Quick summary
A ClickUp Dashboard lets you visualize project data in one place by combining widgets, templates, and data sources. You can create, name, customize, and share a dashboard with your team in just a few clicks from the left sidebar.
Steps
- Click on Dashboards in the left sidebar to open the Dashboards section.
- Click the + Create Dashboard button to start building a new dashboard.
- Select a template for your dashboard from the available options.
- Click the drop-down arrow to select a data source location to pull your project data from.
- Click Create Dashboard to confirm and generate your new dashboard.
- Enter a name for your dashboard in the name field.
- Click the ellipsis in the top right corner to access widget options.
- Use the ellipsis menu to edit widget settings, duplicate a widget, or delete it.
- Click the Share button to share the dashboard with other team members.
- Select the visibility settings for your dashboard and adjust permissions as needed.
- All changes are saved automatically — your dashboard is now ready to help you monitor and manage projects efficiently.
