Clickup Dashboard How To Guide Consultevo Com

Bonisiwe Shabane

-Dec 10, 2025, 7:18 PM

clickup dashboard how to guide consultevo com

If you are tired of building static Excel dashboards for every project, ClickUp gives you a smarter way to track work, visualize progress, and share real-time reports with your team. This step-by-step guide shows you how to move from manual Excel tracking to dynamic, customizable dashboards so you can see everything in one place without complex formulas. Traditional spreadsheets work for basic reporting, but they quickly become hard to maintain as projects grow. With a modern productivity platform, you can: The source article on the ClickUp blog shows multiple examples of how teams are replacing old-school Excel templates with flexible dashboards. You can review the original resource at this ClickUp dashboard templates guide.

ClickUp makes it easy to turn scattered project data into clear dashboards that look and feel like Google Sheets, but with more flexibility, automation, and context. This guide walks you through how to plan, build, and optimize dashboard-style views using ClickUp features inspired by the best Google Sheets dashboard templates. Following these steps, you can track goals, KPIs, budgets, and team performance in one place, without having to jump between spreadsheets and project tools. Before you build anything, clarify what your dashboard needs to show and where the data will live inside ClickUp. Start by writing a one-sentence purpose statement. For example:

Then list the questions your dashboard should answer, such as: 1. First click on the "Dashboard" icon in the left sidebar menu 2. Next in the Dashboards Hub, click on "New Dashboard" button in the top-right corner 3. In the dashboard template selection, click on "Start from scratch" to build a fully custom dashboard 4. Alternatively, select a template card for a ready-made layout 5.

Click on the "Data source" dropdown in the data source selection modal 6. Choose a Space, Folder, or List from the dropdown to select the data source 7. Then click the "Create Dashboard" button to create your new dashboard 8. Next click on the dashboard name field to name it 9. Finally enter a name for your dashboard and press "Enter" 10. Your dashboard has been successfully created and you can now customize it and add cards as needed

Create your own interactive guide with Guideflow ClickUp is a versatile project management tool designed to streamline team productivity and efficiency. Creating a dashboard in ClickUp allows users to visualize and manage their projects through customizable widgets. These features enable teams to oversee tasks, track progress, and monitor workflow in real time. By utilizing dashboards in ClickUp, teams can centralize data, make informed decisions quickly, and enhance collaboration. This functionality brings clarity, ensuring everyone stays aligned with project goals.

You’ve spent hours sizing and resizing charts while agonizing over too much or too little data. It’s painful to create a dashboard from scratch and arguably more painful to look at it and understand the data’s story. That’s why companies who want high-level visualization and insight into their company’s activities invest in the best resources—like a mission control center in ClickUp—to create interactive dashboards that tell the oddities, patterns, and trends... Dashboards in ClickUp bring together sources of information to quickly access data in real-time, understand popular metrics, spot bottlenecks in workflows, and more. By the end of this article, you’ll learn: Dashboards in ClickUp minimize the noise we typically see from status reports sent in by direct reports recapping what we already know about the project.

As a single source of truth, a ClickUp Dashboard adds value by doubling as a task manager and reporting tool where you can: ClickUp should feel like a command center, not a maze. Here is how we structure it to unlock measurable gains for operations teams: - Intake with ClickUp Forms that auto-tag, set SLAs, and route to the right team - ClickUp Docs as living SOPs... Also, fewer tabs open. Your laptop will send a thank-you. Which ClickUp dashboard metric do you depend on most right now?

------- At ConsultEvo, we help you reduce operational costs by up to 50% by improving workflows, integrating automations, and leveraging AI steps. Interested in learning how? Chat with our live chat agent on our website: consultevo.com If your project updates live in eight tabs and twelve chat threads, it is time to consolidate. ClickUp gives you one home for execution, decisions, and reporting. Here are features we implement most often for clients: - Custom Fields and templates for consistent intake and handoffs - Automations for SLA alerts and repetitive task handling - Dashboards for real time workload,...

At ConsultEvo, we configure, automate, and train your teams in ClickUp so adoption sticks and your people get home on time more often. ------- At ConsultEvo, we help you reduce operational costs by up to 50% by improving workflows, integrating automations, and leveraging AI steps. Interested in learning how? Chat with our live chat agent on our website: consultevo.com 3 Signs You’re Ready to Automate (And Save 20+ Hours/Week) ⏳ Not sure if AI automation is worth it yet? Look for these signs: 📉 You’re losing margin on recurring client work ⏰ Your team is spending more than 25% of time on admin/reporting 😩 Your staff feels “burned out” even when revenue is...

💬 What task would YOU love to take off your plate this month? #ASAPSolutions #AgencyScaling #SmartAutomation #SaveTime #DigitalMarketingTips #AIinAgencies At WeaveAI Systems, our mission is simple: Automating workflows for agencies and SMEs with AI. We’re currently exploring how automation can reduce repetitive admin across industries — from recruitment and estate agencies to other service-based businesses. Our focus areas so far include: • Smarter email automation 📩 • Lead management and follow-ups 📈 • Streamlined pipelines 🔄 Over the coming weeks, we’ll be sharing insights and demos as we continue... If you run or work in an agency and want to share your perspective, we’d love to hear from you.

🏡 𝗛𝗼𝘄 𝗜 𝗕𝘂𝗶𝗹𝘁 𝗠𝘆 𝗢𝘄𝗻 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗧𝗲𝗮𝗺 (𝗣𝗼𝘄𝗲𝗿𝗲𝗱 𝗯𝘆 𝗔𝗜) A few weeks ago, I challenged myself to build something that feels alive — a workflow that could actually think, respond,... That idea became this: 𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗧𝗲𝗮𝗺 🤖💼 It’s a workflow I built inside n8n that acts like a virtual assistant for real estate agents and clients. Here’s what it does — all on its own: ✅ 𝗔𝗻𝘀𝘄𝗲𝗿𝘀 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 using live data from Google Sheets ✅ 𝗡𝗼𝘁𝗶𝗳𝗶𝗲𝘀 𝘁𝗵𝗲 𝗹𝗶𝘀𝘁𝗶𝗻𝗴 𝗮𝗴𝗲𝗻𝘁 whenever a client shows interest ✅ 𝗕𝗼𝗼𝗸𝘀 𝗺𝗲𝗲𝘁𝗶𝗻𝗴𝘀, 𝗱𝗿𝗮𝗳𝘁𝘀 𝗲𝗺𝗮𝗶𝗹𝘀,... 💡 I got hands-on experience working with AI Agents, connecting them to tools like Gmail and Google Calendar, and managing context memory so conversations actually make sense. It taught me how AI and automation can handle complex, human-like tasks — not just simple triggers and actions. Honestly, watching it all run in sync for the first time felt like magic ✨ 🎥 I’ve attached a short video demo showing the workflow in action — from chat to email to calendar...

Now I’m curious 👇 𝗜𝗳 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗼𝗻𝗲 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗱𝗮𝗶𝗹𝘆 𝘄𝗼𝗿𝗸, 𝘄𝗵𝗮𝘁 𝘄𝗼𝘂𝗹𝗱 𝗶𝘁 𝗯𝗲? #AIautomation #n8n #NoCode #WorkflowDesign #IntelligentAutomation #RealEstateTech #LearningInPublic #AITools #AutomationJourney Dashboards in ClickUp let you create a real-time control center for your Workspace so you can track work, visualize data, and share insights with your team in one place. This guide explains what Dashboards are, how they work, and how to manage them using the features described in the official ClickUp help section. A Dashboard is a customizable page where you add widgets to monitor work across Spaces, Folders, and Lists. Instead of jumping between views, you can review high-level information at a glance.

Dashboards in ClickUp are ideal for managers, team leads, and anyone who needs a consolidated overview of projects. You can open the Dashboards section directly from the platform navigation. In today’s fast-paced, data-driven business landscape, having a comprehensive view of your operations is essential for success. Dashboards provide a centralized, real-time visual representation of key metrics, tasks, and performance indicators, enabling teams to stay organized and make informed decisions. ClickUp’s customizable dashboards elevate this by allowing users to build and personalize their own layouts tailored to specific needs. This flexibility ensures that every team member accesses the most relevant information, enhancing productivity and workflow efficiency.

ClickUp Dashboards are tailored for project management visualisation inside ClickUp. In this simple guide, we’ll walk you through creating your own ClickUp dashboard and explore the importance of dashboards across various industries, including eCommerce, marketing, agencies, and business operations. Equip your team with the tools to drive greater efficiency and success. A dashboard is essentially a control panel for your data. Imagine a car’s dashboard, displaying vital information like speed, fuel levels, and engine performance all in one glance. Similarly, a business dashboard serves as the central hub for your digital operations, showcasing key data such as sales metrics, project progress, and employee productivity.

By consolidating information from various departments into a single, easy-to-read interface, dashboards empower decision-makers to monitor, analyze, and act on insights swiftly and effectively.

Clickup Dashboard How To Guide Consultevo Com

People Also Search

If You Are Tired Of Building Static Excel Dashboards For

ClickUp Makes It Easy To Turn Scattered Project Data Into

Then List The Questions Your Dashboard Should Answer, Such As:

Click On The "Data Source" Dropdown In The Data Source

Create Your Own Interactive Guide With Guideflow ClickUp Is A