Use Dashboards on ClickUp Mobile
The ClickUp mobile app lets you open and interact with your Dashboards so you can monitor work, review widgets, and track performance wherever you are. This guide explains how to access, view, filter, and refresh Dashboards on your phone or tablet.
Access Dashboards in the ClickUp mobile app
You can open your Dashboards from several locations in the ClickUp mobile app. This makes it easy to jump to important reports while you are away from your desk.
Open Dashboards from the ClickUp Home tab
- Open the ClickUp mobile app and sign in to your Workspace.
- From the bottom navigation bar, tap Home.
- Scroll until you see the Dashboards section.
- Tap a Dashboard name to open it.
The Home tab highlights Dashboards you use frequently, so it is often the fastest way to reach your favorite reporting views.
Open Dashboards from the ClickUp More menu
- In the bottom navigation bar, tap More.
- Tap Dashboards from the list.
- Browse your available Dashboards.
- Tap a Dashboard to open it.
The More menu gives you a simple list of all Dashboards you can access in your Workspace.
Navigate a Dashboard on ClickUp mobile
When a Dashboard opens in the ClickUp mobile app, all widgets appear in a single scrollable view. You can review charts, lists, and other reporting components from top to bottom.
- Swipe vertically to move through your widgets.
- Tap inside a widget to see more detail when available.
- Use filters and other options at the top of the Dashboard to refine data.
The layout automatically adapts to smaller screens so you can keep using your existing reporting setup without new configuration.
Use filters on ClickUp mobile Dashboards
Filters help you focus on the most relevant data. On mobile, you can apply Dashboard-level filters that control the information shown in multiple widgets at once.
Apply Dashboard filters in ClickUp
- Open a Dashboard in the mobile app.
- At the top of the screen, tap the Filters area or the filter icon if available.
- Choose the filter options you want to apply, such as:
- Assignee
- Due date range
- Status
- Tags or other custom fields, depending on your Workspace setup
- Tap Apply or close the filter panel to update the Dashboard.
After you apply filters, your widgets refresh to display data that matches your selected criteria.
Refresh Dashboards in the ClickUp mobile app
To make sure you are looking at the latest information, you can quickly refresh a Dashboard. This reloads all widgets with the most current data from your Workspace.
Refresh a Dashboard view
- Open the Dashboard you want to update.
- Swipe down from near the top of the screen to trigger a refresh, or tap a visible refresh icon if your version of the app displays one.
- Wait a moment while the widgets reload.
Refreshing is especially useful if work is changing rapidly and you need up-to-the-minute task or sprint data.
Understand what you can do with ClickUp Dashboards on mobile
Dashboards in the ClickUp mobile app are designed for quick review and light interaction, not for in-depth editing. You can use them to stay informed while traveling, in meetings, or away from your computer.
Typical ways to use ClickUp Dashboards on the go
- Check key performance indicators before a meeting.
- Review progress on tasks, sprints, or projects.
- Monitor workloads and capacity for team members.
- Scan time tracking or billable hours summaries.
- Confirm due dates and upcoming deadlines.
Because the same Dashboards are available on web and mobile, you can build complex reports on desktop and then simply view them on your phone.
Tips for better ClickUp mobile Dashboard usage
A few simple practices can make your reporting more effective in the ClickUp mobile app.
Design Dashboards with mobile viewing in mind
- Place your most important widgets near the top of the Dashboard.
- Use clear naming for widgets so they are easy to recognize on smaller screens.
- Avoid creating very wide or dense widgets that may be hard to read on mobile.
Save and reuse filters in ClickUp
- Choose a consistent set of filters when viewing certain Dashboards, such as a weekly reporting view.
- Apply similar filters in both mobile and web so your numbers are easy to compare.
- Refresh after applying filters to confirm your widgets show updated results.
Learn more about ClickUp Dashboards
If you want detailed information about every Dashboard feature available on mobile and web, review the official product documentation. You can find the full article about using Dashboards on mobile on the ClickUp Help Center here: Use Dashboards on mobile.
For additional productivity strategies, Workspace setups, and implementation services, you can explore resources and consulting options at Consultevo.
By combining well-structured Dashboards with the flexibility of the ClickUp mobile app, you can keep your most important work insights with you at all times and stay aligned with your team from anywhere.
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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