How to Set Up ClickUp Dashboards in 8 Easy Steps

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.

Why ClickUp Dashboards Change the Way You Work

A well-built dashboard isn’t just “nice to have.” It:

• Surfaces what needs your attention today
  
• Helps your team stay on the same page
  
• Saves time by cutting down on endless clicks and searching
  
• Flags overdue or at-risk tasks before they spiral
  
• Simplifies client reporting and status updates
  

Instead of opening ClickUp and feeling overwhelmed, a clear dashboard view gives you direction in seconds.

Step 1: Create Your New ClickUp Dashboard

Go to the Dashboards page in ClickUp and select “New Dashboard.”

• Choose Start from Scratch to create a dashboard built for your specific workflow.
  
• Give it a name that reflects its purpose, like CEO View, Management Dashboard, or Client Projects.
  

Starting with a blank slate makes sure you design the right dashboard view instead of working around a template that doesn’t fit.

Step 2: Add Dashboard Cards That Make Your View Useful

Dashboards are built out of dashboard cards (formerly called widgets). Each card displays the data that matters most. Begin with these essentials:

• Tasks Due This Week – Filter for open tasks due in the next 7 days. This becomes your quick action list.
  
• Tasks Closed Today – Duplicate the card above and filter for tasks closed today. It’s encouraging to see what you’ve completed.
  
• Overdue Tasks – A simple but powerful card that shows you what’s behind schedule.
  

These three cards give you a strong starting point for your management dashboard.

Step 3: Organize Your Project Dashboard vs. Admin Dashboard

Your projects and admin work don’t belong in the same space. Create separate dashboard views so you can focus on the right things at the right time:

• A project dashboard for deliverables, milestones, and client deadlines
  
• An admin dashboard for internal operations, finance, and recurring admin work
  

By splitting them, you keep your workflow simple and avoid the distraction of switching contexts.

Step 4: Use Notes Cards to Build a Dashboards Hub

Not every idea or resource belongs on your task list. Notes cards can act as your dashboards hub for quick capture and reference:

• Idea Bank – Add a Notes card labeled Money-Making Ideas or Things to Consider. Store ideas until you’re ready to turn them into tasks.
  
• Quick Links – Create buttons that link directly to your most-used resources like client portals, templates, or support request forms.
  

This hub keeps your notes and resources close to where you’re already working.

Step 5: Add a Reporting Dashboard for Team Oversight

If you’re managing projects with a team, reporting dashboards give you visibility without constant check-ins. Add:

• Workload Card – A chart-style view that shows who is carrying too much and who has capacity.
  
• Activity Stream – A feed of updates, completed tasks, and comments across all projects.
  

Use dashboard filters here to drill down into specific clients, projects, or departments. This makes your reporting dashboard useful both for you and for client updates.

Step 6: Explore New Features in ClickUp Dashboards

ClickUp continues to release features that make dashboards even more powerful. A few worth trying:

• Task List Cards – Group tasks by due date, assignee, or priority.
  
• Charts – Visualize data like average time to close tasks, total tasks completed, or revenue tracked.
  
• Project Management Views – If you’re using agile sprints or custom workflows, create a dashboard view just for them.
  

This is where dashboards shift from simple task tracking to true project management and performance measurement.

Step 7: Build the Habit of Using Your Dashboard Daily

Your dashboard only helps if you use it consistently. One of the easiest habits? Set your dashboard view as your browser homepage. Every time you open a tab, you’ll see your tasks, projects, and data first.

Other ways to make it part of your routine:

• Keep your management dashboard clean—remove cards you don’t use.
  
• Arrange cards so the most important data is always visible.
  
• Review your reporting dashboard weekly to catch trends and identify opportunities.
  

Step 8: Keep Improving Your Dashboards

Dashboards aren’t set-and-forget—they should evolve with your business. Over time, you might:

• Add new charts to track client deliverables or financial data
  
• Create dashboards for specific projects or departments
  
• Adjust dashboard filters so you’re always seeing the most relevant information
  

As your projects grow, so will your dashboards. The goal is to simplify decision-making, not to overwhelm you with more information.

Ready to Create Your Dashboard?

You don’t need every feature to begin. Start simple:

• Add a few dashboard cards (tasks due, overdue, completed)
  
• Build a dashboards hub for ideas and quick links
  
• Use dashboard filters to narrow down by project or client
  

With these steps, you’ll have a reporting dashboard that helps you make better decisions every day.

👉 Want to see the setup in action? Watch the YouTube walkthrough here and follow along card by card.

Meet Ashley from Solution Integrators

Hi, I’m Ashley—founder of Solution Integrators. I’m a systems strategist and your favorite ClickUp guide, here to help solopreneurs and agency owners create simple, supportive systems that actually work.

From custom dashboard setups to full project management workflows, my goal is to take the overwhelm out of ClickUp so you can spend less time chasing tasks and more time leading your business.

Ready to streamline your business with a ClickUp setup that’s built for the way you work? Work with me here.