Location Overview in Lists, Folders, and Spaces
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Hemant Kumar
Customized Location Overview - Beta enabled !!
Thanks everyone for signing up for closed beta. Please play around with Location Overview ! Would love to get your feedback - https://dev-forms.clickup.com/333/f/ad-1160429/XVVLW7RTJXB0NN1V39
We'll be refreshing the Beta list 1-2 times every week - so please continue to sign up
Hemant Kumar
Customized Location Overview - Beta enabled !!
Thanks everyone for signing up for closed beta. Please play around with Location Overview ! Would love to get your feedback - https://dev-forms.clickup.com/333/f/ad-1160429/XVVLW7RTJXB0NN1V39
We'll be refreshing the Beta list 1-2 times every week - so please continue to sign up
V
Vincent D'Amico
Hemant Kumar This has come a far way!! Awesome!!
Im not seeing Location Overview yet. Only seeing Bookmark which already is amazing!
Thanks again!
Hemant Kumar
Vincent D'Amico: can you share where are you seeing Bookmark card? Is that not on location overview?
Peter Atkinson
Hemant Kumar - this is great. Thank you Hemant!
The feedback form isn't work for me - but the location overview changes are exciting. :)
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Vincent D'Amico
Hemant Kumar I was assuming you were meaning there is an option to add Locations to Overview. Sorry if i wasnt understanding. I was expecting to see a Card that indicates locations.
Hemant Kumar
Hello everyone -we've added the next batch to the closed Beta. All those who signed up so far - should have access !! Please continue to share your feedback. It's been super useful so far ! Thankyou !!
Hemant Kumar
hey everyone ! Based on your feedback, we've taken the next step to make Overviews more useful. Now you can customize your overviews (Resize, Reorder) and add Dashboard cards. Also we are introducing a new card - Bookmark card - to help to pin/bookmark imp links (intrenal, external) on overviews for quick access!! We'll be starting the Beta from next week. Would love to get feedback from the community. Please sign up for early access !!
Here's a quick config of a Location overview for one of my engineering teams -
Perry Wirth
Hemant Kumar This a huge improvement, I would 100000% start using overviews much more!
Arnoud Post
Hemant Kumar looking forward to beta. Especially the bookmark cards sound awesome. Is there a way to add bookmarks programmatically? By getting custom fields from a list or through the API?
Daniel Urbano
Hemant Kumar nailed it!
Just one thing to keep in mind. Calculation cards don't actually let you calculate %, average, etc. You can only add symbols next to the numbers.
Please fix that.
Hemant Kumar
Beta has been enabled !!
Arnoud Post- Not yet forbookmark cards
Daniel Urbano - I'll get that checked
Lily Chan
Daniel Urbano: Depending on the type of field selected, you have the following functions available to use in Calculation cards. You are correct that we cannot calculate % as of yet, but average is available.
For %s, would using a pie chart to visually display %s work for you?
Ali Khan
I would like the ability to display all locations in a map from a list
Lily Chan
Hey everyone! We're exploring the ability to add prebuilt and custom Search Cards to Dashboards and Location Overviews, and would like your help informing what's important. Please take this 1-minute survey to share your feedback: https://click-up.typeform.com/to/E52R8DjL
Pierre Becher
Lily Chant honestly, none of these cards have ever been useful to me. An overview on list or folder level only makes any sense if you're able to roll up data to this level which doesn't seem to be the case...
Lily Chan
Pierre Becher: Thanks for the feedback. When you talk about "rolled up data" are you're talking about List/folder/Space-level data? Like this request? https://clickup.canny.io/feature-requests/p/custom-fields-for-list-folder-or-space
Pierre Becher
Lily Chan yes this also includes list/folder/space level fields and the ability to compare them against rolled up data. Example: A folder is a project and I want to set a time or monetary budget for this project on folder level and compare it against all time tracked within the folder. This would be really useful use case for cards in overviews. I know this requires lots of fundamental work across the entire platform but it would be better to focus resources on this rahter than on cosmetic changes of overviews.
Florian Schardt
Lily Chan Custom fields for lists and folders as well as rollups (as mentioned by Pierre) would be a real game changer for us. Just yesterday I had a conversation with colleagues that complained that ClickUp is too complicated.
What they mean is that we have a folder as an entity for a project AND we additionally have a task for the same project.
Having an Overview for the folder (=project) that also has custom fields, would be the solution. We would also show multiple folders (projects) with their custom fields on a portfolio overview.
Lily Chan
FYI for those interested in the results we've gotten so far from this survey, see the attached image.
Based on the verbatim comments, and feedback on the new user experience, we're also including some additional prebuilt cards that will meet the most common user needs. If you're interested in providing additional feedback on those, please share your feedback in this survey: https://click-up.typeform.com/to/ezv9lbAI
Thank you!
Anthony Raad
As we enhance Location Overviews, we want your help prioritizing what’s important. For those that we didn't get a chance to speak to, please take this 1-minute survey to share your thoughts!
LBell
Anthony Raad
• Need ability to pull lists from ALL folders in a space's overview... Not just the top-level lists. (Custom select which lists maybe? All or some or filter)
• For that matter, I need the same for the whole workspace, but the info I can surface at "home" is not the same, nor can I surface it in a dashboard.
• Need custom fields for lists in overview (and show on the menu to the right) to be able to label / tag lists with overall status that I can quickly glance at and see.
• Being able to filter/group the lists based on status would be cool too.
Ali Khan
I am looking to have all locations showing on a map so i can see all my customer locations in a cluster. Also can see the distance to customers from our local
Anthony Raad
ClickUp is looking to improve Location Overviews and would love to hear about what you want to see. Please grab some time to chat and share your feedback!
Daniel Urbano
Anthony Raad Already scheduled it! Thank you very much Anthony.
Mario Rader
Anthony Raad I'd love to chat, but unfortunately the available times don't really correspond with office hours in CET.
Perry Wirth
Anthony Raad I scheduled time but fat figured my email! Can you update for me, I don't want you to think I'm standing you up, but I didn't get the invite - perry@utopiawi.com
Hemant Kumar
Perry Wirth: I see you accepted the invite. Look fwd to our conversation tomorrow
D
Denise Zeigler
Hemant Kumar- would be great to see the ability to add a doc in the list overview. We have a large enterprise team and would be great to use it as a space for key team updates [eg leadership notes, what to focus on this week, etc. somebody from Clickio created a mock up of this org hub last year and did a short demo, I just can’t remember who]
M
Michael Auger
Can you please provide a link to documentation about what exactly was done for this and how to use it in the product?
This thread is a combination of dozens of combined and frequently unrelated threads. At this point I have no idea what this thread is actually addressing.
Mike Shick
What is this, please? I don't know what this is doing?
Hemant Kumar
complete
Location overview for Spaces and Folder is now available to everyone. Please start new canny thread(s) for new requests on Overviews or share your feedback in the clickup form pinned on this thread. Thankyou to this wonderful community for all the feedback !!
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