How to Create a Dashboard in ClickUp

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

1. Click on Dashboards in the left sidebar to open the Dashboards section.
2. Click the + Create Dashboard button to start building a new dashboard.
3. Select a template for your dashboard from the available options.
4. Click the drop-down arrow to select a data source location to pull your project data from.
5. Click Create Dashboard to confirm and generate your new dashboard.
6. Enter a name for your dashboard in the name field.
7. Click the ellipsis in the top right corner to access widget options.
8. Use the ellipsis menu to edit widget settings, duplicate a widget, or delete it.
9. Click the Share button to share the dashboard with other team members.
10. Select the visibility settings for your dashboard and adjust permissions as needed.
11. All changes are saved automatically — your dashboard is now ready to help you monitor and manage projects efficiently.