Clickup Dashboard: Everything You Need to Know

Do you face difficulty organizing your daily tasks? Do you fail to deliver the right work at the right time? You are not alone! Based on a report, an average employee wastes around six weeks per year retrieving misplaced information from messy desks and files. Thankfully, ClickUp Dashboard steps in as a key game-changer to solve this issue!

It acts as a central hub for all the project-related tasks for easier access to all your tasks, their estimated time, etc. In this blog, we’ll explore what is a ClickUp Dashboard, what are their benefits, vital examples, and how to create one. 

Table of Contents

1) What is a ClickUp Dashboard?

2) Six Essential Dashboards for Every Agency

3) How to Create ClickUp Dashboard?

4) How to Use ClickUp Dashboards for Your Business?

5) Best Widgets to Add to Your Dashboard

6) Benefits of ClickUp Dashboards

7) Conclusion

What is a ClickUp Dashboard?

ClickUp Dashboard is one of the key features of the ClickUp Task Management Tool that helps streamline all the major tasks-related activities, ranging from data collection to Stakeholder’s presentations. [AD1] 

You can think of ClickUp Dashboard as a project control system at one place where you can track, allocate, report, and review all of your business-related tasks. The tool has gained traction among individuals and businesses due to its user-friendliness and functionality.

Types of Widgets and Their Functions

Widgets are movable and resizable cards in the ClickUp Dashboard you can customize and streamline size alterations based on the user's requirements. Here are the key types of Widgets listed: 

a) Embedded Widgets

b) Time Reports And Time Sheets

c) Sprint Velocity, Burndowns, And Burnups

d )Text Blocks

e) Task List

f) Numerous Graph Types


 

Six Essential Dashboards for Every Agency

There are basically six Dashboard types that are useful for every Agency. Here are those Dashboard described below:

1) Personal Dashboard 

A personal Dashboard is like a personal interface where you can keep all the information necessary to perform the tasks. You can even keep track of the task's expectations assigned to you. This ensures you know what is expected from you, and consequently, you can efficiently deliver more work with better efficiency. 

2) Client-Facing Dashboard

The Client-Facing Dashboard lets your clients know what you are doing for them. Rather than sending them consistent emails on the tasks, they can view the ongoing movements in the tasks and the upcoming ones in one place. 

3) Time Reporting Dashboard

Time-reporting Dashboard is a time-tracking tool that helps teams stay aligned with the overall business goals by analyzing their position at a specific time interval. By using this tool, you allocate tasks effectively and deliver valuable outcomes for the businesses.

4) ClickUp Champion Dashboard 

ClickUp Dashboard serves as the central Dashboard for all other Dashboards in one place. It enables users to get the required training on using all those Dashboards. It lets them understand what’s happening across your ClickUp workplace and perform the necessary actions to keep the system clean. 

5) Time Estimated Dashboard

Time Estimated Dashboard lets you add time estimates to every task in your system. This helps you get a clear understanding of the tasks that need to be accomplished. Moreover, it enables you to compare this estimated time to the actual time to see your room for improvement and how you can make the process better and more efficient.

6) Internal Client Overview Dashboard

Internal Client Overview Dashboard lets the Project Managers and employees get an overview of the ongoing and upcoming tasks for the particular client. It is basically the opposite of a Client-Facing Dashboard, where the businesspeople have access to the client’s tasks instead of them. 

Build solid Project Management understanding with our PMI Project Management Ready® Certification- Register today!

How to Create ClickUp Dashboard?

To begin using the ClickUp Dashboard, you need to create one. Here are those steps described:

Step 1: Open Dashboards

The first step is to open the interface where you can see all your existing Dashboards. For this, navigate to the left sidebar and click on “Dashboards.” You will be taken to the Dashboard management area. However, you need to enable “Edit Mode” to access them, which can be found above the respective Dashboard.

Step 2: Create Dashboard

At the top of that Dashboard, click on “+ New Dashboard”, where you will find various templates, and click on any of them (as needed). You can even begin the Dashboard creation by clicking “Start from Scratch.”

Step 3: Add Cards

Dashboards are primarily the collection of cards grouped together. These cards form the building block for these Dashboards and are also referred to as Widgets. Click the “Add Card” button to gain access to these widgets, which are designed to display specific information. The key cards include a task list, Charts, Goals, and Time Reporting. 

Step 4: Customize Layout

Next, you need to customize the Dashboard layouts based on your preferences and task goals. For this, you can drag and drop, alter the sizes, and color code them for a logical flow and easy widget accessibility.   

Step 5: Apply Filters

You can even apply filters to access your needed data, preventing unnecessary cluttering and making it easy to organize tasks efficiently. You can filter those tasks according to your project names, team members, due dates, and other criteria. 

Step 6: Save & Share

Once you are happy with the data display and Dashboard design, you can move on to disable “Edit Mode.” This way, you can allow sharing of your Dashboard with other team members and Stakeholders. 

How to Use ClickUp Dashboards for Your Business?

After you have created the Dashboard, it's important to know how to use it effectively to scale up your business. Here is the step-by-step illustration of the complete process: 

1) Client Project Overview

Client Project Overview (as per the name) provides an overview of the client’s project. In this, you can share any quick links, client portals, shared folders, or any other information needed for the efficient execution of the project. 

2) Team Member Overview

As a key project stakeholder, you must be able to allocate the tasks to each team member individually. For this, you can use ‘Team Member Overview’ to see which team member has what tasks allotted to them and the estimated time based on their priorities. 

It's important to learn that everyone on your team can access it. However, you need to make sure to set mode to “Me Mode” so everyone sees the data that are required only for them. 

Begin by creating a task list. This also helps in tracking overview tasks and any sort of unread notifications. Then, customize the Dashboard accordingly based on the project’s requirements. 

Leverage advanced Agile Methodologies through efficient Project Management skills- Join our PMI-ACP® Certification today!

Best Widgets to Add to Your Dashboard

You can also add more widgets to your Dashboards to make them more inclusive and streamlined. Here are some of the most common Widgets in practice: 

1) Status Widgets

Status widgets help you analyze how various statuses are used in your workplace through chart forms like pie charts, bar graphs, etc. This allows users to see how much time is allocated to a particular task and make adjustments as needed.   

2) Assignee Cards 

Assignee Cards let you view all the current and upcoming tasks allotted to your team members. This can be achieved in three ways: 

a) By Assignee: This provides you access to tasks assigned to each person in the form of a Pie Chart, Bar Graph, or Battery Graph. 

b) Unassigned Tasks: This gives an overview of the upcoming tasks that are not assigned to your team members.

c) Total Tasks: Here, you can overview the number of assigned tasks that have not been completed. 

3) Custom Widgets 

Depending on your business needs, you can even create custom Bar Graphs, Pie Charts, or other data visualization layouts. You can easily customize this by adding valuable parameters for streamlining your project management. 

4) Table Widgets 

Table Widgets can be segmented quickly based on assignee, location, tag, or due date. You can either add a Relational Database or create spreadsheet tables easily for various data types. These include Task List, Activity View, Workplace Points, Completed Reports, etc. 

5) Embed Widgets

Embed Widgets let you incorporate outside tools and platforms to create a central hub of all project-related information. The most common ones are Google Docs, Google Sheets, and YouTube. 

Benefits of ClickUp Dashboards

Dashboards carry numerous benefits for businesses and stakeholders. Here are the key advantages associated with this trending ClickUp informational hub platform: 

1) You gain access to real-time data, as the information displayed is up-to-date and relevant.

2) You can easily customize your information according to what is required by the stakeholders and targeted clients. 

3) It serves as an all-in-one informational hub for the people through a diverse range of sources. This helps save commendable time and effort. 

4) You learn to check for relevant data and conclusions from data visualization mediums like Pie Charts, Bar Graphs, and Donut Charts. 

Master Trello Project Management Tool - Sign up for our Trello Certification today!

Conclusion

With time, a lot of improvements have been made to streamline the project's operational efforts. ClickUp Dashboard is just one of those tools but serves as a highly valuable business prospect. There are various Dashboards existing today, from personal to internal client overviews. Moreover, it's easier to operate them by understanding the steps explained in this blog and ways to scale up your workplace productivity. 

Perform seamless Project Management- Join our Asana Certification today!