How to Create a Dashboard in ClickUp
Here’s how you can create a dashboard in ClickUp:
- 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.