Did you know? Dashboards are optional. Dashboards are automatically available in your Workspace, but you can easily turn them off in your ClickApps settings.
Dashboards are the best way to build high-level views of everything going on in your Workspace!
Create your own mission control center for your entire team for things like: sprint tracking, epics, high level initiatives, team planning, and literally anything your creative mind can do.
Use customizable widgets, the building blocks of Dashboards, to give you valuable insight into tasks, sprints, projects, people, and so much more.
Plus, you can even add docs, conversations, and embed anything inside of your Dashboards.
Note: Free Forever plans are limited to 100 uses of Dashboards
Eventually, Dashboards will replace our Reporting and Portfolio features. We are building Dashboards to be flexible and allow you to see your information in a way that makes the most sense to you! Goals V2 are also being designed to work with your sprints and Dashboards.
How to Create a Dashboard
- Click the
Dashboardsicon in your sidebar
- Click the
+to add a new Dashboard
+ Add Widgetto bring in your data
Types of Widgets
Sort Bar Charts and Battery Charts so you can interpret and present your data with confidence. The default sorting of statuses and Custom Fields will match how they're sorted in your Workspace.
To access both sorting and filtering, hover over the top right corner of the chart.
Sharing & Permissions
All Dashboards are private by default and only visible to you, but you have the option to share Dashboards with anyone on your team!
Once shared, boards will be listed under the
Shared Dashboards section, and anyone that has access may edit the board.
How to share your Dashboard
- In a Dashboard, click
Privatein the upper right
- Invite others to the Dashboard or make it public to your Workspace
- Choose what permission everyone has on a per-user level
Select from the following options:
- Full Edit: Can edit and delete Dashboard
- Can Edit: Can add and edit widgets
- Can View: Can view and comment only
Note: Workspace Dashboards will grant every member full access by default.
Important: How private data is handled when you don't have access
When private tasks you don't have access to exist in the scope of a widget, the data displayed in that widget will be limited.
This may cause people in your Workspace to see slightly different information in a widget.
Access your Dashboards from your mobile device, on the Legacy 2.0 app, to track high-level progress on the go! Dashboards on mobile apps are currently accessible as view-only.
Coming Soon: Dashboard Templates
We're working on templates to help speed up your Dashboard creation. Start from scratch or start from a template!
- Task Tracking Dashboards
- Sprint Status Dashboards
- HR & Hiring Dashboards
- Business Health & Overview Dashboards
- Onboarding Dashboards
- And pretty much anything you can imagine. Soon, we'll be adding templates to help spark your creativity!
Want to learn more?
- How To Build A Project Management Dashboard (2020 Guide)
- How To Create A Dashboard In Excel? (2021 Guide)