How to Create a Dashboard in ClickUp
- George Apostolov
How to Create a Dashboard in ClickUp: step-by-step guide
Click on 'Dashboards' in the left sidebar.
Click the '+ Create Dashboard'.
Select a template for your dashboard.
Click the drop down arrow to select a location to source your data from.
Click 'Create Dashboard'.
Enter a name for your dashboard.
Click on the ellipsis in the top right corner.
After clicking the ellipsis icon you can edit a widget's settings, duplicate it, or delete it.
Click on the 'Share' button to share the dashboard with other team members.
Select the visibility settings for your dashboard. Adjust permissions and visibility settings as needed.
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.
Quick answer: To create a dashboard in ClickUp, click 'Dashboards' in the sidebar, select '+ Create Dashboard', choose a template, and pick a data source location. Next, enter a dashboard name, click 'Create Dashboard', configure widget settings via the ellipsis, share it with team members, and adjust visibility settings.
About this ClickUp tutorial
Build and manage project dashboards in ClickUp easily. Select templates, source data, configure widgets, and share with your team. This guide shows how to create a Dashboard in ClickUp in 11 steps, starting with "Click on 'Dashboards' in the left sidebar" and finishing with "Any changes you make to the dashboard will be saved automatically. By following these s...". The interactive demo above is a click-through copy of the real ClickUp interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Dashboard in ClickUp?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your ClickUp data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under ClickUp. Related guides: How to Create a Folder in Clickup, How to Create a Form in ClickUp and How to Create a Gantt Chart in ClickUp. Last reviewed 05 Oct 2026.
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