What’s New in ClickUp 3.0?

What’s New in ClickUp 3.0?

Many companies balk over massive changes and are slow to implement new features. Being careful and measured isn’t necessarily bad. Sometimes, the best thing you can do is find the right note and keep hitting it until you’re blue in the face and the audience is amped with tension!

But some companies like to bust through the glass ceiling as rapidly as possible, proving their stamina and agility. And ClickUp is one such innovator. I favor that approach myself.

Case in point. In October, I looked at ClickUp Dashboards, and in September, I shared about ClickUp AI. And here we are again in December, talking about ClickUp 3.0, the latest innovation in all-in-one productivity.

So, what’s the hoopla about? Read on.

New Design

ClickUp 3.0 Design

ClickUp 3.0 has received a significant design overhaul, and I think it’s a step in the right direction. Its appearance is more streamlined, and a little easier to understand compared to before, especially the new and improved sidebar.

But in my opinion, we are still a way off from nailing it. I feel navigation could be simpler, and visually, ClickUp could be bigger, bolder, more colorful, and more fun.

Here’s a suggestion – less workspace cubicle claustrophobia, more “I feel like I’m celebrating my behemoth-sized accomplishments in streamlined big-screen bright-colored flat vector heaven.” Is that possible? Because we can get the former with a litany of other apps.

Less workspace cubicle claustrophobia, more “I feel like I’m celebrating my behemoth-sized accomplishments in streamlined big-screen bright-colored flat vector heaven.” Share on X

Home

ClickUp 3.0 Home

What do you see upon logging in to most productivity apps? Usually, a linear list of tasks to be completed, sometimes with urgent notifications for tasks whose due date is coming up fast. Maybe just a big list of notes or documents screaming at you from the sidebar.

With ClickUp’s new Home screen, you can personalize and customize what to display, and it will always surface your highest priorities first. Handy!

Universal Search

Universal Search makes it easy to find exactly what you’re looking for (and I do mean exactly!). Whether it’s stored inside ClickUp, your local hard drive, a third-party app, or elsewhere, the new search function can help you locate what you’re looking for faster.

Custom Task Types

Now you aren’t limited to the default set of task types. Whatever you need, you can now create it – SKUs, contacts, accounts, cases, and so on. Got to love the added flexibility!

Inbox

The challenge with most productivity solutions and how they handle notifications lies in the fact that context is often missing.

You assign a new task to be completed by Joe by the end of the week. And as a project manager, you’d assume this would be enough to nudge Joe to finish his work.

Only Joe is sitting at his desk going, “Great – new task! What was it that we talked about at the team meeting again…?” He checks his email, and while he finds the meeting minutes, they don’t describe what he’s meant to do in detail. He checks the notes he took himself… Nope, still not clear.

So, of course, Joe must seek you out to ask questions. He feels awkward because he doesn’t remember what he was asked to do, and you feel irritated because you just want people to do their work already, gawd.

The ClickUp 3.0 Inbox allows users to see work and notifications side by side, which helps them understand how the project is progressing, as well as what their role in all of it is.

This upgrade should help you streamline project- and task-related conversations and support your team completing their work with greater efficiency too. Phew, now that’s a relief.

Overviews

Use the Overviews function to see what’s happening across your organization, regardless of whether it’s a List, Folder, or Space. See what documents or files have recently been viewed or updated. (Secretly check up on people and see if they’re getting their work done… You know you want to.)

Hubs

Now you can easily organize all your content using Hubs, whether your documents, whiteboards, dashboards, or otherwise. Make it easy for you and your team to find what you’re looking for when you need it.

Other Great Features

The above is but the tip of the iceberg. ClickUp is hard at work adding a treasure trove of other fantastic stocking stuffer goodies, just in time for Christmas no less!

Here are but a few items you have to look forward to if you sign up for ClickUp today:

  • App Center: Your central space to manage all integrations.
  • Automation: New Automation types available.
  • Collaboration Engine: Work in real-time or asynchronously with your team and avoid chaos.
  • Command Center: For creating custom keyboard shortcuts.
  • Conditional Logic in Forms: Now handling even more complex workflows.
  • Custom Field Manager: Manage all your custom fields from a central place.
  • Global Action Bar: A handy tool for finding what you need exactly when you need it.
  • Mobile App: ClickUp 3.0 is now smartphone compatible. Take it with you in your pocket!
  • Sidebar: Greatly streamlined to offer better utility.
  • Sprints: For planning sprints matched to your team, as well as spring reporting.

Is there more coming…? I wouldn’t doubt it!

Final Thoughts, ClickUp 3.0

As we look to the future of ClickUp, the ones who are most giddy with excitement over the latest additions and innovations are no doubt project managers. ClickUp 3.0 offers the infrastructure necessary for you to be able to manage the projects more and manage the people less.

ClickUp 3.0 offers the infrastructure necessary for you to be able to manage the projects more and manage the people less. Share on X

(We all know that’s a little idealistic, but any improvement in this area is generally a welcome one!)

3.0 addresses many of the concerns users have brought up in recent times, and I suspect even a few that have never been brought up! That’s cool – I like ClickUp’s style. They’re a team after my own heart.

And no doubt as we look to the future, ClickUp will be integrating more space-age technology to wow us and make productivity even more of a walk in the park.

If you’d like to learn more about ClickUp 3.0 and how it can help you manage and organize your project or business and be more efficient, click here to explore further.

ClickUp Dashboards – Do You Need it?

ClickUp Dashboards – Do You Need it?

One of the challenges of the modern entrepreneur, project manager, or really anyone who’s trying to gain a better understanding of their company’s overall productivity is tracking, gathering, managing, and monitoring relevant data.

Besides being one of the most versatile productivity tools available, ClickUp is continually adding great new features, striving to be ever better as your hybrid Asana / Notion / Trello solution. And one of the latest exciting features is ClickUp Dashboards.

What are Dashboards in ClickUp? Let’s explore.

What are ClickUp Dashboards?

Data visualization

Emails, status updates, notifications… this is the domain of the modern worker. It’s nearly impossible to get away from the noise telling you things you already know about what’s going on with your department’s projects.

Let’s say it like it is – as useful as it might be to keep tabs on how the projects are progressing… unless you have the time and the means to gather, organize, and visualize the data in meaningful ways, you’re up a creek without a paddle.

ClickUp Dashboards work double duty as a task manager and a reporting tool, visualizing relevant data and supplying you with valuable takeaways you can apply to manage your projects and productivity.

Further, you can use the data to identify and address bottlenecks, edit tasks and workloads, add needed notes, and cover other essential functions.

Oh, and did I mention that Dashboards are customizable? Yes, you can set up Dashboards to match your exact needs.

That means even if you’re a solopreneur, a small team, a school, a financial professional, or another, there is a way to make ClickUp Dashboards work for you. It’s not just for big teams – it can be for individuals too.

What Types of Dashboards Can You Create?

This is probably one of the greatest things about ClickUp Dashboards – it’s highly customizable!

The following are just some of the many categories you can cover with Dashboards:

  • Customer service or customer support. Monitor support tickets, track response or resolution time, set goals, and more.
  • Software development. Set up team wikis and knowledgebases, keep tabs on relevant discussions, track Key Performance Indicators (KPIs), and more.
  • Event planning. Set up a calendar, track event tasks, set deadlines, and more.
  • Education and class management. Plan the semester, add a course syllabus, set weekly targets, and more.
  • Finance. Keep an eye on trends, measure revenue by department, embed Excel spreadsheets, and more.
  • Healthcare. Monitor patients admitted, maintain an up-to-date staff availability calendar, measure average waiting time, and more.
  • Marketing. Track clicks and impressions, measure email Return on Investment (ROI), set up a list of project tasks, and more.
  • Personal. Create a daily planner and personal Customer Relationship Management (CRM) solution for yourself. Add to-dos, set personal goals, embed your calendar, and more.

You get the idea. ClickUp Dashboards are applicable across a wide range of uses – product development, Quality Assurance (QA), remote teams, sales department, and so on.

Ready to try ClickUp? There is no risk involved. You can try their Free Forever plan or check out their premium plans that will scale with your company. Simply click on the link to get started NOW.

What Types of Widgets Are There?

Progress tracking

Widgets are what you’ll be using to set up your custom ClickUp Dashboard. There are many widgets, and I can’t cover all of them here, but I will be looking at some of the more popular options.

Let’s look at five widget types that are sure to get a lot of use:

  • Time tracking widgets. The perfect tool for monitoring overall productivity. Explore which projects are taking up the most time. Or find out if your teams are overcapacity.
  • Status widgets. Use status widgets to track the number of tasks in progress, tasks completed, time spent across multiple tasks, and so on.
  • Custom widgets. Set up line charts, pie charts, portfolios, text blocks, chat, and more.
  • Goals widgets. Track the progress of specific projects in real-time.
  • Embed widgets. Add essential content from outside ClickUp – Google Docs, YouTube videos, tweets, and more.

How do I Ensure I Set Up My Dashboard Correctly?

Whether you’re new to ClickUp or have never used Dashboards before, it can sometimes be hard to know how to get started.

There aren’t too many things you need to be thinking about as you define your data story, but if you take advantage of the following tips, you should have an easier time getting it right.

Determine Who Your Dashboard is for

Is your Dashboard for you? For your partners? Your collaborators? Your team? Knowing your audience will help you determine how to make effective use of your Dashboard.

In addition to your audience, take some time to understand the problem and the story you need to tell using data.

Identify the KPIs that Matter to You or Your Organization

What do you want to track? Having gotten clear on who will be using the Dashboard, you should have a good idea of what KPIs matter. If not, spend some time determining this. When it comes to measurement, specific is always better.

When it comes to measurement, specific is always better. Share on X

Find the Right Widgets for the Job

There are different widgets suited to different purposes. Find the right ones for the job. For example, if you need to calculate the number of tasks in progress for a specific KPI, take advantage of the Calculation widget.

Customize the Dashboard Layout

The goal of any layout is to communicate key insights in a clear and efficient manner. You may not be able to figure this out on the first go around, but if you commit to iteration (also see next point), you should be able to nail down your formula.

Gather Feedback

What does your audience think of your Dashboard? Is it working for them?

Ask for feedback ongoingly and iterate as necessary. If you keep reading up on best practices and listen to feedback, you will nail a winning formula in short order.

Setting Up a Dashboard

The great news about setting up a new Dashboard inside ClickUp is the fact that there are several templates to choose from. You don’t need to reinvent the wheel if you don’t want to!

There are only three types of Dashboard templates by default, but we imagine ClickUp plans to add more. They are as follows:

  • Simple Dashboard
  • Reporting Dashboard
  • Time Tracking Dashboard

ClickUp Dashboards templates

I set up a Simple Dashboard and ClickUp populated the following:

  • A welcome message
  • Chat widget
  • Docs, Files & Links
  • Task List

While this is not the exact setup I would use for personal productivity or event management (two things that are very close to home), I found that the Dashboard was very easy to customize.

New cards are also easy to add and configure, and there are plenty to choose from.

Add card

The Verdict

I’m a big fan of any tool that makes life easier, and sometimes an easily customizable and configurable dashboard is exactly that. I sense a lot of potential in ClickUp Dashboards, and for me, it would mostly be a matter of gathering the right information and having a good sense of how it would complement my workflow to boost efficiency.

For any individual or company thinking about using ClickUp Dashboards, I think the same thing would apply.

Is ClickUp already a part of your ecosystem? If so, is adoption strong? And if adoption is solid, do you have specific KPIs to track? If you have KPIs to track, would they benefit from visualization? And if so, would a Dashboard solution work? And would you and your team check in on the dashboard regularly?

All these questions would be pertinent for anyone thinking about taking advantage of this decidedly cool functionality.

While I cannot say that Dashboards is at a “must-have” level for me yet, that could certainly change as I continue to experiment and explore the possibilities, which are admittedly many.

Have you given ClickUp a try yet? If not, and you’re interested in improving your productivity, you’ve got nothing to lose and everything to gain! ClickUp offers a convenient Free Forever plan for those who want to try it out, and they also have Unlimited, Business, and Enterprise plans for those who know what they need. Get started now.