Enhanced Budget Tracking Fields and Dashboard View Options
Alexa Easterly
Hi ClickUp team,
Our team uses ClickUp to manage marketing campaigns, and it’s been an incredible tool for organization and tracking. Two features that would greatly enhance our workflow are:
- Budget Breakout Field Type
- A dedicated budget field that allows users to enter a total budget, then expand it to add monthly or custom period breakouts, and collapse it to keep the task view clean.
- This would make it easier to toggle between high-level totals and detailed allocations without using multiple fields.
- Dashboard Tab Enhancements
- The ability to add multiple tabs or sheets within one dashboard, letting users toggle between different timeframes or views (e.g., “January,” “Q1,” “Forecast”) without creating separate dashboards.
These updates would make ClickUp even more powerful for teams tracking budgets and forecasts, reducing used fields while improving visibility and flexibility.
Thanks for considering this!
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