How to Create and Share a Dashboard View in ClickUp

In ClickUp, Dashboard views let you build visual, real-time reports from tasks, time entries, financials, and more. This guide walks you step-by-step through creating, customizing, and sharing a Dashboard view so your team can track work efficiently.

What is a Dashboard view in ClickUp?

A Dashboard view in ClickUp is a flexible reporting space that uses interactive cards to display information from across your Workspace. You can combine charts, task lists, time tracking summaries, and other data into one place.

Dashboard views are especially helpful when you want a high-level overview of performance, project status, or workload, without opening every individual task or List.

Where ClickUp Dashboard views can be created

You can create a Dashboard view from different locations in your Workspace. The set of sources you can report on depends on where you start.

From a Space: Build a Dashboard view that reports on all tasks and data inside that Space.
From a Folder: Focus on tasks and activity from all Lists contained in a specific Folder.
From a List: Create a Dashboard view limited to tasks from just that List.
Global Dashboards: From the Dashboards section in the sidebar, build views that can pull data from the entire Workspace.

Each Dashboard view supports multiple cards, and each card can be configured with its own filters and settings.

How to create a Dashboard view in ClickUp

Use the following steps to create a Dashboard view at the Space, Folder, or List level.

Step 1: Open the correct location in ClickUp

In the left sidebar, select the Space, Folder, or List where you want to add the Dashboard view.
Confirm that the location includes the tasks or workflows you want to analyze in your Dashboard view.

Step 2: Add a new Dashboard view

At the top of your current location, click the + View button.
From the menu of view types, select Dashboard.
Name the new Dashboard view so your team clearly understands its purpose, for example, “Marketing Overview” or “Sprint Metrics”.
Choose the privacy or sharing options available for the view, depending on your plan and Workspace settings.
Click Add view to create the new Dashboard view in ClickUp.

Your new Dashboard view will open with an empty canvas ready for cards.

How to add cards to your ClickUp Dashboard view

Cards are the building blocks of every Dashboard view in ClickUp. They display metrics, charts, lists of tasks, time tracking data, and other insights.

Step 3: Create your first card

Inside your Dashboard view, click the button or prompt to Add card.
Browse the categories of cards available, which commonly include:

Task cards: Show task lists, status breakdowns, or task counts.
Time cards: Summarize time tracked by assignee, List, or date range.
Workload and capacity cards: Display effort or allocation across your team.
Financial or numeric cards: Aggregate numeric Custom Fields or similar metrics.

Select the type of card that best fits the information you want to display.

Step 4: Configure card settings

Choose the data source for the card. Depending on where the Dashboard view was created, you may be able to pull from the current List, Folder, Space, or multiple locations.
Set filters such as:

Status (for example, only Open tasks).
Assignees or teams.
Tags or Custom Fields.
Date ranges for due dates, start dates, or time tracked.

Select the visualization type, such as bar chart, pie chart, line chart, or simple list, if the card supports multiple display options.
Optionally rename the card to describe the metric clearly, like “Bugs by Status” or “Hours Tracked This Week”.
Save the card to add it to your Dashboard view.

Customize your ClickUp Dashboard layout

After adding cards, you can customize the layout of your Dashboard view in ClickUp to highlight the most important information.

Step 5: Arrange and resize cards

Drag and drop: Click and drag the top of a card to move it to a new position on the grid.
Resize cards: Use the card borders or corners (where available) to change its width or height.
Group related cards: Place similar metrics together, such as all sprint reports in one row and all workload cards in another.

Step 6: Edit or remove cards

Open a card’s menu to adjust settings like filters, chart type, or name.
Duplicate cards when you want similar metrics with only small filter differences.
Delete any card that no longer provides value to keep your Dashboard view focused and clean.

A well-structured Dashboard view in ClickUp makes it easier for your team to quickly understand progress and issues.

How to share a Dashboard view in ClickUp

Sharing a Dashboard view in ClickUp ensures that stakeholders can access the same real-time information without recreating the Dashboard themselves.

Step 7: Adjust sharing settings

While viewing your Dashboard, open the Sharing or Permissions options, typically found near the view name.
Choose who can access the Dashboard view:

Private: Visible only to you or selected people.
Members and guests: Share with individuals, specific teams, or the entire Workspace, depending on your plan permissions.

Decide whether each user or group has view-only access or can also edit the Dashboard view and its cards.
Confirm your changes so the right people can open the Dashboard view in ClickUp.

Step 8: Share links or context

Copy the URL of your Dashboard view and share it in chat, docs, or emails to bring attention to key metrics.
Add the Dashboard link to a recurring meeting agenda so everyone can open the same view during reviews.

Keeping your Dashboard view shared and accessible helps your team stay aligned around the same data.

Tips for effective Dashboard views in ClickUp

To get the most value from Dashboard views in ClickUp, keep these best practices in mind:

Start simple: Begin with a small set of essential cards, then add more as you discover additional reporting needs.
Use consistent filters: Align filters like date ranges and statuses across cards so comparisons are meaningful.
Review regularly: Revisit and update your Dashboard view as projects, teams, or KPIs evolve.
Limit noise: Remove outdated or rarely used cards to keep the Dashboard view easy to scan.

Additional resources for ClickUp users

To see the original product documentation this guide is based on, visit the official article on how to create and share a Dashboard view in ClickUp.

If you need strategic help designing reporting structures, workflows, or integrations around your Dashboard views, you can explore consulting services at Consultevo.

By following these steps, you can create powerful Dashboard views in ClickUp that centralize your data, simplify reporting, and give your team clear visibility into work across your Workspace.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`