Last updated on 9 December 2022
When using ClickUp for project management, a dashboard operates as your mission control center for a particular project. You can get a quick overview of your project and teams and the primary hub where everyone collaborates.
Amongst others, it’s used for Sprint tracking, team planning, resource management, and more.
As such, it’s an important feature to understand to unlock the full potential of ClickUp and boost your productivity.
This guide will give you a to-the-point overview of how to create your ClickUp dashboard. We’ll also introduce you to its most valuable tools, features, and capabilities to kickstart your project.
How to create a ClickUp dashboard
Creating a ClickUp dashboard isn’t as hard as everyone else makes it out to be. It’s pretty easy. Just try not to create a complicated or whole dashboard off the bat. You can add more details to it over time and slowly create the detailed dashboard of your dreams. First, you’ll need to create and log in to your ClickUp account.
Then, you can follow these step-by-step instructions to create your first ClickUp dashboard:
Click the masonry dashboard icon under the notifications bell in the top left corner.
Click the large ‘Add Dashboard‘ button in the center of the screen. Then, type a name for your dashboard in the top left corner.
You will need to add at least one widget as a template to create your dashboard. So, click the ‘+ Widgets‘ button in the popup.
Then, select the widget you want to add. The List widget is one of the most common starter widgets, so we’ll go with that.
Fill in the required details for the widget, and click ‘Add widget.‘
And that’s it! Your dashboard should now appear in the list to your left under ‘My Dashboards.’ If you click on the name of your dashboard, you’ll see it populated with the widget you chose in step 5:
Want to add another ClickUp dashboard?
To add another dashboard, click the dashboard icon in the left-hand menu to see all your dashboards. Then click the ‘+‘ icon above your list of existing dashboards and repeat the same process.
You can also click the ‘+ Widget‘ button in the top right corner to add more widgets to your dashboard.
There are more than 50+ plug-and-play widgets that you can use to add capabilities to your ClickUp dashboard. So, while we can’t cover them all, here are some of the most useful widgets to get you started:
- Task List: A Kanban-like list populated with individual tasks from across your workspace.
- Burnup/Burndown: Used to track the amount of work completed or left unfinished during a sprint.
- Portfolio: Get an overview of all your lists & folders for a project-wide overview.
- Time Reporting: Used to track time spent on a project(s).
- Charts: Various graphic charts to track data or progress, such as bar, line, pie charts and a battery bar.
It’s worth noting that widgets are highly customizable, so you can fine-tune your dashboard to your needs.
It’s worth noting that you can embed various widgets to add functionality from other platforms. For example, a YouTube video player, Figma prototype, Google Docs/Sheets/Slides, or custom URLs/HTML.
Can guests create dashboards in ClickUp?
Unfortunately, no. You can only share dashboards with specific people or guests. Guests can only view dashboards, not create or make any changes.
What should a dashboard include?
That’s up to you and your needs. For most dashboards, we highly recommend a task list and something to track KPIs and performance.
This will be different for everyone, though; it entirely depends on your needs and what type of dashboard you want to create. Thankfully, ClickUp makes this a lot easier.
As you can see, the potential use cases to manage your projects using ClickUp dashboards are endless. This flexibility is primarily thanks to the 50+ widgets you can use to create the exact project dashboard experience you need.