Let the "Overview" be an optional view
considering
Jana Michelová
With the 3.0 release, we got the "Overview" view in folder that is apparently required. This means, after entering a folder, you need to make additional click into your list, because it's second in a row, overview being the first. The overview cannot be dragged anywhere, neither turned off. Pinning other views doesn't help either. Please, make this "overview" view optional. I don't need it at all, and this only makes me click even more to get where I need. Thank you.
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Frank Filippelli
Erra Faye Zabat This request is just so true and is such a simple fix. I don't understand why Clickup doesn't care about it's users at all. We ask for such simple fixes for years and get nothing at all. 😡
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Erra Faye Zabat
considering
Hey, everyone! We’re excited to share that we’ve created new statuses in Canny to provide more transparency and clarity around the progress of feature requests. We've updated the status of this request to reflect the updated status. The Product Manager will provide updates on this post when they have new details to share!
Alexis Piraina
The overview is useless in our workflow and should be optional.
Sigurd Seteklev
Alexis Piraina: Thank you for your feedback. It's noted!
Natalie Williams
Alexis Piraina agreed. In 90% of my workflow and in the workflows of other businesses I'm involved in it's a useless view. It doesn't offer anything unique compared to dashboards and makes getting to the task list more complex. Why it was a forced addition makes no sense.
A.C. Ross
Thanks for your email asking for feedback on the required Overview view.
I watched the video at the link you sent, but it was poorly done and confusing. I couldn't follow the explanation or understand the three use cases or the customer targets it's trying to define. None of them seemed to apply to me.
Conceivably, I could use the Overview once a week when planning my week. But I don't need most of the cards or the color-coded progress bars. Currently, I plan my weeks and days using Gantt charts for overall project management and time blocking for working on specific tasks during the week. I use a table view with tasks sorted by due date and priority as my primary tool for determining what I'm supposed to work on during a specific time block.
I tried customizing Overview by deleting all the cards that I wouldn't use: Docs, Bookmarks, Folders, Lists, Resources, and especially the pie chart of Workload by Status. With all that out of the way, I end up with "Recent," which is of limited use.
The best option for me would still be to eliminate the Overview entirely and let me set my "TableGrp" view, which I use 90% of the time, as the default in all my projects.
I'm nonplussed why ClickUp is contorting itself in this way, spending far more then the time needed to code a toggle or two into the UI just to prevent its customers from removing the Overview and getting right to work. Is there some hard-wired spaghetti code that will necessitate a massive rewrite? Is there a licensing requirement? Baffling.
--A.C.
Sigurd Seteklev
A.C. Ross: Thank you for your reply. We'll continue to improve this, but there are many historical and current issues we need to navigate.
Sigurd Seteklev
A small update here: Last week, we made a UX update to views. Now, clicking on a location will take you back to the last view you visited during your session, unless you have set a "Default view." If there is no "last visited" view in the session, you'll still be taken to the Overview. While this isn't exactly what was requested here, we hope it helps in the meantime.
This change is consistent with the UX in other parts of the app (e.g., Hubs).
We welcome any feedback on this new feature! 😊
Sebastian Oschatz
Sigurd Seteklev introducing states in the ux is always a recipie for confusion.
keep it simple. make things optional. or configurable. dont try to outsmart your users.
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Aline
Sigurd Seteklev Is this change live already? I'm still landing on the Overview for any Folder I open.
James Wooldridge
Sigurd Seteklev It looks like that's being stored locally (cookies) as it's not remembering my choice across browsers.
Please stop trying to appease us with these small changes that are just wasting your dev time, and make Overviews optional. That way we can use Dashboards when and if we want, like many in this thread have suggested. Overviews are redundant when we have Dashboards.
If you are really trying to provide some sort of Project Overview, it should be independent of the Workspace structure and allow for much more flexibility in terms of folders and lists included. Create a new entity called Project, allow us to link it to Lists from all over the workspace, plus add Project specific data like total hour and financial budget estimates. Link Goals to these too. There's so much more useful stuff you could be doing if you'd stop tinkering around with these Overviews.
Sigurd Seteklev
Aline: Yes it should be live for everyone. Note that it is only for the session. Are you still not experiencing it?
Sigurd Seteklev
James Wooldridge: Thank you for your feedback. It has been noted!
A
Aline
Sigurd Seteklev Hi! I'm sporadically experiencing ClickUp going to the List view directly after I clicked on a Folder. That only works the second time, of course. So for every single Folder, I have to go to the List view twice. It doesn't stick if I close the tab of the browser. And of course, the "session" is not shared between browser tabs. That means that I still have to go past the Overview every day, every single time I open a Folder. I don't understand why the Overview can't be optional. Please let ME decide how I get to my work, without jumping through hoops. This "feature" has been frustrating me for the past two years.
LBell
Sigurd Seteklev Why the glitchy inconsistent workaround, when the solution is clear? Just let me add or delete the overview "view" like any other view.
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Rebecca Julius
The only thing that would really be useful to me in the overview would be the abliity to put a list of different VIEWS (at all levels throughout the space) there. So I could have views from the space, folders, or lists. THAT is really what gives me an overview of the entire space. A list of lists is not helpful to me, because every list has so many different views set up with different filters to show different data.
Sigurd Seteklev
Rebecca Julius: Thank you for your feedback 🙌
Dave Christy
Based on how we have organized our folders and lists, we would want to make it easy for non-power users of ClickUp to get started quickly. Direction A would be my preference.
Sigurd Seteklev
Dave Christy: Thank you for your feedback 🙌
Sebastian Oschatz
An empty overview with a tiny CTA to set up my own cards would by my favourite.
obviously also removable.
our typical use would be a textwidget to have a place for collecting short statements about the project type. team+contact informations, links to miro/figma boards etc.
basically exactly the same as the dashboard view.
Sigurd Seteklev
Sebastian Oschatz: Thank you for your feedback 🙌
Sigurd Seteklev
Hi
We are looking for some feedback on how Location Overviews could work, and it would be great getting your input on the different directions we could take
This is independent of Overview being mandatory or not; this is about how they should look when they are present. While many experienced users find the Overview unnecessary, they have been shown to be important for new users to orient themselves when they click on a location.
We want to go in a direction where it is clear to the users that they can customize the overview in any way they want. We have three main directions we have been playing with:
Show hierarchy by default, and let users remove that card and customize the overview.
By default, have cards that show the different types of content (e.g., list and folder with their properties, etc.), and let users remove those and customize the overview.
An empty overview with a CTA to set up their own cards.
Here is a clip showing rough mockups of the three different ideas:
Happy to hear any thoughts you might have
Elise Remissong
Sigurd Seteklev If pressed, we'd choose option number 1, but it looks too busy. Often there is an internal use-case for an "Everything" view that we can use to search the entire space - if the overview truly defaulted to ONLY a list of all tasks and allowed for the adding/customization of CFs, it would serve a purpose for us. However, to echo others here, we'd prefer the ability to toggle it between mandatory/optional on a workspace or space level. It doesn't offer anything other ClickUp functionality can't already do.
Nathan Boyer
Sigurd Seteklev Contrary to your statement, my experience has shown the overviews to add confusion to new users by hiding the tasks. I guess I would choose Direction A, so it is at least more obvious where to click to get back to a list view of tasks.
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Salah Boukadoum
Sigurd SeteklevI truly don't understand why ClickUp won't take the comments of 500 people seriously about not wanting this view to be required in our workflows. "Users that they can customize the overview in any way they want" should include customizing it to go away.
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Jeff MacNeill
Sigurd Seteklev We would be in favor of
Direction C
. This gives the option to setup essentially a quick Dashboard with New Activity and Bookmarks / Text fields. But of course the option to remove the view or replace it with a standard Dashboard.Felipe Covas
Sigurd Seteklev Thank you very much for sharing with us.
In my opinion, it would be awesome if we had the possibility to customize it. Additionally, it would be great to have an models section, so that we could start from the zero, and also use models and templates.
Thank you very much!
Joshua Frost
Sigurd Seteklev I prefer Option C
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Greg McKibben
Sigurd Seteklev I'd vote for option B.
James Wooldridge
Sigurd Seteklev Respectfully, I think you should move this discussion to another feature request that can then be voted on.
This thread was for those of us who want "the 'Overview' be an optional view". Please respect that and keep us updated on when this feature will no longer be mandatory.
Sigurd Seteklev
Felipe Covas: Thanks Felipe! You can customize it today by deleting and adding cards. Are there any customization options you are missing?
Josh Freeman
Sigurd Seteklev Personally, I like the simplest, templated approach... Option C. Seems like it would kick off the set-up in the right direction. Then customizing from there should be quicker and easier than make visual assumptions without any user input at all.
Felipe Covas
Sigurd Seteklev Thank you so much for your feedback, Sigurd! You're right, thank you for the information.
A.C. Ross
Don't try to make the view more useful. Make it optional and removable.
Why are you fighting this so hard?
I complained about this view being forced on everyone back in Nov 2023, 18 months ago. My use case as a solo consultant and interim CMO is unchanged. I work with many clients. None will ever let me keep their documents or manage their people and resources on my computers.
I use two views almost exclusively: table and kanban board. For me, and evidently for many others, the Overview is useless or redundant. Worse for you guys, it reminds me every time I have to click through that view that your devs think they know how to run my day and my projects better than I do. They don't.
I always end my emails to ClickUp support with a request that the dev team make the Overview view optional. I said once that this change is in danger of becoming the longest feature toggle implementation ever.
Sigurd Seteklev
A.C. Ross: Have you used the "Set as default view" feature? That will direct you to that view every time you visit a location. It is not available on free and unlimited plans, unfortunatley.
A.C. Ross
Sigurd Seteklev: Thank you for the advice. Unfortunately, I have the ironically named "Unlimited" version, so I can't do that.
Sigurd Seteklev
A.C. Ross: Super sorry for that. I'll see if we can get that discussion going with the work on the new Overviews.
Jana Michelová
Sigurd Seteklev I do not have the "unlimited" plan, but this bothers me anyway. Why would I have to click to "set a default" view every time I create a folder... Also, I have like 100 folders in my space now, I am JUST NOT doing that :|
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