University of Kwazulu-Natal

How To Create Dashboards In Clickup Step By Step Youtube

Bonisiwe Shabane
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how to create dashboards in clickup step by step youtube

I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you. If you’re a ClickUp user and you’re not using ClickUp dashboards, you’re missing one of the most powerful features the platform offers. Dashboards turn scattered information into a simple command center—so you can stop digging through lists and views, and start making confident decisions with everything you need in one place. This guide walks you through how to set up ClickUp dashboards step by step, with examples of the most useful dashboard cards, filters, and layouts.

By the end, you’ll be able to create a dashboard that keeps your business organized, your team aligned, and your clients impressed. A well-built dashboard isn’t just “nice to have.” It: Instead of opening ClickUp and feeling overwhelmed, a clear dashboard view gives you direction in seconds. 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: When you invest in a new tool or system for your business, you want to make sure you get the most out of it, right? Otherwise, you’re left juggling several different tools that do different things with no efficiencies in sight.

In the case of ClickUp, it can do so much more than project management. This is why we’re really excited to dive into one of our favorite features: client dashboards. Client dashboards inside ClickUp can eliminate so much manual work for you and your clients. They act as personalized, central hub where clients can: The best part? Once you build one client dashboard (i.e., a template dashboard), you can rinse and reuse it for every new client you acquire!

So, do you want to build a client dashboard with me? Before you dive in, let’s create a blank dashboard that we’ll build together. 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. Here’s how you can create a dashboard in ClickUp: 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 dashboards can provide information far quicker than you’d get it from manually scouring your workspaces. You can get a complete overview of the progress of all your tasks and activities to help you make informed decisions. Written by {"@context":"https:\/\/schema.org","@type":"Person","url":"https:\/\/www.cloudwards.net\/about\/beatrice-manuel\/","name":"Beatrice Manuel","givenName":"Beatrice","familyName":"Manuel","jobTitle":"Writer","description":"SaaS content writer by day and fiction writer by night, Beatrice Manuel's world is made up of words.

Having bagged a Business, Insurance, and CIMA degree, Beatrice bade farewell to the corporate lifestyle to pursue her literary dreams. When she's not creating content for SaaS brands, you'll find her with her head in the clouds, working on penning out her next novel.","image":"https:\/\/www.cloudwards.net\/wp-content\/uploads\/2021\/10\/Beatrice-Manuel.png","sameAs":["https:\/\/www.linkedin.com\/in\/beatrice-manuel\/"],"address":{"@type":"PostalAddress","addressRegion":"India"},"knowsAbout":[{"@type":"Thing","name":"project management","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q179012"},{"@type":"Thing","name":"Gantt chart","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q192847"},{"@type":"Thing","name":"milestone","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q2143762"},{"@type":"Thing","name":"kanban board","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q6360939"},{"@type":"Thing","name":"Project scope management","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q11336035"},{"@type":"Thing","name":"risk management","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q189447"},{"@type":"Thing","name":"social media","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q202833"},{"@type":"Thing","name":"personal data","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q3702971"}]}Beatrice Manuel (Writer) Reviewed by {"@context":"https:\/\/schema.org","@type":"Person","url":"https:\/\/www.cloudwards.net\/about\/samuel-chapman\/","name":"Samuel Chapman","givenName":"Samuel","familyName":"Chapman","jobTitle":"Writer, Editor","description":"Sam Chapman is passionate about strong security and clear communication. He's on a mission to spread the word about tools that can help regular people fight back against a world that wants to invade their privacy.","image":"https:\/\/www.cloudwards.net\/wp-content\/uploads\/2021\/09\/Bio-picture-1.png","sameAs":["https:\/\/www.linkedin.com\/in\/samuel-chapman-16b699167\/"],"address":{"@type":"PostalAddress","addressRegion":"United States"},"knowsAbout":[{"@type":"Thing","name":"computer security","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q3510521"},{"@type":"Thing","name":"encryption","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q141090"},{"@type":"Thing","name":"virtual private network","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q170963"},{"@type":"Thing","name":"cyberattack","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q4071928"},{"@type":"Thing","name":"phishing","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q135005"},{"@type":"Thing","name":"Internet privacy","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q175975"},{"@type":"Thing","name":"personal data","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q3702971"},{"@type":"Thing","name":"HTTP cookie","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q178995"},{"@type":"Thing","name":"information privacy","sameAs":"https:\/\/www.wikidata.org\/wiki\/Q456632"},{"@type":"Thing","name":"identity... Facts checked by {"@context":"https:\/\/schema.org","@type":"Person","url":"https:\/\/www.cloudwards.net\/about\/vildana-viki-bratic\/","name":"Vildana Bratic","givenName":"Vildana","familyName":"Bratic","jobTitle":"Video Editor, Fact-Checking Editor","description":"Vildana Bratic is not just a video editor, but also a photo editor and a graphic designer. She earned her BA in Comparative Literature and Library Science, but the force of IT was strong with her, which led her to Cloudwards.net.

Vildana lives in an enchanted land of Bosnia and Herzegovina, and she has a passion for books, handicrafts, cats, cooking, manga and memes.","image":"https:\/\/www.cloudwards.net\/wp-content\/uploads\/2021\/09\/Vildana_biopic-1.png","sameAs":["https:\/\/www.linkedin.com\/in\/vildana-bratic-vikki-design\/"],"address":{"@type":"PostalAddress","addressRegion":"Bosnia and Herzegovina"}}Vildana Bratic (Video Editor, Fact-Checking Editor) All our content is written fully by humans; we do not publish AI writing. Learn more here.

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