Quick summary
ClickUp reports are created by adding a Dashboard view to any list, letting teams visualize task data through charts, cards, and activity feeds. Once set up, dashboards can be shared with teammates and customized with widgets to track assignee workload, overdue tasks, and project progress in one place.
Steps
- Go to your team space and click on it to open it.
- Click on the list that you want to create a report for.
- Click the '+View' option to add a new view to the list.
- Select 'Dashboard' from the available view types.
- Provide a name and choose your preferred dashboard template.
- Select a data source location and click 'Create Dashboard' to generate the report.
- Review the pie chart showing a breakdown of total tasks by Assignee.
- Use the progress tracking widget to monitor advancement toward project completion.
- Review the bar chart to compare tasks across different categories such as assignees.
- Check the overdue tasks list to identify work that needs immediate attention.
- Review the latest activity feed to see recent changes and timeline history.
- Use 'Add card' to insert additional tracking cards into your dashboard.
- Click the 'Share' button at the top of the dashboard to configure sharing permissions.
