Master Dashboard Filters in ClickUp

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Master Dashboard Filters in ClickUp

Dashboard filters in ClickUp let you quickly refine what data each widget shows so you can focus on the work that matters most. This guide explains how to use, customize, and save Dashboard filters step by step.

Overview of Dashboard filtering in ClickUp

On any Dashboard, filters help you control which tasks, users, or time ranges appear across your widgets. You can:

  • Filter by task properties like status or List
  • Filter by people to see work for specific assignees
  • Filter by time to analyze a particular date range
  • Filter by Sprint points for agile reporting
  • Save filter sets as views to reuse later

Every Dashboard in ClickUp has its own set of filters, and individual widgets can also have widget-specific filters when needed.

Access Dashboard filters in ClickUp

To start using filters on a Dashboard:

  1. Open the Dashboard you want to customize.
  2. Look at the top-right area of the Dashboard toolbar.
  3. Find the filter controls for tasks, people, time, and Sprint points.

When you apply or change filters here, they affect all compatible widgets on that Dashboard unless a specific widget has overriding settings.

Use ClickUp task filters on Dashboards

Task filters control which tasks appear in your Dashboard widgets. You can combine multiple conditions to focus on exactly the work you want.

Open task filters in ClickUp

  1. On your Dashboard, click the Tasks filter in the toolbar.
  2. A filter panel opens, showing available task filter options.

Common task filter options in ClickUp

Task filter options typically include:

  • Status: Show only tasks in certain stages, like Open, In Progress, or Closed.
  • List or Folder: Limit data to specific Lists or Folders.
  • Priority: Filter tasks by importance.
  • Tags or Custom Fields: Narrow results using additional attributes.

Available options may differ depending on the widgets and Spaces included in your Dashboard.

Apply and clear task filters

  1. Select your desired filter conditions from the panel.
  2. Watch your widgets update automatically to show matching tasks.
  3. To reset, open the filter panel and clear or remove the conditions you no longer need.

Task filters are ideal when you want your ClickUp Dashboard to focus on a subset of work, such as a specific project, priority level, or workflow stage.

Use ClickUp people filters on Dashboards

People filters help you view data for specific members, guests, or teams. This is useful for monitoring individual workloads and team performance.

Filter Dashboard widgets by people in ClickUp

  1. On the Dashboard toolbar, click the People filter.
  2. Choose from individual users, teams, or groups depending on your setup.
  3. Apply your selections to update relevant widgets.

Compatible widgets will now only display tasks or time entries associated with the selected people.

Best practices for people filters

  • Use people filters to run one-on-one reviews or performance snapshots.
  • Combine people filters with time filters to see recent activity per user.
  • Use team filters to focus on departments or functional groups.

Use ClickUp time filters on Dashboards

Time filters let you analyze work within a specific date range. These filters can affect time-based widgets such as time tracking, activity, or task creation reports.

Set a time range filter in ClickUp

  1. Click the Time filter on your Dashboard toolbar.
  2. Pick a preset range such as Today, This Week, This Month, or Last 30 Days.
  3. Or select a custom date range to focus on a particular period.
  4. Apply the range and watch your widgets refresh with date-limited data.

Time filters are especially valuable when running recurring reports, end-of-sprint reviews, or monthly summaries.

Tips for analyzing data with time filters

  • Compare different ranges by changing the filter and viewing how metrics shift.
  • Use consistent ranges when presenting recurring reports to stakeholders.
  • Combine time and people filters for detailed workload analysis in ClickUp.

Use ClickUp Sprint points filters on Dashboards

If you use Sprints, Sprint points filters allow you to focus on specific Sprints or point values across related widgets.

Filter by Sprint points in ClickUp

  1. On the Dashboard toolbar, click the Sprint points filter (if available).
  2. Select relevant Sprints or point ranges, such as the current Sprint or completed Sprints.
  3. Apply your choices to update agile-related widgets.

Use Sprint points filters when reviewing velocity, capacity, and completion rates for your agile teams.

Save and reuse ClickUp Dashboard filter views

You can save a specific combination of filters as a reusable view on your Dashboard. This helps you quickly switch between frequently used perspectives.

Save a Dashboard view with filters in ClickUp

  1. Set your desired task, people, time, and Sprint points filters.
  2. Locate the view controls at the top of the Dashboard.
  3. Save the current configuration as a new view.
  4. Give the view a clear, descriptive name that reflects the filters applied.

Once saved, you can click this view any time to restore those exact filter settings without reconfiguring them.

Examples of useful saved views

  • Management overview for a specific department
  • Weekly engineering Sprint review with Sprint points filters
  • Monthly time tracking summary filtered by team
  • Client-specific reporting views filtered by List and assignee

Combine multiple ClickUp filters effectively

Powerful reporting on Dashboards comes from using multiple filters together. When combining filters, remember that only items matching all conditions will appear.

Sample filter combinations in ClickUp

  • Tasks + People: Show only high-priority tasks assigned to a specific user.
  • Time + People: Review time tracked last week by a particular team.
  • Tasks + Time: Analyze tasks created this month in a certain List.
  • Tasks + Sprint points: View incomplete tasks from the current Sprint.

Experiment with combinations until your Dashboard presents exactly the level of detail you need.

Troubleshooting ClickUp Dashboard filters

If your widgets are not showing the data you expect, review your filter settings.

Common filter issues in ClickUp

  • No results displayed: Filters may be too restrictive. Try removing one condition at a time.
  • Missing tasks or users: Confirm that those items are in the Spaces, Folders, or Lists included on the Dashboard.
  • Widgets look different: Some widget types may not support all filter options.
  • Saved view not updating: Check whether filters were changed after the view was saved and consider updating the view.

Adjusting task, people, time, or Sprint points filters usually resolves most visibility issues.

Learn more about ClickUp Dashboards

For additional detail on Dashboard filters directly from the platform documentation, see the official Dashboard filters help article. To improve how your organization designs reporting structures, automation, and ClickUp implementation strategy, you can also explore expert resources at Consultevo.

By mastering Dashboard filters in ClickUp and combining them with saved views, you can turn every Dashboard into a focused, reusable reporting hub tailored to your teams and goals.

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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