ClickUp Training — Session 8:

ClickUp Training — Session 8: Dashboards

Overview

In this session, I built a Dashboard/Overview for my Space, bringing together everything from previous sessions (tasks, custom fields, and automations) into one high-level view. What I Practiced ✅ Located and opened the Dashboard/Overview feature for my Space

✅ Added a Task List card pulling live progress data from my Lists

✅ Reviewed a “Workload by Status” pie chart showing task distribution

✅ Confirmed the dashboard reflected real progress, including the automation-driven task completion from a previous session

Skills Practiced: CRM Reporting, Dashboard Building, Data Visualization, Progress Tracking