How to Use Task List Cards in ClickUp
Task List cards in ClickUp Dashboards let you see tasks from many parts of your Workspace in one place so you can track progress, spot bottlenecks, and focus on what matters most.
This how-to guide walks you step by step through creating, configuring, and managing Task List cards, based strictly on the official Help Center article.
What Task List cards in ClickUp do
Task List cards pull tasks from different locations into a single Dashboard card. You choose which tasks to include and how they are grouped and displayed.
With these cards, you can:
- Monitor tasks from multiple Lists, Folders, or Spaces together
- Track work by people, status, priority, or other fields
- Control who can change tasks or the card itself
- Apply filters so you only see relevant work
Task List cards are available on all paid plans. Some advanced options, like grouping by custom fields, require higher-tier plans as documented in the original Help Center article.
How to add a Task List card in ClickUp
To start, you need an existing Dashboard with edit permissions. Then you can add your first Task List card.
Steps to create a Task List card
- Open the Dashboard where you want the card.
- Click the + button to add a new card.
- From the card types menu, select Task List.
- Choose the locations whose tasks you want to display.
- Configure the settings and filters as needed.
- Click Add card or Save to finish.
After adding the card, you can resize, move, and further customize it on your Dashboard.
Configure location options for ClickUp Task List cards
Locations define which tasks appear on the card. A location can be a Space, Folder, List, or any combination of these.
Selecting locations
When you create or edit a Task List card, use the location picker to choose where tasks come from. You can:
- Select one or more Lists
- Select entire Folders or Spaces
- Mix and match Spaces, Folders, and Lists
Only tasks within the chosen locations are eligible to appear on the card. Filters you add later will narrow the list further.
Including subtasks and archived items
Location settings also let you control subtasks and archived content:
- Include subtasks: Show subtasks alongside parent tasks from the selected locations.
- Include archived: Show archived tasks if you need full historical context.
Use these options if your workflows rely heavily on subtasks or require long-term reporting on archived work.
Control ClickUp Task List card permissions
Permissions determine what different people can do with a Task List card and the tasks on it.
Card-level access
Dashboard permissions apply to cards within that Dashboard. Depending on their role in ClickUp, people can:
- Viewers: See the card and tasks without making changes.
- Members with edit access: Adjust card settings, filters, and layout.
- Admins/Owners: Manage Dashboard and card access for everyone.
These permission levels ensure that only the right people can modify shared reporting views.
Task-level actions
People with task permissions can also update tasks directly from the card. From the Task List card, authorized users can typically:
- Open task details
- Change status or assignee
- Edit fields like due dates or priorities
Actual task actions depend on Workspace roles and sharing settings configured in your ClickUp environment.
Customize how ClickUp Task List cards display data
Display options let you tailor how information appears on your Task List card so teams can scan it quickly.
Choose visible columns
Each Task List card uses columns similar to a List view. You can show or hide specific fields, such as:
- Task name
- Status
- Assignee
- Due date
- Priority
- Custom fields (plan dependent)
Turn columns on or off from the card settings to keep the view lean and focused on the most important data.
Sort and group tasks
Sorting and grouping make it easier to read large sets of tasks in a ClickUp Dashboard.
You can typically:
- Sort by due date, priority, or other fields
- Group by status, assignee, or another supported field
Use grouping to visualize workloads or progress, such as grouping by status to see how many tasks are in each phase.
Adjust card layout
On the Dashboard canvas, you can drag to move the card and drag corners to change its size. A larger card can show more rows and columns, while a smaller one keeps the Dashboard compact.
Filter ClickUp Task List cards
Filters are essential for focusing Task List cards on the tasks that matter most to your team.
Common filters you can apply
From the card settings, add filters to narrow down tasks by criteria such as:
- Status (for example, only In progress or Open)
- Assignee (for example, only one or multiple team members)
- Due date ranges (overdue, this week, this month)
- Tags or custom fields (plan dependent)
You can combine several filters at once, such as tasks assigned to a specific user that are due this week and are not completed.
Saving and reusing filters
When you configure filters for a Task List card, the card uses those filters every time the Dashboard loads. This consistency helps teams use the card as a reliable report.
If you need different filtered views, create additional Task List cards on the same Dashboard, each with its own filter settings.
Practical ways to use ClickUp Task List cards
Here are a few practical scenarios where Task List cards are especially useful:
- Team workload overview: Group by assignee and filter by active statuses to see who is handling what.
- Project health report: Filter to a specific Folder or Space and group by status to monitor progress.
- Priority watchlist: Filter by high-priority tasks and approaching due dates to stay ahead of deadlines.
By combining location selection, display options, and filters, you can design highly focused reporting cards for different stakeholders.
Learn more about ClickUp Task List cards
For full details, including plan-level feature availability and the most current behavior, see the official Help Center article on Task List cards: Task List cards in ClickUp Dashboards.
If you need implementation help or want to pair Task List cards with a broader workspace strategy, you can also explore consulting options from partners such as Consultevo.
By mastering Task List cards in your ClickUp Dashboards, you can turn scattered tasks into clear, actionable overviews that keep every project 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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