ClickUp Widgets – what they are and how to use them inside of ClickUp dashboards.
Before adding widgets, you need to have a dashboard.
To create a new dashboard:
- Click the plus sign.
- Name the dashboard.
- Click add widget.
To add widgets:
- Click on Dashboards, which is found on the left hand side.
- Add widgets to your dashboard, like checklists, add attachments, links to tasks, chat with other people right from the dashboard.
Watch Amalie Show You How To Use Widgets in ClickUp:
Read The ClickUp Widgets Video Transcript
Hi, I’m Amalie with Systematic Excellence Consulting. Today I’m going to go over widgets. And with doing that, I’m also going to go over dashboards.
So widgets are a part of the dashboard. So how you get to dashboards is on the left hand side over here, it’ll say dashboards, I just created a quick one, similar to the one that we use with our clients. But this is just a template to show you. I’ll also, in a minute, create a new dashboard so you can see.
So these are the different widgets here, and there’s a lot of different options for them, I just wanted to show one example. So you can see a real life use of them. So if this was a client dashboard, we have a little welcome here with a welcome video that I made really quickly. And just, you know, you can do checklists inside of the widgets, this is an image, you can add attachments so that could be images, important links, you can also link to tasks.
So this is a task list. And so the person can actually see that. And you can actually click into the task, right inside right from the dashboard. And then this is a chat. So you can have a chat with a client right inside of the dashboard. So what I’m going to do is I’m going to create a new dashboard, we’re going to call it one, and then we’re going to add widgets.
So the way that you add widgets, you just hit Add Widget. And these are the different options that you can add widgets for. So with the image that I put in, it’s a text box, So you just name it, maybe it’s the welcome. And then this is all the same commands as you would have in the task description. And in documents, so you can just see here and the way that I did the image, I just did an attachment and then just selected a file. So there’s a lot of different ways to do things in here.
So if we wanted to, you know, workload by status, you know, gives lots and lots of options here. We can do tags. You know, if we wanted to, you can select the location, maybe we want to select all of them. And we want to show all tags. include subtasks, whatever you want to see, and then Add Widget, then it’s gonna show us what we have going on there.
Some of the other things that we use this for is time tracking. So you have to have the business or unlimited subscription. But for us with our team, we use the timesheet and the time tracking, to look at people’s workflows and then also to see their track time.
You can look at things by assignees, we can look at tasks by assignee, if we want to select the different locations. Maybe we want to see subtasks, maybe we don’t want to see, closed, you can filter by certain things. And then just hit the Add Widget, and then it’s going to show us, obviously I’m the only one that’s assigned tasks in here so that’s what it’s showing.
So you have a lot of different options. I think what dashboards it helps you get a larger view instead of being kind of knee deep and everything in the spaces. If you need to get a quick glimpse or snapshot of what’s going on, this is what it can help you do.
Priorities. So you can break things down by you know what you have going on. If you use sprints, obviously, you can do that. Embeddings, you can embed Google Docs, Google Sheets, you can embed other URLs. Twitter feeds. So if you want to have a place where you see the Twitter feed, you can do that. YouTube videos. So if you have a YouTube video that you want, like as a welcome maybe the dashboard is the welcome place for clients or new team members, you can create something like that. You can create tables.
Let’s see, I think those are kind of the main things that we use it for. But again, there’s a lot of different options here and it helps you get a complete snapshot of what’s going on in your business. The widgets are fantastic. So you know having dashboards, where we use them the most is for clients and for the time tracking, that’s where we use them the most, and getting an idea of workloads and things like that.
So I hope that was helpful. Make sure you subscribe to catch future videos, we’ll start rolling out some tutorial videos, some real life applications of the different features in ClickUp. And if you are looking for additional help, there’s a link below that you can book a free call to get on. Let’s see if I can help you get set up in ClickUp or using it more effectively.
Again, my name is Amalie, I’m with Systematic Excellence Consulting and thank you so much for watching.
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