How to create 2 Beginner Dashboards that will GROW your productivity in ClickUp!

Click to watch the video training on creating 2 Beginner Dashboards

So you’re new to click up and want to figure out how to use the dashboards feature, but don’t know  how? 

I’m going to show you how to create two  beginner ClickUp dashboards that will easily fit into your everyday routine and increase your productivity. 

Dashboard #1 The Brain Dumping Dashboard: 

Now let’s dive into the Brain Dumping Dashboard as  being one of the easiest dashboards to create.

 As you can see from the picture above.  I have four text box widgets. 

To add these widgets follow these steps: 

  • Click the “add widget” button to the top right of the dashboard 
  • Scroll down and you can see text block. 
  • Add 4 of these and place them according to the dashboard grid. 
  • Give the widget a name.
    • business partner projects
    • client external projects
    • marketing projects. 
    •  I have another one for my click up IRL subscription group 
ClickUp Dashboard Widget Library

Now, what you can do is use the slash command for banner. “Slash” [/banner]  And this is how you can give it color to differentiate what each box is for. It’s like putting in a mini SOP. (Standard Operating Procedure) 

Then you can use the slash command while you’re typing inside each individual box. You can do a “slash” [/check] for the checklist items. 

You  can also  highlight the individual tasks to bring up the text editor. 

Select text to bring up the text editor and convert it to a task to take action!

Then create new tasks to make them  into actionable items. You can select what lists they need to go to, or what space inside your click up workspace. 

You can assign it priorities due dates and a person directly from these texts block widgets using the text editor.  

What I also suggest is that you keep this dashboard private and  personal so that you have one central location to bring it up every day and you can add this as a sub task into your daily method of operation. 

My pro tip is to have  a business brain dumping dashboard, and  a personal brain dumping dashboard.

ClickUp Beginner Dashboard Pro Tip is to make a business and personal one for brain dumping

That way you  can easily separate those areas of your life. 

The different textboxes I separate my personal brain dumping dashboard into are: 

  • household projects, 
  • personal projects/self care 
  • family or kids projects or ideas
  • priority or personal tasks

 Whatever you do make sure you keep in mind that you cannot access your dashboards on mobile. I know it’s a bummer, but you can access the docs home on mobile and you can brain dump into a document here and then convert it to your dashboard.

Dashboard Number 2:  The meeting dashboard. 

ClickUp Beginner Dashboard for Effective Team Meetings

I use this to have effective team meetings. I mention this dashboard and my last post.  How to have effective team meetings using click up. You can read that here

Let’s do a deep dive into the widgets and how I use them and where to find them the first two widgets. 

Again, these are text boxes. You can go up to add a widget and it’s highlighted on featured widgets  and it’s the bottom left corner. 

 The agenda quick view just uses a slash command.  “Slash” [/embed] Then you paste the public link to the weekly focus call template. If you don’t already have this template, you can get it here. 

 The meeting document repository has the zoom link with a slash command “slash” [/button] for a button. 

Use the slash command for a button to add a zoom link for easy access

You type the command then select the button option. Then you go ahead and you paste in your zoom meeting link. 

And then what I do is I put the dates and I just copy the direct links without an embed. This makes it a list of previous meeting notes that people can check on and visit.

The next widget is a chat widget. 

You can go up to add a widget and you can go down under featured. It located right next to the text block and you click chat. 

This will load the chat widget and you can name it, whatever you’d like. Just remember anyone that’s shared with this dashboard can communicate in this chat box. 

Now the meeting schedule is an embedded widget of a publicly shared calendar view. You add the title and then you paste the public link inside this box and then click add widget. 

The last widget here is a project portfolio with folders.  Its located in the Widget library  right above the text block widget. You can name the portfolio. You can add your folders from your different spaces. You can choose other different settings. 

You do need to know that the portfolio widget is one of the widgets that’s only offered using the business plan.

So that brings me to my Pro Tip: 

ClickUp Beginner Dashboards Pro Tip about limits in different plans

 When using dashboards, you are only limited to a hundred uses of dashboards on the free forever plan. You may experience some limitations when using certain widgets. If you’re planning on using dashboards, I highly recommend that you upgrade to the business plan for the best use and the most efficiency I’m currently using the business plan. And I have no limitations and access to every widget. 

Now that you have your 2 beginner dashboards set up and ready to roll, go check out my daily method of operation post here and my effective team meetings post here , and see how to use them with the rest of your ClickUp set up. 

Are you already using dashboards and ClickUp? If you are,  tell me what you use them for and what are your favorite widgets, if you aren’t using them, tell me why and what your pain points are in the comments, 

Don’t forget to like and share this blog if it was help

Ambitious wishes, and I’ll see you around.

*Some links in this post may be affiliate links and I may receive a small commission*

Quick reminder: AmbitiousVA rebranded to Anne Leah & Co., to serve a bigger purpose.

For all the links and resources Click Here.

Published by Anne of AmbitiousVA

Anne is a Project Manager turned ClickUp Consultant and is now using her 12 years of combined administrative & information technology experience to help turn other businesses and entrepreneurs into productivity powerhouses solely using ClickUp. She has a unique ability to apply logical processes to business strategy to help others LevelUp their productivity and push the needle forward to meet their goals! She is tech-savvy, while keeping it plain English for her clients, allowing her to grasp the quickly evolving nature of cloud-based software fast and being just dangerous enough to help anyone adapt to it with ease. She’s also a gifted instructor and has impeccable training abilities.

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