How to customize views and dashboards on ClickUp

intermediate 8 min read Updated 2026-03-18

Quick Answer

Customize ClickUp views by accessing the view settings, adjusting filters, grouping, and sorting options. Create personalized dashboards by adding widgets, configuring layouts, and setting up custom charts to track your team's progress and metrics.

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Prerequisites

Active ClickUp account with workspace access
Basic familiarity with ClickUp's interface
Admin or member permissions for the workspace
Understanding of your team's workflow requirements

Step-by-Step Instructions

Access and Create Custom Views

Navigate to your desired space or folder and click the + View button next to existing views. Select your preferred view type (List, Board, Gantt, Calendar, etc.). Name your view and click Create View. You can also duplicate existing views by clicking the three dots next to any view and selecting Duplicate.

Start with a duplicate of an existing view to save time on initial configuration.

Configure View Filters and Grouping

Click the Filter button in your view toolbar to add conditions based on assignees, due dates, statuses, or custom fields. Use the Group by option to organize tasks by status, assignee, priority, or custom fields. Click Sort to arrange items by due date, created date, or alphabetically. Save your configuration by clicking Save View.

Use multiple filters to create highly specific views for different team members or project phases.

Customize View Layout and Fields

Click the Customize button (gear icon) in your view toolbar. Select which fields to display by checking or unchecking options in the Fields section. Drag and drop field headers to reorder columns in List view. For Board view, customize card layout by selecting which fields appear on task cards. Click Save to apply changes.

Hide unnecessary fields to reduce clutter and focus on the most relevant information for your workflow.

Set Up Personal Dashboard

Click on Dashboards in your sidebar and select + New Dashboard. Choose between Personal or Shared dashboard options. Name your dashboard and click Create. Click + Add Widget to start adding components like charts, task lists, or time tracking widgets.

Create separate dashboards for different purposes like daily tasks, project overviews, or team performance tracking.

Add and Configure Dashboard Widgets

In your dashboard, click + Add Widget and select from options like Line Chart, Bar Chart, Tasks, Time Tracked, or Custom Embed. Configure each widget by selecting the data source, time range, and filtering options. For chart widgets, choose your X and Y axes, grouping criteria, and visualization style. Click Save Widget after configuration.

Use chart widgets to visualize task completion trends and identify bottlenecks in your workflow.

Organize Dashboard Layout

Drag widgets to reposition them within your dashboard grid. Resize widgets by dragging the corner handles to make them larger or smaller. Create sections by adding Text widgets as headers to organize related widgets. Use the Dashboard Settings (three dots menu) to adjust sharing permissions and notification settings.

Place your most important metrics at the top of the dashboard for quick visibility.

Share and Manage Custom Views

To share a custom view, click the three dots next to the view name and select Share View. Choose to share with specific team members or make it public to your workspace. Set permissions for View Only or Edit Access. For dashboards, use the Share button to generate shareable links or embed codes for external sharing.

Create template views that new team members can duplicate and customize for their own use.

Common Issues & Troubleshooting

Custom view not saving changes

Ensure you have sufficient permissions for the space and click the Save View button explicitly. If the issue persists, try refreshing the page and recreating the view.

Dashboard widgets showing no data

Check that your widget filters match existing tasks and that you have access to the selected data sources. Verify the date range settings and adjust the time period if necessary.

Cannot see shared dashboard or view

Confirm that the dashboard/view was shared with your user account or team. Ask the creator to check sharing permissions and ensure your workspace access level allows viewing shared content.

View layout appears broken or cluttered

Use the Reset View option in view settings to return to default layout, then gradually re-add customizations. Reduce the number of visible fields and adjust column widths manually.

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