Share Dashboards in ClickUp
Sharing Dashboards in ClickUp lets you give teammates, guests, and even public viewers real-time insight into your work without exposing unnecessary information. This guide explains every way to share, manage access, and control privacy for your Dashboard views and widgets.
Use this article to understand what happens when you share a Dashboard, how to invite people, and how to manage permissions and privacy settings safely.
Overview of ClickUp Dashboard sharing
Dashboards are reporting hubs made from customizable widgets that surface data from tasks, Goals, and more. When you share a Dashboard, the people you invite can see data based on what they are already allowed to access in your Workspace.
Key points to remember:
- Sharing a Dashboard does not change user permissions to Spaces, Folders, or Lists.
- People only see widget data from tasks and items they have permission to view.
- Guests can see Dashboard data drawn from tasks they are already shared on.
- Dashboards can be shared privately, with your entire Workspace, or publicly via URL.
What Dashboard sharing changes in ClickUp
When you share a Dashboard, some abilities and visibility options are affected by user role and access level.
Visibility and data access in ClickUp
Any person you add to a Dashboard sees widgets and data that match their existing permissions in the Workspace. For example, if a widget reports on tasks from several private Lists, a viewer only sees tasks from Lists where they already have access.
Dashboard sharing never overrides task, List, Folder, or Space sharing. Instead, it uses those underlying permissions to decide what each person can see.
Permissions available on shared Dashboards
When you share a Dashboard, you can control how much each person can do. Depending on your plan and Workspace settings, common permission options include:
- View only: People can view the Dashboard but cannot edit widgets or layout.
- Edit: People can modify widgets, filters, and layout.
- Manage or Admin: Workspace owners or admins can fully manage the Dashboard, including sharing settings.
The exact labels and availability of these permissions may vary by plan and Workspace configuration.
How to share a Dashboard in ClickUp
You can share any Dashboard you have permission to manage. Use the steps below to open and adjust sharing settings.
Open Dashboard sharing settings in ClickUp
- Open the Dashboard you want to share.
- Find the sharing or permissions icon near the top of the Dashboard interface.
- Click the icon to open the sharing panel.
The sharing panel shows who currently has access, what type of access they have, and options to invite more people or generate shareable links.
Add individual people or teams
To invite specific people or groups to your Dashboard:
- In the sharing panel, use the Invite or Add people field.
- Search for users, guests, or teams by name or email.
- Select the person or team from the results.
- Choose a permission level, such as view only or edit.
- Confirm to send the invite and grant access.
Invited people will see the Dashboard under the Dashboards area of your Workspace once they accept or once access is granted, depending on your Workspace settings.
Share a Dashboard with your entire Workspace
If you want everyone in your Workspace to see a Dashboard:
- Open the Dashboard sharing panel.
- Look for the option to share with Workspace or Everyone in Workspace.
- Enable it and select the default permission level (often view only).
This is useful for company-wide reporting, leadership overviews, or shared KPIs that should be visible to all members.
Share a public Dashboard link in ClickUp
Public sharing lets you share a Dashboard with people who do not have a Workspace account. Use it carefully because anyone with the link can access the Dashboard content you expose.
To create a public Dashboard link:
- Open the Dashboard and click its sharing options.
- Locate the setting to enable Public or Public sharing.
- Toggle it on to generate a shareable URL.
- Copy the URL and send it to external stakeholders as needed.
Public sharing options may vary by plan and admin configuration. Some Workspaces restrict public sharing entirely for security or compliance reasons.
Manage permissions on a shared ClickUp Dashboard
After you share a Dashboard, you can adjust access at any time from the same sharing panel.
Change or remove access for users
- Open the Dashboard.
- Click the sharing or permissions icon.
- Locate the person or team under the list of users with access.
- Use the dropdown next to their name to change their permission level.
- To revoke access completely, choose the option to remove or delete their access.
Changes apply immediately, so the person’s abilities on the Dashboard update in real time.
Update Workspace or public access
To adjust broader access settings:
- In the sharing panel, review the Workspace-level sharing controls.
- Turn Workspace sharing off if you want to restrict the Dashboard to a smaller audience.
- Review the Public sharing toggle and disable it if the Dashboard should no longer be visible via public URL.
Always check access scopes before adding sensitive widgets, especially when public links are active.
Control widget privacy on ClickUp Dashboards
Dashboard widgets pull data from tasks, Goals, and other items across your Workspace. Even with a shared Dashboard, widget privacy settings help you refine exactly what different viewers can see.
How widget data respects Workspace permissions
Widgets automatically respect underlying permissions:
- If a viewer does not have access to a specific List or Folder, tasks from that location are hidden from widget results.
- If a widget references private tasks or custom views, only people with access to those items can see the related data.
- Guest users see only information drawn from tasks or items they have been individually shared on.
This layered permission model helps keep sensitive information protected while still offering high-level reporting.
Adjust widget-level privacy settings
Some widgets allow additional privacy configuration, such as limiting the scope of data or adjusting filters so fewer items are displayed.
- Hover over a widget on your Dashboard.
- Click the widget settings or ellipsis menu.
- Review the filters, data sources, and visibility-related options.
- Restrict the widget’s data sources to specific Spaces, Folders, Lists, or statuses as needed.
Fine-tuning widget filters is especially helpful when a Dashboard is shared publicly or with a large audience.
Best practices for sharing ClickUp Dashboards
To keep data accurate and secure, follow these practical suggestions when sharing reporting views.
- Start with least privilege: Share Dashboards with view-only access by default, and upgrade permissions only for collaborators who need to edit.
- Regularly audit access: Review the Dashboard sharing panel periodically to ensure only the right people and teams still have access.
- Check public links: Public URLs are powerful; disable them when a report is no longer needed externally.
- Curate widgets for guests: When inviting guests, use targeted widgets that focus only on the work relevant to them.
- Align with Workspace policies: Confirm that Dashboard-sharing habits follow your company’s security and compliance standards.
More resources for using ClickUp Dashboards
For the official, most up-to-date documentation on Dashboard sharing features, visit the Share Dashboards support article from the platform’s help center.
If you need expert help designing reporting structures, optimizing permissions, or scaling your Workspace, you can learn more at Consultevo, a consulting site focused on productivity and systems design.
By understanding how Dashboard sharing, permissions, and widget privacy work together, you can confidently build reporting views in ClickUp that keep your team informed while protecting sensitive data.
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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