How to Use Pie Chart Dashboard Cards in ClickUp
Pie Chart cards in ClickUp Dashboards let you visualize task data at a glance so you can quickly understand status, workload, and progress across your workspaces.
This how-to guide walks you through creating, configuring, and customizing Pie Chart cards, based strictly on the official ClickUp Pie Chart cards documentation.
What Pie Chart cards in ClickUp can show
Pie Chart cards in ClickUp display how tasks are distributed based on a selected field. Each slice of the chart represents a value from that field, giving you quick insight into how work is spread.
You can visualize tasks by:
- Status or Status group
- Assignee
- Tags
- Priorities
- Any supported Custom Field
Because Pie Chart cards live on Dashboards, you can monitor multiple workflows, teams, and projects in one place without opening individual views.
Accessing Pie Chart cards in ClickUp Dashboards
Before you add a Pie Chart, you need an existing Dashboard. You can either open an existing one or create a new Dashboard in ClickUp.
- Open the Sidebar and select Dashboards.
- Choose an existing Dashboard or click to create a new one.
- Make sure you have edit access so you can add and configure cards.
Once you are in a Dashboard, you are ready to add a Pie Chart card and connect it to the right task data.
How to add a Pie Chart card in ClickUp
Adding a Pie Chart card in ClickUp is done directly from the Dashboard interface.
- In your Dashboard, click the + Add card button.
- From the card types, choose Charts.
- Select the Pie Chart option.
- Confirm to add the card to your Dashboard layout.
The Pie Chart card appears on the Dashboard, ready for you to configure sources, fields, and filters.
Configure ClickUp Pie Chart data sources
Every Pie Chart in ClickUp needs at least one task source so it can pull data. Task sources define which spaces, folders, or lists feed the chart.
- Open the Pie Chart card settings or click the card configuration menu.
- Choose Task sources.
- Select one or more of the following:
- Spaces
- Folders
- Lists
- Save your selection to apply the task sources to the card.
Using multiple sources lets you compare or aggregate data across several teams or projects within ClickUp.
Choose the field to visualize in ClickUp Pie Charts
The key setup step is deciding which field the Pie Chart card will use to create slices.
- In the Pie Chart card settings, locate the Group by or equivalent field selector.
- Choose one supported field, such as:
- Status or Status group
- Assignee
- Tag
- Priority
- A supported Custom Field
- Confirm your selection to update the chart.
Each unique value of the field becomes a slice, and the slice size is determined by the metric you choose, such as task count.
Set metrics and display options in ClickUp Pie Charts
Pie Chart cards provide multiple ways to control how data is measured and shown.
Select metrics for your ClickUp Pie Chart
Depending on your needs, you can configure metrics like:
- Number of tasks per slice
- Time-based metrics (when supported) such as estimated time or logged time
- Custom Field totals if the field is numeric
After choosing a metric, the Pie Chart recalculates slice sizes based on that metric, giving you more precise insight into workload or scope.
Customize labels and percentages in ClickUp
To make your Pie Chart easier to read, adjust label settings and percentages.
- Open the Pie Chart card settings.
- Look for display or label options.
- Enable or disable:
- Slice labels
- Percentages
- Totals where available
These label options help stakeholders quickly interpret the chart during status reviews or planning sessions.
Filter tasks in your ClickUp Pie Chart card
You can narrow down which tasks appear in the ClickUp Pie Chart using filters. This is useful when you want to focus on a specific time frame, assignee, or workflow segment.
- Open the Pie Chart card settings or filter menu.
- Add one or more filters, such as:
- Status (for example, only active work)
- Assignee (specific people or teams)
- Date range (due dates, created dates, or other date fields)
- Tags (for campaigns, clients, or initiatives)
- Apply the filters to update the chart view.
You can combine multiple filters to build focused visual reports without changing your underlying task structure in ClickUp.
Arrange and resize Pie Chart cards in ClickUp Dashboards
Pie Chart cards are fully adjustable so you can design a layout that fits your reporting style in ClickUp Dashboards.
- Move the card: Drag and drop the Pie Chart card to a new position on the Dashboard grid.
- Resize the card: Drag the card edges or corners to change width and height for better visibility.
- Combine with other cards: Place Pie Charts next to Line, Bar, or Task list cards to create comprehensive reporting boards.
This flexibility helps you build executive summaries, team overviews, or client-facing reports all from a single ClickUp Dashboard.
Best practices for ClickUp Pie Chart cards
To get maximum value from Pie Chart cards in ClickUp, follow these recommendations:
- Use clear fields: Group by simple, well-defined fields like status, owner, or priority so the chart is easy to understand.
- Limit slices: Too many unique values create clutter. Consider grouping or cleaning up values in ClickUp to keep the chart readable.
- Align filters with goals: Match your filters to the question you are answering, such as current sprint work, overdue tasks, or a particular team.
- Pair with other charts: Combine Pie Charts with other Dashboard cards to validate trends and avoid relying on a single visualization.
Learn more about ClickUp reporting
Pie Chart Dashboard cards are one of several reporting tools available in ClickUp. To dive deeper into the official documentation, see the Pie Chart cards help article.
If you need strategic help designing scalable reporting, automation, or AI workflows around ClickUp, you can also explore consulting resources at Consultevo.
By combining properly configured Pie Chart cards with thoughtful filters and metrics, you can turn any ClickUp Dashboard into a clear, visual command center for your projects and teams.
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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