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.
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.