaces, Folders, and Lists. Instead of opening each location separately, you can see an aggregated view of activity, health, and assignments in one place.
With Overviews you can:
- See how work is distributed across your Workspace
- Identify areas that need attention or extra support
- Quickly jump into Locations to investigate details
- Adjust filters to focus on specific teams, statuses, or priorities
How to access Overviews in ClickUp
Follow these steps to open Overviews from your main navigation in ClickUp:
- Open your Workspace and look at the left sidebar navigation.
- Find and click the Overviews item in the sidebar.
- The Overviews page will load, showing you high-level information about your Locations and work.
Depending on your Workspace configuration and plan, you may see Overviews tailored to certain Spaces, or a broad picture of all work you have access to.
Navigating the ClickUp Overviews layout
The Overviews page is organized into logical sections so you can quickly scan and then drill down into the details that matter most.
Key sections of the ClickUp Overviews page
While the exact layout can evolve over time, you will typically find these core parts:
- Header controls: Global filters, search, and options to change how information is displayed.
- Main overview cards or panels: High-level metrics, workload summaries, or project groupings.
- Location-level insights: Sections that summarize Spaces, Folders, or Lists, often with links to open the underlying work.
- Footer or additional navigation: Links to other parts of your Workspace or related features.
Each card or panel is designed to help you understand a specific aspect of your Workspace at a glance, such as how many items are in a certain status, or which Location has the most activity.
Using filters in ClickUp Overviews
Filters are essential for turning Overviews into a focused management tool. Instead of scanning everything at once, filters let you narrow the display to only the work that matters to you right now.
Common filters you can apply
From the Overviews header, you can usually apply filters such as:
- Assignee: Show work assigned to specific people or teams.
- Status: Focus on tasks that are open, in progress, or blocked.
- Priority: Highlight high-priority work that needs attention.
- Location: Limit your view to certain Spaces, Folders, or Lists.
- Date ranges: Look at work created, updated, or due within a selected time period.
Steps to filter Overviews
- Open the Overviews page in ClickUp.
- At the top of the page, locate the filter controls.
- Click a filter type, such as Assignee or Status.
- Select your desired values. For example, choose specific team members or a set of statuses.
- Confirm or apply the filter. The overview content will refresh to match your selection.
You can combine multiple filters to zero in on very specific segments of your Workspace, like high-priority work in a single Space that is currently blocked.
Understanding Workspace health with ClickUp Overviews
One of the main reasons to use Overviews is to understand the health of your Workspace and spot risks early. The aggregated information helps you see patterns that might be hard to notice at the task level.
How Overviews help you assess health
Use the information in Overviews to:
- Track progress: See how many tasks are moving through your workflow and where they might be stuck.
- Review workload: Identify whether certain people or teams are overloaded or underutilized.
- Monitor timelines: Check for overdue work or upcoming deadlines in key Locations.
- Spot trends: Notice repeated bottlenecks in particular Spaces or Folders.
By regularly reviewing Overviews, you can act before issues escalate, reassign work when necessary, and keep teams aligned on priorities.
Managing teams and Locations with ClickUp Overviews
Overviews make it easier to coordinate across multiple teams and Locations without digging through each Space manually.
Steps to manage teams from Overviews
- Open Overviews in your Workspace navigation.
- Apply an Assignee or Team filter to see work for specific groups.
- Review each team’s workload and current progress.
- Click into any Location or task list that needs closer review.
- Make adjustments, such as reassigning work or updating priorities, directly in the underlying views.
This simple loop—filter, review, drill down, adjust—turns Overviews into a central control panel for team management.
Best practices for using ClickUp Overviews
To get the most value from Overviews, incorporate them into your regular review habits and align them with your processes.
Daily and weekly review tips
- Start your day in Overviews: Quickly scan for overdue items, blocked work, or unusually high workloads.
- Use weekly reviews: Once a week, step back and examine trends across Locations to plan upcoming work.
- Standardize filters: Agree on a set of filters that leaders use for consistent reporting and decision-making.
- Share insights: Use what you learn in Overviews to guide standups, retrospectives, or planning meetings.
Because Overviews give a consistent view across your Workspace, they work well as a shared reference point for discussions with stakeholders.
Learn more about ClickUp Overviews
If you want to dive deeper into the feature details, configurations, or the latest updates, review the official documentation from the source:
For additional productivity strategies, implementation help, and broader workflow optimization ideas beyond this feature, you can also explore resources at Consultevo.
Next steps
Set aside a few minutes to open Overviews in your Workspace, apply a couple of filters, and compare what you see with your expectations of current progress. Once you are comfortable with the layout and controls, make Overviews a regular part of your review process so you always have a clear picture of how work is moving across your organization.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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