Example ClickUp Dashboards | 10 Use Cases

Wondering how you can USE ClickUp Dashboards in your real life as a business owner or busy professional? I got you covered.
In this video, I'll go through 10 examples of Dashboards that you can use to organize your brain outside of the typical ClickUp hierarchy.
Here's what we'll cover:
00:00 Introduction & Who am I?
1:06 This is a response to our How to Use Dashboards video. *
1:20 Make sure you know what Widgets are! *
1:40 Time Tracking Audit
3:06 Team Meeting
4:36 Our Company Dashboard
5:08 Remember you can always switch back to Dark Mode / Light Mode.
6:36 Team Check-in
7:55 Client Work v1
9:42 Client Work v2
11:05 Client Portal (which I've covered before!) *
12:35 Goals & Planning
14:36 KPI & Metrics Tracking in ClickUp Dashboard
17:39 Personal Use of ClickUp
20:12 Want to steal my templates + join Q&As + more? Visit: processdriven.co/services/cli...
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[@LaylaPomper]

How are you using ClickUp Dashboard? I'd love to hear YOUR creative ideas in the comments below! (If just one of every hundred person who watches this leaves 1 idea....imagine how much that would help this community!)

[@scalewithdan]

Layla at ProcessDriven thanks so much

[@LaylaPomper]

@@scalewithdan you got it! 🙂

[@theempathyfront495]

GURL, you gonna be HUGE. I'm so happy to have found you. Also, you just seem like a fun person, and I LOVE THAT.

[@LaylaPomper]

Thanks so much for this comment, The Empathy Front! Love your energy!! 😁

[@elevatedlife3884]

So appreciative you included the KPI tracker. You have no idea how long I've been searching for examples wow!! thank you thank you

[@LaylaPomper]

Happy to help! 😀

[@kevnjenn]

This is exactly what I need! I will be referring back to this video for inspiration in the near future. I love the idea of a personal dashboard and want to implement that soon. Great Video!

[@LaylaPomper]

Thanks Jennifer! I appreciate you! Let me know how it goes when you start working on the Personal Dashboard -- I feel like there are so many potential variants I haven't yet thought of! 😅

[@georgealeria]

thank you for this helpful tutorial on dashboards. so much value in this single video!

[@LaylaPomper]

I'm so glad this was helpful!

[@watergateHQ]

The embed didn't even occur to me! Thank you again. Changing my life daily, Layla

[@LaylaPomper]

I'm so glad this was helpfu!

[@lizdana42]

Would love to see more about using ClickUp for personal use!

[@LaylaPomper]

Hey Liz! Here's a video I think you'll enjoy: kzbin.info/www/bejne/g5jdnGiNi8SnrK8 Have a great day!

[@yolanda.vasquez]

Layla, why you don't have more subscribers is beyond me!! The content you provide is PRICELESS!!! I swear, if you weren't around, I don't think I'd be using ClickUp anymore. Thank you so much for everything.

[@LaylaPomper]

Aw thank you!!!

[@angiehardison4082]

This is SO helpful! TY

[@LaylaPomper]

Oh wonderful! Glad it was helpful!

[@stephaniejudice5137]

Layla I LOVE this! I took pictures of several of these and cant wait to set up on my own account!

[@LaylaPomper]

Hey Stephanie! I'm so glad to hear that! Out of curiousity, can I ask which Dashboards made it onto your list? 😀

[@stephaniejudice5137]

@@LaylaPomper I am trying to remember off hand, but I know the team one and the goal dashboard. I also loved how you had your personal one laid out so I plan to do that one too!

[@marcosroberto3932]

Great video and tips! For a while I have been using notion to centralize all areas of my Life, I develop some logic (with formulas and everthing) to adapt some points and views. BUT, over the time, I kind of stumble with the barrir of the complextity for even small things, I mean, table relation could be so simple, but its so annoying create this relations over and over for everthing. Anyway, I will give it a try, (click up), its seem a little bit simple and straight foward. Good job Leila!

[@LaylaPomper]

So glad this helped you Marcos! Notion is really a great tool, but - especially for Task Management - ClickUp is a much less manual setup for most users! ☺️

[@cabmansc1973]

This was great! Thanks

[@LaylaPomper]

Glad it was helpful, Andrew!

[@MrBlue-hz4em]

Hey Layla, again another great video!!! 🤩🚀 I am totally interesting in building and creating that awesome dashboard for personal use (starting at 17:43). So far I did not understand how to set up the custom embed boxes. You have a great example there of your "Daily Agenda" as well as your "My Habits" view. How can I build them as well? Did you cover this in another video? Many thanks and greetings from Hannover in Germany!

[@LaylaPomper]

Good question! These are actually Public Views embedded inside an Embed Widget. If you check for “Public View” on the channel, we’ve got a few videos around it! 🤓

[@moomooneigh]

This is a greeat video. Really informative. Thank you. Are you using a regular list widget for "to discuss" in your team meeting dashboard? If so how are you able to adjust the filters after setting up the widget?

[@LaylaPomper]

I'd recommend using a Task List Widget filtered to show any tasks where the tag "To Discuss" is applied. That way, every time you refresh or open the Dashboard, it'll automatically pull in the active tasks that have that tag applied.

[@marisathompson227]

Hey Layla, love your content! It's been SO helpful with getting our team to transition into Click Up. Do you have any videos on how exactly you have created the company calendar using the tag Company Calendar? I'd love to see your process behind that. Thanks so much!

[@LaylaPomper]

Hey Marisa! Just getting caught up on comments🙈 We don't currently have a video on it but I've added this excellent idea to our content ideas list so it should be coming soon! -Karleigh at ProcessDriven

[@javieraviles5361]

Thanks for the videos(s)! Question on Dashboards. On your Client Work V1, you have TIme Budget & Time Tracked widgets displayed. How did you add these? I can't seem to find them in the widgets. Also, is Time Budget allocated by list? I'm trying to assign a certain number of hours per list (client) and would like to track it in dashboards this way.

[@LaylaPomper]

Hey Javier! Great questions! I believe I found a couple of videos Layla has done that have the answers. The first one here: kzbin.info/www/bejne/o6uYhmN-itaeZ8U and the second one here: kzbin.info/www/bejne/hWfGpqOcgtilorc. Once you've had a chance to look them over, can you please let me know if they helped? Thanks! - Karleigh at ProcessDriven

[@callmedools]

@LaylaPomper, great video - thank you. How do you use this on a weekly basis? Meaning, do you duplicate the dashboard each week? If so, what do you do with the old one, since it has action items on it, you can delete it - right?

[@LaylaPomper]

If I'm understanding your question correctly, you can use the filter inside the dashboard to be the last 7 days.

[@user-gh1sv3cq9n]

Hey Layla! So happy I found your channel! Could you please say how you added Doc (Project Plan View Only) into your Client Portal dashboard? I tried to do everything but can't see the ways to add a doc even in a View Only mode.

[@LaylaPomper]

You need to make the Doc public (first) but going under the Share menu on the Doc. Then, you can use the embed code or URL for the public doc and put it in an Embed Widget. ☺️

[@danyos777]

Hi Layla, thanks for the crashed training but detailed video. Would you have a video on how to use ClickUp for personal use? It’ll be great to see that less business level of use. Also, what’s your video about widgets? New to your channel and looking forward to more detailed videos. Thank you, Layla. Cheers!

[@LaylaPomper]

Thanks for the comment! Here's our playlist on personal use of ClickUp: kzbin.info/www/bejne/e3mzpoiAnZZjicU And here's our widgets video: kzbin.info/www/bejne/o6uYhmN-itaeZ8U :) Hope it helps!

[@SummitForWellness]

Do you happen to have another video that dives deeper into your "habits" area on your last dashboard? It would be neat to see how you set that up, whether you make the tasks recurring or if you add new tasks each week, etc. You said the day of the week is a drop down custom field, I'm not sure how you pulled that into the dashboard to display like that!

[@LaylaPomper]

Hey Summit! There's a video (albeit a little brief) that talks through a few ways to build out a habit tracker here: kzbin.info/www/bejne/o4fZaa1je8d_es0 :)

[@scalewithdan]

Hey Layla so helpful but could you share how you created the whos behind wigit that would really help. Thanks again

[@LaylaPomper]

Hey Danny! That’s actually a pre-built widget you’ll find under the Tables tab when you click on the “+ Widget” button in a Dashboard. 🙂

[@lilitht.6480]

Hi Layla! This is so very useful! Managed to add most of the widget I needed except for Habits by day. Where do I start? Thanks a million!

[@LaylaPomper]

Ah! That Habits by Day was an embedded Board View (aka a Public View). You make the view by creating a Board View and selectinge "Group By" a Custom Field called "Day of the Week". :)

[@lilitht.6480]

Thanks! I did all of this but unfortunately the widget loads with the 'Nothing to see here' error. Will tinker with it to see what I'm doing wrong. Again, thanks for answering so fast! ❤️

[@StephaneDurand]

Cool video!!! Yessss you could visit the personal side of using clickup and I would love to see how we can use clickup if we are a solo health professional with one employee. Clickup seem so hot that I want to use it but don't know where to start 😀 Thank again for you videos...very informative

[@LaylaPomper]

Hey Stephane! Have you watched the most recent video about time blocking? (kzbin.info/www/bejne/jHivgJWmf5WnaZo) While not a true "personal use" tutorial, it wraps up with a deep-dive in my personal workflow. :) Also, there's a video here on a personal habit tracker: kzbin.info/www/bejne/o4fZaa1je8d_es0 I hope to do more in January on this angle since the "theme" for the channel that month will be personal productivity. So if you have specific questions or areas that are stumping you and your employee please do share! 😀

[@StephaneDurand]

Will check the video... Thanks

[@LaylaPomper]

Hey Stephane! Just wanted to loop back and let you know about this upcoming Live you might enjoy! :) kzbin.info/www/bejne/n4vNkouZp5hqirM

[@StephaneDurand]

Thank you!!!

[@sherrimartel1984]

This video is super helpful, thanks! I am running into a minor problem though, I hope you can help. When I embed a board view in my dashboard, it populates with my board, but shows the "Sign Up" and "Log In" buttons to the top right corner of the widget. If I click to log in, it pushes my board in that widget to the overall view of the list, not the board view I'm trying to focus on. If I don't log on, I can actually rearrange my tasks, defeating the purpose. Thoughts?

[@LaylaPomper]

Great question! This happens when the owner of the List views it from the Dashboard. If you were to share the public view embedded in a widget with a Guest in your Workspace, they would only have a "view only" capability assuming they don't have access to the List where the Board view exists. I also tested this on my end, and I could not rearrange tasks, but it allowed me to create new tasks. However, this is because ClickUp recognizes I am the owner.

[@MegaAshleymusic]

Hello love your videos I have a question I would like to get a percentage of completed tasks for example I got 100 items and tasks in closed is 10 I would like to add a formular saying 10percent done. All I found is count all tasks as one widget and closed as another but want ti link

[@LaylaPomper]

I would suggest adding a "Workload by Status" to a dashboard view. They have an option that you can select stating "Display as percent"

[@janinecampos1428]

At 8:43, where is your Time Budget pulling from? Is that Estimated Time? Or is it a Text Box where you just put the budget? Thank you, great video!

[@janinecampos1428]

never mind, I looked at the other comments and found several answers :) thank you again for such a great video, can't wait to check out the rest of your channel!

[@LaylaPomper]

I'm so glad you found what you needed! Thank you so much!

[@jillthomassian7510]

Like the team check-in dashboard, but can't figure how you got the emoji's to show up. Would love to figure out how to do a daily by member (small team) dash board with "What I did today" "What I want to do tomorrow", What I wish I could have done today, didn't and why and what I wish I was asked to do but wasn't

[@LaylaPomper]

Use Emojipedia (or just google “____ emoji” and copy and paste to add emojis into titles. For just text, using : to create emojis. As for the other sections, Due Dates would be a easy way to do this. (Where overdue means “Didn’t get to”) For your “reasons”, you could use either a text widget or a comment on each task, which you could make visible in a Latest Comment column. ☺️

[@alexissnipes173]

Hi Layla! My business uses hours for our projects. Is there a way to create a dashboard that shows the total hours we plan to spend on the project versus the total hours completed?

[@LaylaPomper]

Yes! Check out the Time Tracking Widgets, Portfolio Widget, or Calculation widgets. 🙂

[@hbjaili]

Can you make a video for measuring employee performance KPI in ClickUp?

[@LaylaPomper]

Are you referring to measuring KPIs in (and tracking them in ClickUp) or specifically how to measure the success how well a team uses ClickUp? For the former: kzbin.info/www/bejne/a6XSc5mnj9-jd9E For the latter: Who's behind Widget in a Dashboard

[@workspacetips640]

Very helpful. ClickUp structure can be a little confusing

[@LaylaPomper]

Just a little? 😅 Very glad to help!

[@jenniferlewis7458]

The client dashboard is an excellent example, and I'm creating a hybrid between your two examples. I can't figure out which widget you're using for the Time Budget and Time Tracked. I like the nice, simple numerical comparison, but every time I load the widget it pulls tasks rather than a number. What's the secret?

[@jenniferlewis7458]

Answered my own question by finding the "calculation" widget---woot woot!

[@LaylaPomper]

YES! You got it! :)

[@rakra1224]

Goood!

[@LaylaPomper]

Thank you!

[@al3xj]

Hey, can we share a dashboard in or embed in a web app or website? Thanks in advance !

[@LaylaPomper]

Hey Alex! Just getting caught up on comments🙈 No, unfortunately you cannot embed ClickUp dashboard or share them...yet!

[@edabayrak5924]

Dear Layla. I am really desperate. I cannot manage to embed my google sheets to be editable. I share the sheet publicly. Then go to publishon the web and copy the code for embedding. It embeds but I cannot edit it in Clickup... Any hints?

[@LaylaPomper]

Here's the steps I'd follow. See if any of these jump out? 1 - Inside your Google Sheet, click Share. 2 - In the "Get Link" option, change the dropdown to allow Anyone with the Link. In this same area, make sure to change "Viewer" to "Editor". This means "Anyone with the Link" can EDIT the doc. 3 - Copy the Link and make sure to click "Done" so that link is active. 4 - Paste that link into ClickUp. It should work!

[@edabayrak5924]

@@LaylaPomper Hey great. Thank you alot 👍

[@LaylaPomper]

@@edabayrak5924 you got it!

[@muneebkhan1562]

hi, we need to ADd a column Due date vs Atual date finished can you help?

[@LaylaPomper]

Hi Muneed! You’d need to add a formula field. I have a separate video on this, but basically it’s: DAYS(TODAY(), )

[@muneebkhan1562]

@@LaylaPomper thanks!!

[@palmoil2293]

Can Clickup show dashboard S-Curve ? thanks

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 Not exactly, but you might find the Sprint Widgets like Burndown a close alternative!

[@biagiolucci467]

Please make a video explaining how to structure Docs to hold reference material (Notion style) for work and/or personal. Pretty Please

[@LaylaPomper]

biagio lucci can do! What type of reference material are you storing? 🙂

[@biagiolucci467]

@@LaylaPomper I would love to use it to store reference material (not actionable) regarding vendors (important emails, files....), employees info, equipment info, important documents, reports, parts manuals, vehicles info, specific info about our multiple locations, basically static info to reference as a file folder. The best way to get the info in the doc (pdf, images, text...) The best way to organize the different levels within a subject. The best way to retrieve the info when needed. Grazie Ciao

[@LaylaPomper]

FYI - I'm going to pull this question to answer live during our Q&A today on the Channel! Link if it helps: kzbin.info/www/bejne/eGewZGOqo65jasU

[@jenniferjoseph7243]

How do you embed an outlook calendar?

[@LaylaPomper]

Hey Jennifer! Thank you for your patience as I'm just now getting caught up on all of these comments! If you still need support in this area, I think you'll love the ProcessDriven Collective! This is our free Facebook group where business owners and team leaders from all over the world come together to answer not only ClickUp specific questions but also process and systemization in general, including other platforms! Check it out here: processdriven.co/group

[@TristenMacDonald]

hi! in your area "habits by day" how did you embed the board view? I tried to do it but it shows the whole click interface in the widget. It's not clean like yours. Thanks!

[@LaylaPomper]

You want to make the board a Public View and use *that* link to embed! ☺️

[@g30rg3-c5]

Im lost - there is no way of adding a "Calendar "widget or even a "Notes" widget to a dash board (?)

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 #1 There isn't a Calendar Widget, but you could create a Calendar View (in your ClickUp Hierarchy) and then embed that Public View in your Dashboard. #2 There is no Notes Widget, but you can use a Text Block Widget to add notes.

[@brianaleecreative2796]

How do you do the budgeted and actual time? Calculations?

[@LaylaPomper]

You can use a Portfolio or various Time Tracking widgets to compare this. :)

[@paolaatencio7843]

all this is for bussines suscription:( i cant do nothing because i have the unlimited :(

[@LaylaPomper]

Hey Paola! Actually, Dashboard usage is unlimited for you if you're the Unlimited Plan! You might find this help doc useful: help.clickup.com/hc/en-us/articles/6312197753239-Intro-to-Dashboards

[@tonrobert3391]

Layla I sent you a email about a Clickup consultant consultation

[@LaylaPomper]

I believe you got in touch, but if not feel free to reach out at processdriven.co. ☺