Board View in Dashboards
Randy Manaog
Similar to List View, there should be a Board View in dashboards.
We created a simple CRM List and the clients are managing the leads. The Board View in the client dashboard will allow the client to update the lead cards/tasks by dragging them to various stages. It is more user-friendly that way than to open a lead card then update the status from the dropdown list.
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Lily Chan
Lily Chan
Merged in a post:
Everything Board View in Dashboard Please.
A
Angel
in dashboard can we have a native card for clickup (boards). And have the option to add any or all list/locations to that board view? similar to the everything space where you can create a Board view and everything is included, but in Dashboards at the moment we have to have a text block then add a clickup (board) but it only allows you to pick one list. as in "task list" you can choose multiple locations... can we bring that functionality to board view in dashboards.
also can we have the option to hide the board view name/location and other information on the top section there. maybe in edit mode it can show but when not in edit mode it can disappear or have the option to. lastly no option to edit the board cards within the dashboard itself? we have to go back to the original list/location and go to that specific board view and make changes there so we can see changes on the dashboard board view.
Scott Schwartz
While I absolutely want this to be part of the available cards, I have circumvented this by
- Adding a Board view on a list elsewhere in Clickup
- Adding the Custom Embed card to a Dashboard
- Using the link to the list containing the desired Board view as the Custom Embed source
The Board now shows up on a Dashboard albeit less cleanly and (in my case) I just have to update it to show the active Sprint's board whenever a new Sprint starts.
Hemant Kumar
Thanks everyone for the feedback here. We have this in our backlog already. Currently it's not priortized but i definitely see the need and hopefully we can start working on this in second half of the calendar year
Teofrenz Ycot
Hi Hemant Kumar, do we have an update on this? :D
Hemant Kumar
Teofrenz Ycot: Unfortunately not. I don't have a ETA for this. We are figuring out a model where we can add any view type in the dashboard to scale this better. The first step is launching Dashboard as a View which is slated to launch by Dec 2023.
Hemant Kumar
Merged in a post:
Boardview cards
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HAM Sandra Smith
please create a way to have board view in the dashboard. The only way to get it there is to use the custom embed card either using the URL which gives is access to the actual sheet and everything that is on it -users can click on other links and change the view etc. Or you can embed a code which does not give you the board view as set it and you have to open it in full screen to even see part of it.. Very annoying.
Wen Huang
Yup. hope to have this feature soon. Thanks.