Dashboard settings in ClickUp
ClickUp Dashboards give you a flexible way to track work, but you also need control over who can see and edit your data. This guide explains how to open, understand, and manage Dashboard settings so you can configure privacy, permissions, and sharing for every Dashboard safely and efficiently.
The steps below are based on the official documentation and walk you through each available setting, why it matters, and how to use it in your workspace.
Open ClickUp Dashboard settings
To manage options for any Dashboard, start by opening its settings menu.
- Open ClickUp and navigate to the Dashboard you want to configure.
- At the top of the Dashboard, locate the three-dot menu (more actions icon).
- Click the three dots to open the Dashboard settings panel.
From this panel, you can access controls for privacy, sharing, and advanced options such as duplication and deletion.
Understand ClickUp Dashboard privacy options
Privacy settings determine who can see and use each Dashboard. There are three main visibility levels you can choose from.
Private Dashboards in ClickUp
A private Dashboard is visible only to specific people or teams you choose. This is ideal for:
- Leadership reporting
- HR or finance data
- Sensitive client information
When a Dashboard is private:
- Only selected members and guests can access it.
- View and edit rights are controlled at the sharing level.
Workspace-level Dashboards in ClickUp
A Workspace Dashboard is available to everyone in your Workspace who has access to the relevant data.
Use this option for high-level overviews such as:
- Company OKR tracking
- Organization-wide metrics
- Cross-team project summaries
Users can see widget data based on their existing permissions to the underlying Spaces, Folders, and Lists.
Custom visibility Dashboards in ClickUp
Some workspaces need more granular control. Custom visibility lets you:
- Share a Dashboard with specific people and teams.
- Exclude certain groups, even if they are part of the Workspace.
- Align dashboards with project-based or department-based audiences.
Choose this setting when you want fine-grained control over who can use and see the Dashboard without making it completely private.
Configure ClickUp Dashboard sharing and permissions
After choosing a privacy level, adjust sharing and permissions so each person has the right level of access.
Share a Dashboard in ClickUp
- Open the Dashboard settings menu.
- Select the option to manage sharing or invite users.
- Search for the person, team, or guest you want to add.
- Set their permission level (for example, view or edit).
- Save or confirm your changes.
Sharing can be updated at any time, giving you flexibility as teams change or projects end.
Permission levels for Dashboards in ClickUp
Depending on your workspace configuration, you may see options like:
- View only: Users can open the Dashboard and interact with filters, but cannot change its structure.
- Edit: Users can add, remove, or configure widgets and alter layout.
- Owner: Full control, including deleting and updating settings.
Choose the most restrictive level that still lets each user do their work effectively.
Manage ClickUp Dashboard structure and widgets
Dashboard settings also help you maintain structure and consistency.
Rename a Dashboard in ClickUp
- Open the Dashboard.
- Click the title at the top, or open the settings menu.
- Select the rename option.
- Enter a clear, descriptive name that matches the Dashboard purpose.
- Save the new name.
Use naming conventions to help your team quickly recognize the purpose and audience of each Dashboard.
Reorder or organize Dashboards in ClickUp
Depending on your plan and configuration, you can often:
- Drag and drop Dashboards in a sidebar or list.
- Group Dashboards logically by team or use case.
- Remove obsolete Dashboards to reduce clutter.
Good organization makes it easier for users to find the Dashboards they actually need.
Advanced ClickUp Dashboard settings
Some actions in the Dashboard settings menu have a bigger impact and should be used carefully.
Duplicate a Dashboard in ClickUp
Duplicating allows you to reuse a successful layout without rebuilding it.
- Open the Dashboard settings menu.
- Select the duplicate or copy option.
- Choose whether to copy widgets only, or also carry over filters and settings (if available).
- Rename the new Dashboard to reflect its purpose.
- Adjust sharing and privacy for the duplicated version.
This is useful when you want similar reporting for different teams, clients, or projects.
Delete a Dashboard in ClickUp
Removing Dashboards keeps your workspace clean, but deletion can be permanent.
- Open the Dashboard you want to delete.
- Click the three-dot settings menu.
- Select the delete option.
- Review the confirmation message to understand what will be removed.
- Confirm the deletion if you are sure.
Only users with the proper permissions should delete Dashboards, especially those used by multiple teams.
Best practices for ClickUp Dashboard settings
Use these guidelines to keep your reporting environment secure and easy to navigate.
- Match privacy to data sensitivity: Set private visibility for sensitive information and use Workspace-level visibility for broad, non-confidential metrics.
- Review access regularly: Periodically open Dashboard settings and confirm that only the right people still have edit permissions.
- Standardize naming: Use consistent titles so users can quickly understand each Dashboard’s content and audience.
- Limit editors: Keep most users on view-only permissions and assign editing rights to a small group of owners.
More resources for mastering ClickUp
For the most accurate and up-to-date details on Dashboard settings, always refer to the official help center article: Dashboard settings in the ClickUp Help Center.
If you need help designing reporting structures, automation, or workspace organization, you can also explore expert consulting resources at Consultevo.
By using these Dashboard settings effectively, you can keep your ClickUp workspace organized, secure, and aligned with the way your teams work every day.
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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