Menu
Tech

How to Setup a ClickUp Dashboard for One-stop Data Insight

setup a clickup dashboard

When using ClickUp for project management, a dashboard operates as your mission control centre for a particular project. It’s where you can get a quick overview of your project and teams and the primary hub where everyone comes together to collaborate.

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.

In this guide, we’ll give you a to-the-point overview of how to create your ClickUp dashboard. We’ll also give you a quick introduction to its most valuable tools, features, and capabilities to kickstart your project.

How to Create a ClickUp Dashboard

First of all, you’ll need to create and log in to your ClickUp account.

Then, you can simply follow these step-by-step instructions to create your first ClickUp dashboard:

Step 1

In the top left corner, click the masonry dashboard icon under the notifications bell

clickup dashboard

Step 2

Click the large “Add Dashboard” button in the centre of the screen. Then, type a name for your dashboard in the top left corner

type name for the dashboard

Step 3

You will need to add at least one widget as a template to create your dashboard. So, click the “+ Widgets” button in the popup

press + widget

Step 4

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

select the widget wanted

Step 5

Fill in the required details for the widget, and then click “Add widget

task list

All done

And, that’s it! Your dashboard should now show up 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:

dashboard clickup

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.

What’s Next?

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 that has been 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, or pie charts and a battery bar.

It’s worth noting that widgets are highly customizable so that 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.

Conclusion

As you can see, the potential use-cases to manage your projects using ClickUp dashboards are pretty much endless. This flexibility is primarily thanks to the 50+ widgets you can use to create the exact project dashboard experience you need.

Related

About Author

Tech writer who's really passionate about technology and revolutionary progression!

No Comments

    Leave a Reply