Dashboard Templates
planned
L
Lindsay Mills
Our team works with different divisions and brands, so we need to set up separate dashboards for each of these groups to view privately. We would love the ability to save templates for dashboards/widget setup since we need to collect the same types of information for each group but with different filters (so they can see they're specific stats.) This would help us cut down setup time tremendously within Clickup.
Log In
Lily Chan
Hi everyone, I wanted to float a 3-minute survey on Dashboard Templates to help us prioritize functionality. Thank you - we appreciate it! https://dev-forms.clickup.com/333/f/ad-1034069/OTG31F5F871GW18K3R
Lily Chan
Merged in a post:
Centralized Reporting/Dashboard Center
S
Sarah Wise
I would love the ability to have a centralized "Reporting Center" that houses ALL reports that could be pulled into multiple dashboards. Today, I have multiple dashboards that pull in the same report so I have to recreate the same report in every dashboard where it needs to live. This is incredibly inefficient because any time I update one card, I have to remember all the other locations it also lives. This also leads to tons of user error and overall inaccurate reporting.
If we had a centralized reporting center, we could create a report ONE time and then pull that report into appropriate dashboards as needed. This way, anytime the report needed to be updated, it would automatically update in all dashboards where the report lived.
It would also be amazing to use one report to generate multiple card views of the data set. Sometimes I create a card as a bar chart, but then decide I'd also like to view the same data set as a pie chart. If it were set up as a report first rather than a card, I'd be able to just pull in the data and manipulate it for whatever card view I needed.
It would also be great to be able to very specifically hone in one which fields we wanted pulled into a particular report, for exporting purposes (rather than pulling ALL fields without full explanation of what they are).
Lily Chan
Thank you for your feedback Sarah Wise. Your use case would fit into our future where we have Dashboard Templates. I'm merging this into that existing feature request so you can stay up-to-date as we progress.
S
Sarah Wise
Lily Chan Thank you!!!!
Lily Chan
Lily Chan
R
Rama Narayanaswamy
Please. Please. Please. This is very important. We want all projects to have the same dashboard and it is a pain to create this over and over again. When you have templates for lists, folders and space, dashboards designed there should be part of the template. Isn't it that simple?
When will this be available?
Julian Pustkuchen
Like for all the templates we should first have a central place to see and edit templates: https://clickup.canny.io/feature-requests/p/edit-templates-and-see-more-about-each-template-inside-the-template-center
The current workflow to overwrite templates by creating an instance first, is horrible and not at clickup level. Having a Template Manager should be the first priority.
Jeremy Lintz
Yes please! Enjoying the Dashboard view, but don't want to have to rebuild a card layout on every individual project. Need to be able to save a layout and apply it to any list.
Lily Chan
planned
Lily Chan
Merged in a post:
Any Dashboard settings please
M
Marcin Ignaczak
Hi, It would be sweet, to be able to pick dashboards for a chosen sprint, (I've created a dedicated dashboard but am not able to attach it and view, from a sprint card level. It would be also nice to be able to save dashboard views (the choice, setup and parameters of cards) as templates to simply apply to another period, sprint etc
Thanks a bunch
Lily Chan
Hi everyone, I wanted to float a 3-minute survey on Dashboard Templates to help us prioritize functionality. Thank you - we appreciate it! https://dev-forms.clickup.com/333/f/ad-1034069/OTG31F5F871GW18K3R
Load More
→