ClickUp Dashboards How-To Guide
ClickUp Dashboards give you a powerful way to track work, visualize progress, and share key insights with your team in one customizable view. This guide walks you through how to create, configure, and manage Dashboards step by step.
What are ClickUp Dashboards?
Dashboards in ClickUp are flexible reporting spaces where you add visual cards to monitor tasks, time, sprints, workload, and more. They pull live data from your Workspace and let you design different layouts for different audiences.
Use Dashboards to:
- Build high-level executive reports.
- Monitor team workload and capacity.
- Track sprints and Agile metrics.
- View time tracking and billable hours.
- Share summaries with stakeholders.
Each Dashboard is made of cards. Cards are widgets that display information such as tasks, charts, time logs, or embeds.
Accessing ClickUp Dashboards
You can open Dashboards from the main interface and quickly switch between them as needed.
- From the left sidebar, select Dashboards.
- Browse the list of existing Dashboards in your Workspace.
- Click a Dashboard name to open it in the main view.
Depending on your plan and permissions, you may see personal, shared, or Workspace-wide Dashboards.
Create a new ClickUp Dashboard
Follow these steps to create a new Dashboard tailored to your workflow.
- In the left sidebar, click Dashboards.
- Select + New Dashboard or a similar option if available in your view.
- Enter a clear, descriptive name for your Dashboard.
- Choose who can access it using the sharing or privacy settings.
- Click Create to open your new, empty Dashboard canvas.
Your new Dashboard is now ready for cards and customization.
Customize ClickUp Dashboards with cards
Cards are the core building blocks of any Dashboard. Each card shows specific data or content, such as task lists, charts, time logs, or notes.
Add cards in ClickUp Dashboards
To add cards to your Dashboard:
- Open your Dashboard.
- Click Add card or the plus icon on the canvas.
- Choose a card type from the list, such as:
- Task cards for lists of tasks with filters.
- Chart cards for visual data like pie, bar, or line charts.
- Time Tracking cards for time logs and billable data.
- Workload cards for capacity and assignment views.
- Embedded cards to display external content.
- Configure the card’s filters, sources, and display options.
- Click Add card or Save to place it on your Dashboard.
You can add multiple cards to highlight different teams, Spaces, or timeframes.
Rearrange and resize ClickUp Dashboard cards
Arrange your Dashboard layout to match your reporting needs:
- Drag and drop a card to move it to a new position.
- Use the edges or corners of a card to resize it.
- Group related cards together, such as sprint data and burndown charts.
This flexibility helps you create a clear visual story for your stakeholders.
Edit or remove cards in ClickUp
You can adjust or remove any card as your workflows change:
- Open the card menu, usually found as three dots.
- Select Edit to change filters, data sources, or visualization options.
- Select Remove or Delete if you no longer need the card.
Editing cards lets you refine your Dashboard over time without starting from scratch.
Filter and configure ClickUp Dashboard data
Dashboard cards pull live data from your Workspace, so it is important to set the right filters and settings.
Set task filters in ClickUp cards
To focus on relevant tasks:
- Filter by status, such as open, in progress, or done.
- Limit data to specific Spaces, Folders, or Lists.
- Filter by assignee to highlight individual or team workload.
- Use custom fields to narrow down specialized workflows.
These filters help your Dashboard reflect exactly what you need to monitor.
Adjust time and date ranges
Many ClickUp Dashboard cards support time-based settings:
- Select date ranges like today, this week, this month, or custom periods.
- Use rolling windows to always see the latest activity.
- Apply matching date ranges to related cards for consistent reporting.
Aligning date filters makes trend analysis and performance tracking much easier.
Share ClickUp Dashboards with your team
Sharing ensures your team and stakeholders see the same up-to-date information.
- Open your Dashboard.
- Click the sharing or permissions control, often at the top right.
- Select who can view, comment, or edit the Dashboard.
- Choose to share with individuals, teams, or your entire Workspace, depending on your plan.
Use permissions to control who can change Dashboard settings versus who can only view them.
Use ClickUp Dashboards for different audiences
Consider creating separate Dashboards for:
- Leadership: High-level KPIs, revenue metrics, and key milestones.
- Project managers: Task statuses, risks, and sprint health.
- Team members: Personal workload, priorities, and due dates.
- Clients: Progress summaries and deliverable timelines.
Tailored Dashboards keep information relevant and easier to understand for each group.
Best practices for ClickUp Dashboards
To keep your Dashboards effective and manageable, follow these best practices.
Simplify your ClickUp Dashboard layout
A clean layout improves readability:
- Limit the number of cards to what is truly necessary.
- Place top-priority metrics at the top of the Dashboard.
- Use consistent naming for cards and Dashboards.
Overloading a Dashboard with too much information can reduce its value.
Standardize ClickUp reporting views
Standardization helps different teams understand information quickly:
- Use similar card types for similar reports across teams.
- Align color coding and statuses throughout your Workspace.
- Reuse proven Dashboard layouts when you create new ones.
This consistent approach reduces confusion and speeds up onboarding for new team members.
Review and update Dashboards regularly
As your processes evolve, revisit your Dashboards:
- Remove cards showing outdated metrics.
- Add new cards for emerging KPIs or workflows.
- Adjust filters to match updated Spaces, Folders, or Lists.
Regular maintenance ensures your Dashboards remain accurate and actionable.
Learn more about ClickUp Dashboards
To dive deeper into Dashboard features, card types, and plan-specific options, review the official documentation on the ClickUp Help Center: Intro to Dashboards.
If you need expert consulting on implementing dashboards, workflows, or broader work management strategies, you can find specialized help at Consultevo.
By following the steps in this how-to guide and refining your layouts over time, you will build ClickUp Dashboards that clearly present your most important work and keep every stakeholder aligned.
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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