5 ClickUp Dashboards That Will Change Your Business
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- Опубликовано: 20 июл 2024
- In this video, we take a look at 5 ClickUp dashboards that will change the way you gather up-to-date information for your business. We'll be walking step-by-step on how to create widgets, layouts, and link tasks from other databases to your dashboards.
00:00 Introduction
00:46 What are ClickUp Dashboards
01:38 5 Dashboards
01:52 Today's Tasks Dashboard
05:59 Sales Tracking Dashboard
12:29 Brain Dump Dashboard
14:52 Team Member Dashboard
19:14 Client Dashboard
23:13 Outro
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• 5 ClickUp Dashboards T...
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Thanks!
@@thegethiredstrategist of course!
I’ve been bingeing your videos! I asked my parents to split the cost of your ClickUp course with me as a birthday gift and they said yes. I usually ask for art supplies but this is something I’ve been dying to do for months but couldn’t afford. I’m so excited! I just need my dad to deposit the money in my account and I’ll be purchasing it 😍🙏🏻
Dina!!! You made my day 🫶. I am beyond excited to welcome you into the Systems School Community. And Happy Birthday! 🥳
Having a brain dump doc with ability to highlight something and make it a task is a game-changer! Thank you so much!
Agreed!!! You're welcome!
Amazing job! I've been looking at a variety of videos and yours is BY FAR the best. You are a wonderful teacher! Thank you and God bless you and your husband!
Hi Peter, wow thank you so much that is an incredible compliment!! I appreciate it greatly, God Bless!
Awesome, thank you! I ❤️ ClickUp. I hadn't figured out what to do with the dashboards, & omgosh, I have a ton of ideas thanks to you. You're going to have huge success with your channel. You're authentic, a great teacher, & it's obvious your are passionate about what you do. Happy to subscribe! ❤️
Thank you SO much Shawna, you just made my day 🥰. I truly appreciate the kind words 💕
These are incredibly good dashboard ideas. I'm using dashboards but not like this. You gave me so much more ideas.
This is literally one of the best ClickUp dashboard videos on RUclips.
Thank you so much!! I am glad the video was helpful and gave you more dashboard ideas.
This is great. Thanks Kristi !! I was typing away ideas for improving my Click up setup as I was watching this!!
I am so happy it was helpful to you Magdalena! ☺️ ClickUp Dashboards are definitely one of my fave features 🙌🏼
Thank you sooo much for this tutorial!! How you set up your Client Dashboard blew me away. This is just what I needed to elevate my clients' journey and for them to have everything in one place, at their fingertips. It reduces frustration on their part, and I am sure it will result in wonderful reviews and testimonials. Thank you DaSilva Life🎉🎉🎉
You made my dayyyy!!!🥰 Thank you so much for the kind comment. I am so happy this video was helpful for you and totally agree, your client experience is about to get SO elevated 🚀
Really amazing video!! Thank you so much, I knew dashboards were a feature I was sleeping on and this was super helpful.
You're so welcome!! I am glad it was helpful to you Caitlin!☺️
So good Kristi! So easy to follow along and set up while watching.
Yay!! So glad it was helpful Shawna ☺️
This is your best video so far Kristi❤ Love it🎉
Thank you so much!! I appreciate it!🥰
I appreciate the tone, pace, and explanation of each tool. You not only demonstrated how you created something but the why behind it. The brain dumb dashboard is a winner, the client dashboard is golden, and that sales dashboard - platinum status!!! You've earned yourself a new subbie! Thanks.
Thank you so much! Delighted to have you as a subscriber! 🥰
Brilliant video! Just made my own private dashboard at work, along with a picture of my daughter. For the brain dump dashboard, I use the built-in notepad so I can access it from anywhere inside ClickUp.
Thank you Will!! I love that! Glad you liked the video, and I also love using the notepad as well.
Wonderful video! We will start to use dashboards. Thank you.
Thank you! So happy you found it helpful ☺️. Dashboards are awesome, we love them.
It's very helpful to me! Thanks for your sharing.
So glad it was helpful Jean!! My pleasure ☺️
Woah! Thank you for sharing this.
So happy it was helpful for you! :)
OMG you just saved my life. I'm switching from Asana because of dashboards and building my team, and the dashboards are the #1 selling feature for me. Thank you so much for this!
Dashboards are the bommmmbbb! One of the many reasons I LOVE ClickUp. I am happy this video helped ☺️
@@DaSilvaLife Quick question - when we invite clients to a dashboard as a guest, do they have to make an account with ClickUp or can they just access the link over and over again for access to their stuff?
@@iamashleylbrown great question! So for dashboards they will need to make an account, but it just requires them to create a password. They will then have access to the dashboard within your ClickUp but it is not like they're creating their own ClickUp workspace.
Loved your dashboard video! I see you use Honeybook as well! Do you have a video on your client management using both honeybook and Clickup? Would be awesome to see since I’m trying to do the same 😊
Thank you!! So glad you liked it ☺️. Yes the video here really shows the marriage between the two well: ruclips.net/video/5xmsy6pdHT8/видео.html
Kristttttiiii - the bomb! Thank you!
Ahhh Jordan you're the best!😘 Happy you liked the tutorial.
Love this video! Can you do a video solely on client dashboards? How did you do the screen recording dashboard? Thanks
I can add it to the list! I screen record with the software Loom: www.loom.com
Thank you so much for this amazing video :)
😊
You're so welcome! I am happy you enjoyed it ☺
Great video! Your dashboards are excellent.
Thank you so much! I am happy you found the video helpful :)
This is great! I'm a ClickUp user myself and your video on the CU dashboard is awesome. I'm curious to know, do you enjoy using the "board view" or "list view" to see your tasks?
I am glad you found it helpful!! It honestly depends on what information I am looking at. I like to use List View for things that go in sequential order, like phases of a project. I like to use Table View to see data/analytics, and I like to use Calendar View to see overall workload and deadlines. I love that I can customize the views to see the different varieties of info! Hope that helps ☺️
Ahhh LOVE THIS!! Thank you so much this has saved me so much time!!! I would love to know the zap that you created to pull in the financials from stripe and paypal (like the settings!)
Here are the 3 I use!
HoneyBook: zapier.com/shared/87e84e8ddd0938a9adaae1aac00c2180eff5a75b
Stripe: zapier.com/shared/07233ab69a0cada194c5c5d4e8c3948f3a234d2a
Paypal: zapier.com/shared/ded4eacfc3c586a88f615a514cc6f284f9e920d3
If you're interested in the exact sales tracker template with video instructions it is available in my shop! 👉🏼www.dasilvalife.com/product/sales-tracker-template
Love your videos. Im new to clickup, ive always fought against using it in my head lol. Question lets say we have like 100+ clients getting managed does each client get their own dashboard? Does that get messy or hard? Can you assign tasks to teams/ departments?
Thanks so much Krystal! I am glad you're loving the videos ☺. You definitely can make a dashboard per client. You can also have the option of the team or account manager of the client to create and own the dashboard so that not every person sees 100 dashboards. With this too, you can use the Search function (Command, K) to search for dashboards when needed. Yes, you can assign teams/departments! I actually have a video going through how here: ruclips.net/video/sXp7MTrtlOQ/видео.html
good job! I was thinking why you have more options bellow to Priority! I have business plan and don't have those other options
Thanks!! This was shown on business plan, it is a little older of a video now so it might not look exactly like this anymore.
I am pausing in between the video to say that you are a genius !!!!!! 😍
You are so kind!! Thank you so much, I really appreciate it ☺️
@@DaSilvaLife aww you're welcome. ☺️
Awesome Video! It would be helpful to know which plan you’re using before explaining a feature. The time tracking card is not available on the free plan. I’m sure many of us want to know how to get the most out of the free plan (since it is so robust) before upgrading
Thank you for that feedback!! I try to mention in some videos that X features on not available on the free plan, but definitely something I can be even more aware of :)
Hey Christy, thank you for this video! I have been looking for a way to create a dashboard where I can see how much time tasks are taking, not necesarily user focused, but more task focused. Is it just changing the parameters in the time tracker widget? Then apply the same for graphs if I want to make it more visual?
So all time reporting will be done in the time tracking widgets! With charts, you can see Time Estimates but not gather data for time tracked. Hope that makes sense!
Everybody is so positive in their comments. I’m having so much trouble, maybe I’m just dumb. I was trying to make the dashboard. I clicked on dashboard and didn’t see a plus. I don’t see where the widgets are. There’s a lot I just don’t understand. I started by putting down some tasks. I wonder if I start it the wrong way now I can’t use the dashboards. This is so hard to understand.
You're not dumb, it can be a lot to get used to for sure! I wonder if your screen is zoomed in at all and you can't see the settings to add a widget. I would recommend reaching out to ClickUp support by emailing help@clickup.com
Great video! The slash you are using is NOT a backslash, it is a FORWARD SLASH. Forward is /. Back slash is \
Thank you, I am glad you enjoyed it! :) And yes someone else mentioned that too, thank you!
Question- I am wondering why this is beneficial for the sales dashboard instead of just using Quickbooks for reports. Just curious.
Great question Candice! First, I love having all of the data I possibly can within one platform if possible. I still use Quickbooks with my accountant for bookkeeping and tax purposes. But with zapier it makes it easy for me to link all of my multiple streams of income right into my ClickUp account. Because I have different payment processes, services, and products, it keeps everything nicely on one place and I love the visual layout of my sales dashboard as well. Hope that helps! ☺️
Sales tacker was awesome.
One of my faves too!
Is it possible to connect data from Clickup and show as a dashboard on Power BI? I need it for Agile project management. Thank you
I am not familiar with Power BI 🤷🏻♀️
this is only for business membership. it sucks due to more entrepreneur can pay for this web but that data is very important for us. the small business owner
Some features and widgets are available on the unlimited plan!
This is really nit picky cuz I love the dashboards you've given...you keep saying back slash but you're actually using a forward slash. I was super confused why my typing wasn't working and then I enlarged the video to see what you were doing. Just an FYI for your future videos! :-) Thanks so much! Love these dashboard ideas!
Wow, thank you so much for pointing this out!! I appreciate it!
I use Clockify for my team tracking, is there a way to integrate with Zapier the time tracking instead of ClickUp integration. A bit like how you have done with the sales dashboard?
Yes, you can connect the two via Zapier! Here is an article showing you a bit more: zapier.com/apps/clickup/integrations/clockify
Hi! Just wanted to ask if I can add/remove a certain client in the list of time reporting?
The only way you can do this currently is by creating a filter that the assignee is or is not specific people.
thanks
You're welcome!
I'm a virtual assistant doing a lot of task in different departments. I want my task to be organized by department and by progress status, do you have a template you can suggest?
I recommend checking out our Free Simple ClickUp System www.dasilvalife.com/simple-clickup-system
Do you use Client Dashboards instead of share a Spaces with a client?
It depends on the use case! We used to share lists with them, but then changed it to just dashboards to keep it simple.
Wow
😍
Do I need to create separate dashboard for each client?
Yup! If you want to share it with the client then you need to have separate ones.
Hi I would love to have the sales tracker template
You can buy it here! www.dasilvalife.com/product/sales-tracker-template
3:08 ClickUp does not allow other workspaces into one dashboard. Only tasks from within that specific workspace will show up on the dashboard.
I think you may have some confusion around Spaces vs. Workspaces. In my video I mention bringing data in from different Spaces which is possible :)
@@DaSilvaLife I did not hear that clarification in the video. I have found that ClickUp has been notified of this as many people would like to be able to have a dashboard that covers all workspaces, but they have not addressed the issue.
What do you use to screen record your video?
I use the software Loom and LOVE it!