Dashboards are the best way to build high-level views of everything going on in your Workspace.
Create a visual representation of work for your entire team. You can track sprints, epics, high-level initiatives, projects, portfolio management, and more!
Customizable widgets are the building blocks of dashboards. Use common charts, specialized widgets for time tracking and sprints, add rich text blocks, conversations, and embed anything.
What you'll need
100 uses of Dashboards are available on the Free Forever Plan
Unlimited uses of Dashboards are available on the Unlimited Plan and above
Some widgets are only available on the Business Plan and above (which ones?)
The Dashboards ClickApp is enabled in every new Workspace by default, but a Workspace owner or admin may disable the ClickApp
Guests can be invited to specific dashboards with view-only permissions
You can access dashboards right in the Sidebar of your Workspace.
Favorite dashboards: Dashboards you've added as a favorite
My dashboards: Dashboards that you've created, or that have been shared with you personally
Shared dashboards: Dashboards shared with your Workspace and specific people
Find dashboards using the Sidebar filter
Find a dashboard quickly and easier by filtering the list of dashboards.
Click the magnifying glass in the Sidebar to filter dashboards
Enter the name of the dashboard you're looking for
Edit dashboard settings
Create and manage your dashboards from the Sidebar using the dashboards settings menu.
Click the ellipsis next to any dashboard to open the dashboards settings menu.
New dashboard: creates a new dashboard
Sharing & Permissions: manage access to a dashboard
Duplicate: create an identical dashboard
Favorite: add the dashboard to the Favorite dashboards section in the Sidebar
Delete Dashboard: sends the dashboard to the Trash
Note: Items in Trash are kept for 30 days before being permanently deleted.
Create a Dashboard
Create a brand new dashboard and add widgets to start visualizing your work. By default, dashboards are private to you, so you can build a dashboard before sharing it with specific people, or your team.
Click to expand Dashboards in your Sidebar
Click + to add a new dashboard
Click + Add widget to start adding widgets
View and edit dashboards
You can access dashboards in view or edit mode.
To switch between view and edit modes, click the Editing and Viewing button above your Dashboard.
While in view mode, you can refresh a dashboard to see the most up-to-date data.
You can also expand a dashboard or individual widgets to view them in full-screen mode.
While in edit mode, you can edit and share dashboards, including adding, editing, resizing, and moving widgets.
Refresh a dashboard
You can refresh your dashboard to make sure the data displayed is current.
Click on the refresh button at the top right to refresh your dashboard immediately.
Set a refresh interval by clicking on the clock icon and selecting from the following options:
Note: Refresh intervals are set just for your user account, while you are viewing a dashboard, and start when you select one of the available interval options.
Discover the widgets available to add to your dashboard
Control the data shown by sorting and filtering widgets
Share your dashboard with other people and set permissions
Access your dashboards from your mobile device, on the Legacy 2.0 mobile app, to track high-level progress on the go! Dashboards on our mobile app are view-only.
Want to learn more?
Check out the Maximize Productivity With ClickUp course on ClickUp University
Watch the Dashboards webinar