Auto-Update Dashboards for New Lists
Scott Hepburn
When creating a dashboard, some dashboard types require you to specify which List(s) will be used to populate the data in the dashboard. But if new lists are created after the dashboard is created, you have to remember to update all of your dashboards to include tasks on the new lists. It's easy to forget and a cumbersome, slow process if you DO remember.
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David Concannon
I wonder how many people get caught out with this as they don't realise it doesn't update in the background?
Timeline to look at this @clickup?
Sigurd Seteklev
David Concannon: This happens even if you select the folder or space, David?
B
Brittany Grunzinger
^^^^ THIS IS VERY MUCH NEEDED
For visibility into our team's use case:
Our team utilizes Dashboards to help manage specific tasks across various Spaces and Folders. For example, our Dev team uses a Dev dashboard to see all dev-related tasks across our organization in one place. This helps the dev team focus on the work to do without having to hunt tasks down in individual lists. It also gives our entire team visibility into the total number of dev tasks we have moving at one time, allowing us to support one another where needed.
Overall, the dashboard is great. However, we have an issue with new lists not appearing in the dashboard. Despite a folder being selected to be included in the dashboard, it only includes existing lists (per Scott's comment in July 2020). However, if a new list is added to a folder, the list is not automatically included in the dashboard which means we are required to manually add the new lists to the dashboard's locations in order for the tasks to appear in the dashboard.
It would be great if there was a feature that allowed us to enable some sort of auto-inclusion for new lists to appear in dashboards if their folders are selected. Our team would much rather have to manually remove a list from a dashboard than have to add a new one every time.
Sigurd Seteklev
Brittany Grunzinger: I think this is a bug. When I select a folder or space (like in the attached image) it is automatically added.
Brehon Parker let's follow up this as a bug.
Chris
This does remain an issue as described by the Original Poster (Scott) 5 years ago in 2020.
Sigurd Seteklev
Chris: Thank you for your comment. We're looking into what we can do here. Improving the overall dashboard experience is on the roadmap.
Sigurd Seteklev
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JMartinez
Perhaps in the current project portfolio card, it would be as simple as adding a switch to choose whether we want projects to be added to the portfolio manually or automatically. In any case, many of my clients complain that having to add projects manually is a problem.
Sigurd Seteklev
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Kiva Reinbold
This is still a critical issue for my team and I'm surprised this post doesn't have more votes. Every time we create a new list, multiple dashboard cards have to be manually updated. I haven't discovered a workaround, but would love to hear it if someone has. ClickUp, please add this to your roadmap!
A
Abhishek M
Would like the feature to add a datasource to the whole dashboard so we don't have to individually update every single card on the dashboard.
Ben Porter
Yes, we need more options for selecting the data source. Currently it's just selecting a static set of lists (even if you pick a folder or space, it actually just picks the lists CURRENTLY in those locations)
What we need is the ability to:
A) Choose a folder or space, which would then include any lists in that location now or in the future.
B) Choose a "this and all child locations" for dashboards as a view (e.g. a dashboard as a view in a folder). This would then dynamically update if you move the dashboard to a different location.
Grainne Arif
We need this feature please. On more than one occasion we've missed discussing some tasks in meetings because it doesn't automatically include the new 'List'. If you include a Space in a dashboard I'd expect it to automatically include any new lists added to that Space.
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