How to create a dashboard in ClickUp

Learn how to create a dashboard in ClickUp: open Dashboards, name a blank dashboard, and add a Workload by Status card to see your work at a glance.

Quick answer

To create a dashboard in ClickUp, open Dashboards from the sidebar and click New Dashboard. Give it a name, choose Start from scratch, then pick a card type such as Workload by Status. Choose a data source for it, click Add card, and the card appears on your new dashboard.

Steps at a glance

  1. Open Dashboards from the sidebar.
  2. Click New Dashboard.
  3. Type a name for the dashboard.
  4. Choose Start from scratch.
  5. Pick a card type, such as Workload by Status.
  6. Choose a data source and click Add card.

Interactive demo

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Summary

A ClickUp dashboard puts charts and lists about your work on one screen. Building one from scratch lets you choose exactly which cards and which data it shows, so the page answers your own questions instead of a template's.

Step-by-step guide

  1. Step 1

    Open Dashboards

    Click **Dashboards** in the left sidebar. ClickUp lists your existing dashboards and shows a Choose a Dashboard template prompt when you have none yet.

  2. Step 2

    Click New Dashboard

    Click **New Dashboard** at the top of the page. ClickUp opens a blank dashboard at once, with a list of templates to start from.

  3. Step 3

    Name your dashboard

    Click the name field at the top of the page, which reads Dashboard by default, and type a clear name such as Website launch overview. The name appears next to Dashboards in the breadcrumb.

  4. Step 4

    Start from scratch

    Click **Start from scratch** to build the dashboard yourself instead of using a template. ClickUp opens the Add Card panel so you can pick your first card.

  5. Step 5

    Choose a card type

    Browse the card groups, then click **Workload by Status** to show a pie chart of your task statuses. ClickUp shows a preview based on example data.

  6. Step 6

    Add the card

    Check the **Data source** shows the location you want to report on, then click **Add card**. The card appears on your dashboard, and you can click Add card again to add more.

Why this matters

You manage a launch and keep being asked how it is going. A dashboard gives you one page to share, with a live chart of task statuses in a chosen Space, so you stop compiling updates by hand each week.

Frequently asked questions

  • Do I have to use a template?

    No. Choose Start from scratch to build the dashboard card by card, as in this guide.

  • Can I rename a dashboard after creating it?

    Yes. The name sits in a text field at the top of the dashboard, so you can click it and type a new one.

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