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How to Create a Dashboard in ClickUp



Guide

  1. Click on 'Dashboards' in the left sidebar.

  2. Click the '+ Create Dashboard'.

  3. Select a template for your dashboard.

  4. Click the drop down arrow to select a location to source your data from.

  5. Click 'Create Dashboard'.

  6. Enter a name for your dashboard.

  7. Click on the ellipsis in the top right corner.

  8. After clicking the ellipsis icon you can edit a widget's settings, duplicate it, or delete it.

  9. Click on the 'Share' button to share the dashboard with other team members.

  10. Select the visibility settings for your dashboard. Adjust permissions and visibility settings as needed.

  11. Any changes you make to the dashboard will be saved automatically. By following these steps, you can create a comprehensive dashboard in ClickUp that helps you monitor and manage your projects efficiently.

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