Teamwork requires keeping everyone on the same page—literally. And that includes upcoming tasks, the day’s standup meetings, the project timeline, and the tasks that are finally, officially, done.
When you have so many things going on, a single dashboard to showcase the critical stuff can help. Here’s how you can help your team stay on top of your project by creating a custom dashboard in ClickUp for your team to see when they check their tasks and one in ScreenCloud-powered digital signage as a heads-up display for your projects.
How to create a dashboard in ClickUp
ClickUp is an all-rounder productivity tool for your entire team, something designed to replace all your individual apps for calendars, tasks, document collaboration, whiteboards, time tracking, and project management.
And it comes with a built-in block-based dashboard tool where you can quite literally create a custom webpage inside ClickUp, like you would use a block-based page editor, that includes tasks, graphs, and facts about your projects.
If you’re using this for a client, you can create a dashboard that has a welcome message, important updates, video embeds, and of course, a panel to show tasks and the project progress.
You can also use this dashboard in-house. It’s especially well suited for small teams, all working on the same project. Everyone can see at a glance a single-page resource of announcements from the project manager and project progress alongside their own task list.
In ClickUp, choose the Dashboards option from the sidebar, and click the New Dashboard button from the top toolbar. You can get started with a template, if you’d like, but we recommend you start from scratch using the Create Custom Dashboard button.
Start by adding a text block to give the dashboard a bit of context. Here, write a sentence or two to tell viewers what this page is about. Once the card is added, you’ll notice that the dashboard sits on a grid system, and you are free to resize or move any card widget.
Now it’s time to fill up the dashboard with useful information. Click the Add Card button from the top and browse through all the available card options. The widget options will depend on your account tier, but even the free tier provides you with access to the basic features you’d want to see here. Widgets like Task List, Workload by Status, Tasks by Assignee, and Number of Tasks in Progress can really help you get an overall picture.
If you’re paying for the Business account, you also have access to widgets related to Sprint stats, line charts, and pie charts that can be created for any data from your project.
Each widget has its own customization options, so you can choose where the data comes from and how it looks, narrowing it down by projects or assignees. The Task List widget is quite granular, with options to showcase tasks from a project or a subproject, for example. And, of course, there are task lists, graphs, workloads, and more. With a bit of work, your dashboard might look something like this:
Once the dashboard is created, you can easily share it internally with users in your company, or externally with a client.
Private sharing within ClickUp is effortless. Click the Share button from the Dashboard, and you’re presented with a couple of interesting options. You can enable access for everyone who’s added to your Workspace, or you can invite someone individually using their email address. If you have a Business account, you can share it with an entire team as well. ClickUp also lets you control permission levels here. Each user can have Full, Edit, or Read-only access.
Email invites are also a handy way to invite clients and guests to view the dashboard. Click the Copy link button to share the link. Sadly, ClickUp does not provide a handy way to share the Dashboard externally using a public link. But there are some creative workarounds there.
How to create a ClickUp dashboard using public sharing and ScreenCloud
ClickUp’s built-in dashboards are great for sharing updates with clients, or team members, but what if you want to track your progress on the big screen? Say you wish to see the day’s to-dos, the workload status, or the sprint progress on a TV that’s mounted on a wall in your office. What if you want to share your project stats on 10 different screens across your workspace? Or different offices across the country? This is where ClickUp’s Dashboards tool falls short, as you’d need to connect a computer to each screen, log in, and keep each machine up and running.
But you can create something exactly like this using ScreenCloud’s digital signage software. ClickUp’s project views support iFrame sharing, which means that you can easily integrate a particular project view into ScreenCloud’s tools.
The easiest way to add ClickUp to digital signage is to use ClickUp’s iFrame embed links and then create your own custom dashboard layout using ScreenCloud’s Channels tool. Here’s how it all works.
First, take a look at your ClickUp project tasks lists, and explore the available views. You can turn a task list into a kanban board or a mind map easily. If you’re a fan of tracking dependencies, you can view the project in Gantt view, or use the Timeline view to showcase the entire project’s milestones. All of those are perfect to showcase on a larger TV. And because ScreenCloud’s layouts are flexible, you can even embed three or more different views together on a screen without sacrificing visibility. And if you use the Whiteboard tool in ClickUp, you’ll be happy to know that it can be shared on the TV using ScreenCloud, too, to build a digital whiteboard screen.
Once you know what you want to showcase on the TV, it’s time to connect everything to ScreenCloud’s Embed apps tool. Log in to your ScreenCloud account, and from the sidebar, choose the Apps option. Here, search for the Embed app and add it to your ScreenCloud account.
Next, go back to ClickUp and open the view you want to share on your digital signage. To explore all options, open the project page, click the View button from the top toolbar, and select the view you want to showcase for this project. When you’re happy with the setup, click the Share button and choose the Share This View option.
Enable the Share link with anyone toggle, and then from the Embed code option, click the Copy Code button. You have now copied the iFrame embed code for this current view. Let’s make good use of it on ScreenCloud.
Back in ScreenCloud’s Embed app, click New Instance. First, paste in the copied embed code in the Embed Code section. You will instantly see a preview on the right-hand side.
Now, the default size for the embed view might be too small to be readable from a distance. ScreenCloud offers a native Zoom tool, so you can zoom up to 10X to make the text bigger. We found a 2.2X zoom to work best for our board view, but you can play around until you find something that works. Finally, give the Embed a name, and click the Save and Close button.
Next, repeat this process to create different board or task views. For our example, we are going to build a dashboard with two different embeds. Let’s walk you through the process.
In your ScreenCloud account, go to Channels > New Channel, give the Channel a name, and click Continue. Select an orientation, and click Create Channel.
From there, click the Edit Layout button and explore all the available layout options to see what works best. As ClickUp shows to-dos with contextual information in line forms, we recommend you go with a layout that gives more horizontal space. But you can choose depending on your needs. In fact, you can go to Custom Layouts to create your own layout as well.
After selecting a layout, select the part of the layout you want to edit, click Add Content, navigate to Embed Apps, and choose one of the Embeds we created above. Do the same for other parts of the layout with other ClickUp Embeds, and click the Preview button to see what the screen will look like. Then, click the Publish button to save it to your account.
Now, go to the Screens section, choose the screen where you want to show this dashboard, click the Now Playing button, and browse for the Channel we just created. Select it as an output and make it live. And that’s all there is to it! Open the ScreenCloud player on your TV, link it with the code, and bam, you’ll find your ClickUp dashboard right on your TV.
Create a custom dashboard just for you
We’ve just created a great-looking dashboard, but we can push things even further. ClickUp’s iFrame options are limited in certain ways, as you can only share views from a project page, and it comes with its own design, header, and so on. What if you only want to disable particular tasks, with your own design? You can do that in two ways.
Our Dashboards by ScreenCloud product (which is available in Pro accounts) will let you extract any part of a webpage and then add it directly to your ScreenCloud dashboard.
If you want to create something even more customized, you can also look into our Zapier integration. You can set up an automation to automatically pull in new tasks from ClickUp to the Dashboard, via Google Sheets. And when you do this, you have full freedom over the design and the branding of the page as well, helping you create a true, bespoke dashboard experience for your Office TVs. Sign up for a free 14-day trial and give it a try!