How to Create Dashboard in ClickUp

How to Create a Dashboard in ClickUp

  1. Log in to ClickUp: Access your ClickUp account.
  2. Select Workspace: Choose the workspace where you want to create the dashboard.
  3. Go to Dashboards: Click on the "Dashboards" option in the sidebar.
  4. Create New Dashboard: Click the "+ New Dashboard" button.
  5. Name Your Dashboard: Enter a name for your dashboard.
  6. Choose Layout: Select a layout style for your dashboard.
  7. Add Widgets: Click on "Add Widget" to include different data views.
  8. Customize Widgets: Configure each widget with the data you want to display.
  9. Arrange Widgets: Drag and drop widgets to organize your dashboard layout.
  10. Save Dashboard: Click "Save" to keep your changes.
  11. Share Dashboard: Adjust sharing settings to allow others to view or edit.