Drill Down View in ClickUp Dashboards
The Drill down view in ClickUp lets you quickly explore the tasks behind your Dashboard cards, so you can move from high-level metrics to specific work details in just a few clicks.
This guide explains what Drill down view is, how it behaves for different Dashboard cards, and the step-by-step process to open and use it effectively.
What is Drill Down View in ClickUp?
Drill down view is an on-demand task list that appears when you click certain Dashboard cards in ClickUp. It shows exactly which tasks are included in a card’s metrics, using filters based on the card’s settings.
Rather than navigating away from your Dashboard, you get an instant, focused look at the underlying tasks. This helps you answer questions like:
- Which tasks are contributing to a specific status count?
- What work is included in a trending metric?
- How are tasks distributed by assignee, priority, or time?
How Drill Down View Works in ClickUp Dashboards
When you open Drill down view from a Dashboard card in ClickUp, a panel appears showing tasks that match that card’s filters. The view is read-only in terms of filters and grouping, but you can take action on the tasks themselves.
Key behavior details:
- The tasks shown are determined by the card’s existing filters.
- You cannot change filters or grouping directly in Drill down view.
- Changes to the underlying tasks (like status or assignee updates) are allowed.
Open Drill Down View for Supported ClickUp Cards
Not every Dashboard card opens Drill down view. Some cards use their own custom behavior, while others support drill-down into the task list. Below are the main card types and how they interact with Drill down view in ClickUp.
ClickUp cards that open Drill down view by default
The following cards open Drill down view when you click them, as long as they are used in their default layouts and grouping:
- Status card: Click a segment to see tasks in that status.
- Number card (with task-based data): Click to see the tasks that make up the number.
- Task List card: Click the card to open its list of tasks in Drill down view.
- Bar chart and Line chart cards: Click a bar or data point (where supported) to show related tasks.
For Number, Bar chart, and Line chart cards, Drill down view appears only when the card is configured to show task data, not when it is set to show other types of values.
ClickUp charts that behave differently
Some chart cards use their own layout instead of Drill down view when you click them:
- Burndown cards
- Burnup cards
- Velocity cards
- Cumulative flow cards
- Custom Widgets designed with unique drill-down behavior
These cards open an alternate view tailored to their chart type, rather than the standard Drill down view used by other task-based cards.
Step-by-Step: Open Drill Down View in ClickUp
Follow these steps to open Drill down view from a supported Dashboard card in ClickUp:
- Open your Dashboard.
From the left sidebar, select the Dashboard that contains the card you want to analyze.
- Locate a supported card.
Find a Status, Number, Task List, Bar chart, or Line chart card that is configured with task data.
- Click the target element.
Click the specific bar, segment, data point, or card body (depending on card type). For example, click the bar that represents tasks in a specific status.
- View Drill down results.
A panel opens listing all tasks that match the card’s filters and the element you clicked.
Understand Filters and Grouping in ClickUp Drill Down
Drill down view respects the settings of the Dashboard card it was opened from. This ensures consistency between your high-level metrics and the underlying task list.
Filters carried over from your ClickUp Dashboard card
Drill down view uses the same filters as the source card, including:
- Location (Spaces, Folders, and Lists)
- Time range
- Assigned to or unassigned tasks
- Status filters
- Custom fields used in the card configuration
You cannot add, remove, or change filters while in Drill down view. To adjust which tasks appear, edit the filters on the original Dashboard card, then reopen Drill down view.
Grouping behavior in ClickUp Drill down view
When a Dashboard card groups tasks by a particular field, the click target determines which tasks display:
- Status card: Clicking a specific status shows tasks in that status.
- Bar chart or Line chart: Clicking a bar, point, or segment shows tasks matching that group and time slice.
- Task List card: Drill down shows tasks in the list based on the card’s current filters and grouping.
Groupings cannot be changed inside Drill down view, but they are fully applied based on how the card is set up in ClickUp.
Interact with Tasks in ClickUp Drill Down View
Even though you cannot change filters or grouping in Drill down view, you can still work with the tasks you see. This makes Drill down view a powerful way to take action directly from your Dashboards in ClickUp.
Common task actions available
From within Drill down view, you can typically:
- Open a task in a full task view
- Update task status
- Change assignees
- Edit task titles and descriptions
- Modify due dates
- Adjust priority
These actions may vary slightly depending on your workspace permissions and settings, but in general, Drill down view lets you refine work items directly from your reporting cards.
Limitations of ClickUp Drill Down View
To use Drill down view correctly in ClickUp, remember these limitations:
- Only certain Dashboard cards support Drill down view.
- Filters and grouping cannot be edited within the Drill down panel.
- Some chart-based cards open dedicated views rather than the standard Drill down view.
- Task visibility is still controlled by workspace permissions and sharing settings.
If you need different filters or groupings, modify the Dashboard card first, then use Drill down view again to see the updated task list.
Learn More About ClickUp Dashboards
For the original technical reference on Drill down view, see the official ClickUp help article here: Drill down view for Dashboard cards.
If you are optimizing processes, documentation, or configuration around ClickUp, you can also explore expert consulting and implementation tips at Consultevo.
By using Drill down view effectively, you can move smoothly between high-level reporting and actionable task details, making your Dashboards in ClickUp more insightful and practical for day-to-day work.
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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