Create Dashboards in ClickUp

Dashboards in ClickUp give you a high-level view of work across your entire Workspace. By creating and customizing Dashboards, you can track tasks, sprints, time, and team performance in one flexible, visual hub.

What is a ClickUp Dashboard?

A Dashboard is a customizable page made up of different Widgets. Each Widget shows specific data or information from your Workspace. You can mix charts, lists, time tracking, and more to build a reporting center tailored to your team.

Dashboards can help you:

Monitor progress across multiple Spaces, Folders, and Lists.
Summarize work for stakeholders in one place.
Track time, sprints, and workload for your team.
Create personal command centers for your day-to-day tasks.

Requirements to create a ClickUp Dashboard

Before building your Dashboard, make sure you have the right access and plan features enabled in ClickUp.

Permissions: You must have permission to create and share Dashboards in your Workspace.
Plan limitations: The number of Dashboards and certain Widgets may depend on your plan level.
Workspace structure: To get the best results, ensure your tasks are organized into Spaces, Folders, and Lists.

If you need strategic help setting up your Workspace structure for reporting and automation, you can also consult experts such as Consultevo.

How to create a new ClickUp Dashboard

Use these steps to create a new Dashboard from scratch in ClickUp.

Open Dashboards: From the sidebar, select the Dashboards section. This is where all your existing Dashboards are listed.
Create a Dashboard: Click the option to create a new Dashboard. A blank Dashboard canvas opens.
Name your Dashboard: Enter a clear, descriptive name so teammates can quickly understand its purpose.
Adjust privacy settings: Choose whether the Dashboard is private, shared with specific people, or available to your entire Workspace.
Save your Dashboard: Once you have the initial settings configured, save the Dashboard so you can start adding Widgets.

Add Widgets to your ClickUp Dashboard

Widgets are the building blocks of every Dashboard in ClickUp. Each Widget lets you display, filter, and interact with specific data.

Common ClickUp Dashboard Widget types

You can mix and match different Widgets to support your reporting needs.

Task Widgets: Show tasks in table, list, or card views with filters for status, assignees, or priorities.
Chart Widgets: Visualize data with bar charts, pie charts, and line charts for trends over time.
Time Tracking Widgets: Summarize tracked time by person, task, or List.
Sprint and Agile Widgets: Track sprints, velocity, and burndown for agile teams.
Embed or External Widgets: Embed external content or tools to centralize information.

Steps to add a Widget in ClickUp

Open your Dashboard: Go to the Dashboard where you want to add a Widget.
Add a Widget: Select the option to add a Widget. A library of available Widgets appears.
Choose a Widget type: Pick the Widget that best matches the insight you want to display, such as a task list or chart.
Configure your data: Choose which Spaces, Folders, or Lists the Widget should pull data from. Set filters for things like status, assignee, or tags.
Customize the layout: Resize and drag the Widget to the desired position on the Dashboard.
Save the Widget: Confirm your settings so the Widget becomes part of your Dashboard layout.

Customize layout and views in a ClickUp Dashboard

Once you have Widgets in place, adjust the layout to keep your ClickUp Dashboard clean and easy to read.

Resize Widgets: Drag corners or edges of a Widget to make it larger or smaller.
Rearrange order: Drag Widgets around the canvas to prioritize key information at the top or center.
Use multiple rows or columns: Group similar Widgets together, such as placing all time-tracking Widgets in one row.
Rename Widgets: Use clear titles that describe exactly what each Widget shows, such as “Sprint Progress by Status.”

Filter and refine data on your ClickUp Dashboard

Filtering is essential to keep Dashboard data focused and relevant in ClickUp.

Use filters in ClickUp Dashboard Widgets

Each Widget can have its own filters so you can tailor the information that appears.

Filter by status to see only open, closed, or in-progress work.
Filter by assignee to focus on a single person or team.
Filter by priority, tags, or custom fields for detailed reporting.
Filter by due date or start date to track timelines.

Apply and save filters within each Widget so they persist every time someone opens the Dashboard.

Scope and hierarchy settings in ClickUp

Scope determines which parts of your Workspace a Widget reports on.

Limit Widgets to a specific Space for department-level reporting.
Use Folders or Lists for project-level Dashboards.
Include multiple Spaces and Folders for executive or cross-team Dashboards.

Share and manage a ClickUp Dashboard

Dashboards become more powerful when they are shared with the right people in ClickUp.

Manage Dashboard sharing and permissions

Private Dashboards: Use these for personal planning or sensitive information.
Shared Dashboards: Share with selected people, teams, or guests who need access.
Workspace-level Dashboards: Make them visible to the entire Workspace for broad reporting.

Adjust permissions so teammates can view, comment on, or edit the Dashboard, depending on their role.

Organize Dashboards in ClickUp

As you create more Dashboards, organization becomes important.

Use consistent naming conventions, such as adding team or project names.
Favorite key Dashboards so they are easy to access from the sidebar.
Archive Dashboards that are no longer needed but may be useful as references later.

Best practices for ClickUp Dashboards

Follow these recommendations to keep your Dashboards effective and easy to maintain in ClickUp.

Start simple: Begin with a few essential Widgets, then expand as your reporting needs grow.
Align with goals: Build each Dashboard around a clear purpose, such as sprint tracking, executive reporting, or personal planning.
Review Widgets regularly: Update filters, scopes, and layouts to match changes in your Workspace structure.
Use consistent filters: Standardize filters across similar Dashboards to keep metrics comparable.
Educate your team: Show teammates how to interact with Dashboards so they can self-serve the data they need.

Learn more about ClickUp Dashboards

To dive deeper into every option available, including advanced Widgets and plan-specific features, review the official documentation at Create a Dashboard.

By following the steps above, you can design ClickUp Dashboards that give your team real-time visibility into work, improve decision-making, and keep stakeholders aligned across your entire Workspace.

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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