How to Move a Dashboard in ClickUp
In ClickUp, Dashboards help you visualize work across your Workspace, and knowing how to move a Dashboard lets you keep your reports and widgets organized as your team evolves.
This guide explains the different ways to move a Dashboard, what happens when you change its location, and how permissions impact who can move or manage it.
Understanding Dashboards in ClickUp
A Dashboard in ClickUp is a customizable page made up of widgets that display data from across your Workspace. You can use Dashboards for:
- High-level reporting and executive overviews
- Team-specific performance and workload tracking
- Project status, timelines, and portfolios
- Custom, role-based views for stakeholders
As your structure changes, you may need to move a Dashboard to another location or reorder it for better visibility.
Where Dashboards Can Be Moved in ClickUp
You can move a Dashboard within the Dashboard sidebar or change its location relative to Spaces and the Workspace. In ClickUp, a Dashboard can be:
- Located at the Workspace level
- Located under one or more specific Spaces
- Reordered within the list of Dashboards in the sidebar
Depending on how your Workspace is configured, you may also see folders called Dashboard groups, which help you further organize related Dashboards.
How to Reorder Dashboards in ClickUp
If you simply want to change the order that Dashboards appear in the sidebar, you can drag and drop them.
Steps to Reorder a Dashboard in ClickUp
- Open your Workspace and select the Dashboards section in the left sidebar.
- Locate the Dashboard you want to move.
- Hover over the Dashboard name until you see the drag handle or your cursor changes to indicate you can drag.
- Click and hold the Dashboard.
- Drag it up or down to your preferred position in the Dashboard list.
- Release the mouse button to drop it into place.
This quick reordering method is useful for placing your most-used Dashboards at the top for faster access in ClickUp.
How to Change a Dashboard Location in ClickUp
Sometimes you need more than just reordering. You might want to change which part of the Workspace a Dashboard belongs to, such as moving it from Workspace level to a specific Space.
Move a Dashboard Between Locations in ClickUp
- Open the Dashboards section in the left sidebar.
- Find the Dashboard you want to move.
- Right-click the Dashboard name, or click the ellipsis (three dots) menu next to it.
- Select an option such as Move or Change location (wording may vary slightly by interface version).
- In the dialog that appears, choose the new location for your Dashboard. Options typically include:
- Workspace level
- One or more Spaces
- Confirm your selection to complete the move.
After you move a Dashboard, it will appear in the new location section in your ClickUp sidebar.
What Happens When You Move a Dashboard in ClickUp
Moving a Dashboard changes where it appears in the sidebar and can influence who naturally discovers or uses it. However, key details about the Dashboard remain consistent.
Things That Do Not Change When Moving a Dashboard
- Dashboard content: All widgets, filters, and settings stay the same.
- Existing widgets: No widgets are removed when the Dashboard is moved.
- Links and sharing: Any direct links to the Dashboard continue to work.
Things That Can Change When Moving a Dashboard
- Visibility within the sidebar: Teammates may now look for the Dashboard under a different section.
- Context: Moving a Dashboard into a Space can make it easier for that team to identify it as part of their area in ClickUp.
Moving a Dashboard is therefore a safe way to reorganize reporting without losing data or configuration.
Permissions to Move Dashboards in ClickUp
Not every user in ClickUp can move every Dashboard. Permissions are important to understand before reorganizing.
Who Can Move a Dashboard
- Dashboard owners: Usually can move their own Dashboards, depending on Workspace settings.
- Admins or higher-level roles: Often have the ability to move more or all Dashboards.
- Shared users: May be limited to viewing or editing content but not moving the Dashboard itself.
If you try to move a Dashboard and do not see the move option, you may need permission from a Workspace owner or admin in ClickUp.
Best Practices for Organizing Dashboards in ClickUp
Over time, Dashboards can multiply quickly. Thoughtful organization keeps your Workspace efficient and easy to navigate.
Suggested Organization Tips
- Group by audience: For example, leadership, project managers, and individual contributors.
- Group by purpose: Reporting, operations, support, marketing, and development Dashboards.
- Use clear naming conventions: Include team or project names in Dashboard titles.
- Keep critical Dashboards at the top: Pin or reorder essential views so they are easy to reach.
- Review regularly: Periodically move or archive outdated Dashboards.
These practices help you and your teammates quickly find the right Dashboard in ClickUp without searching through a long list.
Troubleshooting Dashboard Moves in ClickUp
If you encounter issues while moving a Dashboard, use the following checks.
Common Issues and Checks
- Missing move option: Verify your role and sharing permissions with a Workspace admin.
- Dashboard not appearing in new location: Refresh your browser and look under the correct Workspace or Space section.
- Unexpected access changes: Confirm sharing settings and who the Dashboard is shared with.
When in doubt, review the official help documentation for the most accurate, up-to-date details about how moving Dashboards works in ClickUp.
Learn More About Moving Dashboards in ClickUp
For complete, official instructions and any recent interface changes, refer to the original support article on moving Dashboards here: Move a Dashboard in ClickUp.
If you are designing a broader workspace structure, process, or documentation strategy around Dashboards, you may also find it helpful to consult external experts who specialize in productivity systems and tool configuration. For additional guidance on digital workflows and optimization, you can visit Consultevo.
By understanding how to move, reorder, and organize Dashboards in ClickUp, you can keep your Workspace clean, intuitive, and aligned with how your teams actually 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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