RT.Training
  • Home
  • Log In
  • Register
  • Courses
  • User Profile
  • Contact
You are here: Home / Topic / Dashboards
21 Apr13:46pm
posted by admin
Protected: ClickUp Admin Training Course Reporting Dashboards

Dashboards are blank canvases to create widgets that report data.  Dashboards can be found under the “Dashboards” section on the left of ClickUp.  There are different kinds of widgets to display data, and the widgets can be organized and resized on the dashboard.

Dashboards can be created for anyone – a sales person, admin, or even clients.  In fact, providing a real-time dashboard of client data to the clients has proven to be a very powerful sales point.

To create a new dashboard, click on the “+” next to “My Dashboards”.

This will create a new dashboard.  You can name it, and select a template, or start from scratch.  Let’s name it “Test Dashboard” and start from scratch.

You will be presented with a variety of widget types. Before we select a widget, here are a couple of resources:

A full list of widget types is available here: https://docs.clickup.com/en/articles/3625951-custom-widgets

ClickUp likes to categorize their widgets.  Feel free to Check out each of the categories below to learn about the widgets available.

  • Custom

  • Sprints

  • Statuses

  • Tags

  • Assignees

  • Priorities

  • Tables

  • Embed

  • Time Tracking

Ok, let’s select “Custom” and “Pie Chart” to begin making our first widget.  Then we can begin our next topic on source data and how it is organized.

 

Previous Lesson
Back to Lesson
Next Topic

Share Tweet Share

©2016 C.O.R.E. Respiratory Services, LLc
RT.Training