How to Build Agile Dashboards in ClickUp
ClickUp gives agile teams a flexible way to turn scattered project data into clear dashboards that track sprints, releases, and team performance in one place. This step-by-step guide shows you how to build agile dashboards that give you real-time visibility and help you make faster decisions.
What Is an Agile Dashboard in ClickUp?
An agile dashboard in ClickUp is a customizable space where you add widgets to visualize work, monitor sprint health, and track team metrics. Instead of jumping between views, you see everything in one screen.
Typical agile dashboards help you:
- Track sprint progress and burndown
- Monitor team workload and capacity
- Spot blockers and overdue tasks early
- Align stakeholders around real-time data
The goal is to replace manual reporting with live information pulled directly from your tasks and workflows.
Step 1: Plan Your Agile ClickUp Dashboard
Before you create anything, define what your team needs from a dashboard in ClickUp. Start with these questions:
- Who will use this dashboard? (scrum master, product owner, executives, team leads)
- What decisions should they be able to make quickly?
- Which metrics matter most right now?
For agile teams, common goals include:
- Seeing what is in the current sprint
- Tracking story points completed vs. remaining
- Monitoring open bugs and blockers
- Checking workload by person or team
Use this clarity to decide what to include and what to leave out so your dashboard stays focused and easy to read.
Step 2: Create a Dashboard in ClickUp
Once you know your goals, you can create the actual dashboard in ClickUp.
How to Create a New ClickUp Dashboard
- Open your workspace and go to the Dashboards section.
- Click + New Dashboard.
- Choose to start from scratch or from a template (for agile teams, a sprint or project template can save time).
- Name the dashboard clearly, such as Team A Sprint Dashboard or Product Release Dashboard.
- Select who can access or edit the dashboard (your agile team, managers, or stakeholders).
From here, you will add and configure widgets that pull data from spaces, folders, lists, or specific sprints.
Step 3: Add Core Agile Widgets in ClickUp
Widgets are the building blocks of every agile dashboard in ClickUp. Each widget gives you a different type of insight from your tasks.
Essential ClickUp Widgets for Agile Sprints
Start with these core widgets to support typical scrum and agile workflows:
- Sprint Burndown Chart
Visualize remaining work (story points, tasks, or time) over the sprint duration so you can see whether you are on track. - Velocity Chart
Track how many story points or tasks the team completes each sprint to understand capacity and plan future sprints. - Tasks by Status
Display tasks grouped by statuses like To Do, In Progress, and Done for quick health checks. - Workload by Assignee
See who is overloaded, who has room for more work, and rebalance tasks before issues appear. - Priority or Blockers Widget
Highlight high-priority items, bugs, or blocked tasks so the team can resolve them quickly.
How to Add Widgets in ClickUp
- Inside your dashboard, click + Add Widget.
- Pick a widget category such as Time, Tasks, Charts, or Reporting.
- Select the widget type (for example, Line Chart, Bar Chart, Pie Chart, Tasks List).
- Choose the data source (space, folder, list, or sprint location).
- Filter by sprint, assignee, status, or tag to focus only on relevant work.
- Click Add Widget to place it on the dashboard.
Arrange and resize widgets so the most important information stays near the top and is easy to scan during standups.
Step 4: Configure Agile Data and Filters in ClickUp
A powerful ClickUp dashboard depends on the quality of your filters and data settings. Clean filters keep dashboards fast, simple, and trustworthy.
Set the Right Data Sources
For each widget:
- Scope it to the correct project, product area, or team.
- Limit it to sprint lists or folders that represent current work.
- Exclude archives or long-term backlog lists to avoid clutter.
Use Filters for Agile Clarity
Apply filters so widgets tell a precise story:
- Status filters: show only active work or only Done items for completion metrics.
- Time filters: limit to the current sprint dates or release window.
- Assignee filters: show one team, one squad, or one role group.
- Tag filters: isolate bugs, technical debt, or features with tags.
Well-selected filters make your ClickUp dashboards lightweight, fast to load, and easy for everyone to interpret during agile ceremonies.
Step 5: Create ClickUp Dashboards for Agile Ceremonies
You can build specialized dashboards in ClickUp for each agile ceremony instead of relying on a single all-purpose layout.
Daily Standup Dashboard in ClickUp
For daily standups, create a focused dashboard with:
- Tasks by status grouped by assignee
- Overdue or blocked tasks widget
- Today and this week due dates list
- Workload view to show current commitments
Keep it simple so the team can walk the board quickly and identify blockers.
Sprint Planning Dashboard in ClickUp
For sprint planning, add widgets that support estimation and forecasting:
- Backlog tasks filtered by priority
- Story points by status and list
- Velocity chart from past sprints
- Capacity or workload widgets for upcoming sprint dates
This helps you pull the right amount of work into the next sprint based on real performance data.
Sprint Review and Retrospective Dashboard in ClickUp
For reviews and retrospectives, include:
- Completed vs. planned work for the sprint
- Sprint burndown chart
- Bugs reported vs. resolved
- Cycle time or lead time trends
Use these insights to celebrate wins, spot bottlenecks, and agree on process improvements.
Step 6: Share and Automate Your ClickUp Dashboards
Dashboards become truly valuable when the right people see them at the right time. ClickUp makes sharing straightforward so teams and stakeholders stay aligned.
Share Dashboards with Your Team
- Invite team members to view or edit the dashboard.
- Share links with executives or cross-functional partners who need visibility.
- Set permissions so only specific roles can change widgets or filters.
Use Dashboards in Meetings
Make your ClickUp dashboards the central artifact in agile meetings:
- Open the standup dashboard during daily scrums.
- Use the planning dashboard when sizing and selecting user stories.
- Review sprint performance directly from charts in sprint reviews.
This habit removes the need for manual slide decks and ensures everyone sees live data.
Best Practices for ClickUp Agile Dashboards
To keep your agile dashboards in ClickUp useful over time, follow these practical tips:
- Keep each dashboard focused: create separate dashboards for different purposes instead of cramming everything into one.
- Limit widgets: only include widgets that directly support decisions or actions.
- Standardize statuses and fields: use consistent statuses, custom fields, and sprint structures so widgets report accurate numbers.
- Review filters regularly: adjust filters when teams, projects, or sprint cadences change.
- Document how to use each dashboard: add small text widgets that explain what each chart means and how to read it.
Learn More About ClickUp Agile Dashboards
To dive deeper into agile dashboard ideas, widgets, and visualization options, review the original guide on the ClickUp agile dashboards blog. You can also get expert help designing scalable dashboards and agile workflows from specialized consultants such as Consultevo.
By planning focused metrics, selecting the right widgets, and tailoring dashboards to each agile ceremony, ClickUp becomes a single source of truth for your team’s sprint health and long-term progress.
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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