Dashboards in ClickUp

Dashboards in ClickUp let you create a real-time control center for your Workspace so you can track work, visualize data, and share insights with your team in one place.

This guide explains what Dashboards are, how they work, and how to manage them using the features described in the official ClickUp help section.

What are Dashboards in ClickUp?

A Dashboard is a customizable page where you add widgets to monitor work across Spaces, Folders, and Lists. Instead of jumping between views, you can review high-level information at a glance.

From the Dashboards area, you can:

• See summaries of task progress and workload.
• Review time tracking and team performance.
• Visualize data using charts and tables.
• Collaborate with your team using shared widgets.

Dashboards in ClickUp are ideal for managers, team leads, and anyone who needs a consolidated overview of projects.

Accessing Dashboards in ClickUp

You can open the Dashboards section directly from the platform navigation.

1. Sign in to your Workspace.
2. Locate the Dashboards section in the main navigation.
3. Open the Dashboards area to see a list of existing Dashboards you can access.

The Dashboards home area lists all Dashboards you have permissions to view, including any you have created or that have been shared with you.

Create a new Dashboard in ClickUp

Use the Dashboards section to build a new custom overview for your team.

1. Open the Dashboards area.
2. Look for the option to create or add a new Dashboard.
3. Give your Dashboard a clear name so your team can recognize its purpose.
4. Choose or confirm sharing and privacy settings if prompted.
5. Open the new Dashboard to start adding widgets.

Once the Dashboard is created, you can customize it with widgets so the page reflects the metrics and information that matter most to your team.

Manage Dashboard sharing and privacy in ClickUp

Dashboards can be shared with the people and teams who need access. You can control who sees and edits a Dashboard using the supported sharing options.

• Share a Dashboard with specific people or teams.
• Adjust permissions so others can view or edit.
• Restrict access when a Dashboard should remain private.

The sharing options available depend on your plan and Workspace settings. Use them to make sure each ClickUp Dashboard is visible to the right stakeholders.

Dashboard features and actions in ClickUp

Within each Dashboard, you can perform different actions to keep it organized and relevant.

Rename and organize Dashboards in ClickUp

Keep your Dashboards list tidy so users can find what they need.

• Rename a Dashboard to better match its purpose.
• Star or favorite important Dashboards for quick access.
• Sort or filter your Dashboards list using the options available in the Dashboards area.

Organizing Dashboards in ClickUp helps teams quickly locate the overviews that support their daily work.

Duplicate or delete Dashboards in ClickUp

Managing existing Dashboards may include copying or removing them.

• Duplicate a Dashboard to reuse its setup for a different project or team.
• Delete a Dashboard you no longer need, using the delete option available from its menu.

Duplicating a Dashboard is useful when you want the same layout and similar widgets but different data sources or scopes.

Widgets on Dashboards in ClickUp

Widgets are the building blocks of each Dashboard. Each widget displays specific information, such as charts, tables, or task lists, based on the data you choose.

From the widgets section, you can learn about all supported widget types and how they behave. Common widget uses include:

• Showing task statuses and counts.
• Summarizing time tracking.
• Displaying workload by person.
• Visualizing progress with charts and graphs.

The exact set of widgets available in your Workspace depends on your plan and feature access.

Add widgets to a ClickUp Dashboard

After creating a Dashboard, you can add widgets to bring in the data you need.

1. Open the Dashboard you want to edit.
2. Select the option to add a widget.
3. Choose a widget type from the available categories.
4. Configure the widget, including sources, filters, and layout options.
5. Save the widget and adjust its position on the Dashboard.

You can repeat these steps to add multiple widgets and build a comprehensive overview of your work.

Arrange and customize widgets in ClickUp

You can tailor each Dashboard layout to your preferences.

• Drag and drop widgets to rearrange them.
• Resize widgets to highlight the most important metrics.
• Edit widget settings to change filters or displayed data.
• Remove widgets that are no longer useful.

By customizing widget layout, every ClickUp Dashboard can match a specific reporting or monitoring need.

Use cases for Dashboards in ClickUp

Dashboards support many different scenarios across teams and departments.

• Project management: Track milestones, overdue tasks, and status at a glance.
• Team performance: Monitor workload, capacity, and time tracking.
• Operations: Visualize recurring workflows and process health.
• Leadership reporting: Present key metrics and progress to stakeholders.

Because Dashboards pull in data from different parts of your Workspace, they help centralize information for quick review and decision-making.

Tips for effective ClickUp Dashboards

To get the most from your Dashboards, follow a few best practices:

• Start with a clear goal for each Dashboard.
• Limit each Dashboard to the most important KPIs to avoid clutter.
• Use descriptive names for Dashboards and widgets.
• Review and update widgets regularly so data stays relevant.
• Share Dashboards with the right audience based on their responsibilities.

These suggestions help you maintain Dashboards that are accurate, easy to understand, and directly useful to your team.

Learn more about Dashboards in ClickUp

The Dashboards section of the official help center provides detailed reference material. You can explore every feature, widget, and configuration option there.

• Visit the official Dashboards help section: ClickUp Dashboards documentation
• For additional implementation and optimization support, see Consultevo, a consulting resource for digital work management solutions.

Use this how-to guide alongside the official documentation to build, share, and refine Dashboards that give your team a clear and actionable overview of work in ClickUp.

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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