Customise Location Overview View in 3.0
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Valeriya Gosteva
It would be beneficial to customise the little blocks on the "Overview" view on the space level.
A lot of the time the default blocks don't make sense for the content of the workspace, so it would be great to customise the blocks like on the dashboards.
For me it would include: adding/removing, resizing, filtering the information presented.
I like the direction of the overview development in general, but at the moment and in the current state of this "Overview" I cannot see many use cases for any of the teams for our company.
Please see the screenshot for the details of the suggestion
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Hemant Kumar
Ben Porter Valeriya Gosteva Customized Location Overview - Beta enabled !!
All those who signed up for closed beta should have access now. Please play around with Location Overview ! Would love to get your feedback -
We'll be refreshing the Beta list 1-2 times every week - so please continue to sign up
Lily Chan
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Closing this now that the Location Overview are now customizable. https://help.clickup.com/hc/en-us/articles/15115821058071-Intro-to-Overviews
For additional requests, please create a new feature request or upvote an existing one.
If you run into any bugs, please file a report through Support.
Thank you!
Hemant Kumar
hey everyone ! Based on your feedback, we've taken the next step to make Overviews more useful. Now you can customize your overviews (Resize, Reorder) and add Dashboard cards. Also we are introducing a new card - Bookmark card - to help to pin/bookmark imp links (intrenal, external) on overviews for quick access!! We'll be starting the Beta from next week. Would love to get feedback from the community. Please sign up for early access !!
Here's a quick config of a Location overview for one of my engineering teams -
Valeriya Gosteva
Hemant Kumar great news, looking forward to trying it out!
Ben Porter
Hemant Kumar Can't wait to get access! We've been hoping for this ever since Overviews were announced!
Will the overview configuration be saved in templates? Currently Dashboards don't save to templates which limits their use.
Hemant Kumar
Ben Porter Valeriya Gosteva Customized Location Overview - Beta enabled !!
All those who signed up for closed beta should have access now. Please play around with Location Overview ! Would love to get your feedback -
We'll be refreshing the Beta list 1-2 times every week - so please continue to sign up
Ben Porter
Hemant Kumar Bug Report!
I'm getting a lot of issues saving folder templates now, especially any folder where I modify the Overview gives errors when I try to save as a template.
However, I can duplicate folders no problem and the modified Overview is copied successfully.
From my testing, there are a few scenarios. I can save a folder as a template if I:
- Create a New folder (no template), add a task to the folder but DON'T change the Overview.
- Create a New folder (no template) and make no changes at all.
I get the error in my screenshot if I do this before saving as a template:
- Create a folder from a template (even the unchanged template from scenario 2). Make no changes at all to the folder.
- Create a New folder (no template), and modify the Overview.
Based on this testing, it seems that modifying the Overview corrupts the folder somehow so that it cannot be saved as a template, AND that having the Overview beta installed causes any folders created from a template to have a pseudo-modified overview, even if it looks like the default.
New folders not created from a template are not affected, and it is possible to copy folders with modified Overviews.
Lily Chan
Hey everyone! We're exploring the ability to add prebuilt and custom Search Cards to Dashboards and Location Overviews, and would like your help informing what's important. Please take this 1-minute survey to share your feedback: https://click-up.typeform.com/to/E52R8DjL
Lily Chan
FYI for those interested in the results we've gotten so far from this survey, see the attached image.
Based on the verbatim comments, and feedback on the new user experience, we're also including some additional prebuilt cards that will meet the most common user needs. If you're interested in providing additional feedback on those, please share your feedback in this survey: https://click-up.typeform.com/to/ezv9lbAI
Thank you!
Lily Chan
Merged in a post:
Dashboard View in Space
A
Alissa Sundstedt
It would be nice to add a Dashboard to a Space. You can add a view at the top of the space called Dashboard and drop your dashboard right in the space.
Lily Chan
Hi Alissa Sundstedt - We are currently rolling out Dashboard as a View (first at List level, then to Folder and Space).
Or are you thinking about having Dashboards on the Overview of a Space?
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Alissa Sundstedt
Lily Chan a customizable dashboard as an overview for the space would be great! I love the idea of it being in the list and folder as well. That is huge!
Lily Chan
Alissa Sundstedt Awesome, please keep a look out for this Dashboard as a View canny: https://clickup.canny.io/feature-requests/p/dashboard-as-a-view
I'm going to merge this with the Location Overview canny.
Lily Chan
Merged in a post:
Add dashboards functions to folder overview
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Rob
The overview of a folder is limited an un-editable. Please either
1- Give the same dashboard customisations options to folder overview.
Or
2- Allow dashboards to be assigned to folder overview section
Curt Steinhorst
++++1 There's literally no more important feature for a team than having a customizable main page with all of the most important information. It ensures that no matter how much is happening, everyone can be accountable to knowing what's there.
Jake Kushner
Would love a way to add a rich text card for some welcome notes or links. Love how in Basecamp you can add links to other sites/systems that might be relevant for a project using their “doors” feature - see https://3.basecamp-help.com/article/667-doors
J
Jack Faulkner
+1 for this. I would like to customise my Overview page to show Time Tracked vs Time Estimated for each list in the folder