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Course Outline
Introduction to ClickUp Dashboards
- Overview of ClickUp's reporting and analytics capabilities
- Understanding dashboard widgets and data visualization options
- Navigating ClickUp’s dashboard interface
Creating Custom Dashboards
- Building dashboards from scratch
- Customizing layouts for different use cases
- Using filters and views to tailor data presentation
Advanced Reporting and Data Analysis
- Setting up custom reports for project tracking
- Utilizing time tracking and workload reports
- Leveraging formula fields and calculated metrics
Automating Reporting Processes
- Using ClickUp Automations for real-time reporting updates
- Scheduling reports and notifications
- Best practices for reducing manual reporting efforts
Integrating External Data Sources
- Connecting ClickUp with third-party analytics tools
- Importing and exporting data for deeper insights
- Using API integrations for advanced data visualization
Optimizing Dashboards for Collaboration
- Sharing dashboards with teams and stakeholders
- Setting permissions and access controls
- Embedding dashboards in team workflows
Best Practices and Performance Optimization
- Avoiding common reporting pitfalls
- Optimizing dashboards for speed and efficiency
- Ensuring data accuracy and consistency
Summary and Next Steps
Requirements
- Basic understanding of ClickUp's interface and features
- Experience with project management or data analysis
- Familiarity with creating basic reports or dashboards in any tool
Audience
- Data analysts
- Project managers
- Executives
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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