Feature Requests

Please search first before posting to help others find and vote for your idea!
Dashboard view-only access without access to the underlying data
Summary Let a dashboard be shared with users (members, limited members or guests) so they can see its cards and charts without being given access to the Spaces, Folders, Lists or tasks behind it. Current behavior A dashboard card only shows data from locations the viewer already has access to. If the viewer hasn't been shared on the underlying Space, Folder or List, every card shows 0 or "No Results", even though the dashboard itself was shared with them. The only way to make the data appear is to share the source location, which exposes every task, description, comment and attachment. Use case Department A (for example Management or Finance) needs to track Department B's performance (for example Operations or Sales): workload, progress, overdue items and status breakdowns. Department A should only watch. It shouldn't be able to open, edit, comment on or browse Department B's tasks, and shouldn't be able to step into Department B's work. The same need comes up with external stakeholders and clients (guests), who should see project progress without getting into internal task details. Proposed solution A new dashboard sharing setting, something like "Show data using the owner's permissions" or "Snapshot access". People the dashboard is shared with see all card data as the owner sees it. Drill-down limited or turned off for these viewers, so clicking a chart can't open the tasks underneath. Optional: a public, read-only link for dashboards, with password protection and an expiry date, for people outside the workspace. Admins can control which roles are allowed to use this setting. Benefits Cross-department visibility without loosening the permission structure. Teams keep their own space to work while leaders and other departments can still keep an eye on things. Less pressure to give out more access than needed, or to pay for extra seats just so someone can view a report. Fewer manual workarounds such as PDF exports, scheduled report emails, or duplicate summary Lists. Current workarounds and their limits Save as PDF: manual and goes out of date immediately. Scheduled Reports: static, sent only by email, and limited to 40 sends in total below Business Plus. Summary Lists: you have to duplicate data and keep it in sync.
0
·
Dashboards
Increase dashboard limits for Unlimited & Free Forever Plan
TLDR; Having “all time” limits for Dashboard use renders the feature useless for free and unlimited plans. Move to a monthly limitation model instead of an all time limitation to improve UI for individual users. AND/OR increase transparency around dashboard limitations in advertising. My rant, for more context: I'm an individual user, using Clickup for personal and freelance needs. One of my favorite features was the power of Dashboards - until I hit a wall on the free forever plan. 60 uses allowed all time, including VIEWING the dashboard and EDITING cards - I ran out within a few days. It prompted me to upgrade to the Unlimited Plan for more uses of Dashboards - so I'm thinking okay, I'll pay the $84/year to unlock it… within DAYS, I'm locked out again, being prompted to upgrade to the business plan. So frustrating! Partially, this is my fault for not reading deeper into the terms, but I also think ClickUp has some responsibility here for not being fully transparent with the dashboard feature and what is possible on the pricing pages. I had do a deeper dive to find out that the unlimited plan has a limit of 100 uses of dashboards. (only 40 more uses than the free plan). Again, theway ClickUp defines uses is infuriating as a user. It makes the feature useless for lower tier plans. It would have been better if I was locked out from the get go on the lower tier plans. I decided to cancel my paid plan all together and just work with the free forever plan, finding workarounds to the limitations. I was also excited and already reccommending ClickUp to friends for personal and small business use (but now will tell them it's not worth the money - and to use free without dashboards or pay for something else). I would like to see ClickUp change the terms for the lower tier plans, so that the limits would be something like 60/100 uses PER MONTH versus ALL TIME for the free/unlimited plans respectively. So that it might lock me out at the end of the month, but I know my ‘credit’ will renew on the first.
4
·
Dashboards
Load More
→