How to Embed Databox Dashboards in ClickUp: A Step-by-Step Guide

Imagine having all your critical business metrics and project data seamlessly integrated within your favorite project management tool. For ClickUp users, this vision becomes a reality with the embedding of Databox dashboards. No more toggling between multiple platforms or juggling tools — embedding a Databox dashboard into ClickUp centralizes your insights, empowering you to make informed decisions without missing a beat.

But how exactly does this work, and what steps are involved in setting it up? Our step-by-step guide will walk you through the entire process. Discover how merging ClickUp’s robust project management features with Databox’s powerful data visualization can transform the way you manage projects while having a strong overview of your performance. This will help you achieve your business goals easier. Lets dive in!

Step 1: Selecting or Creating a Dashboard In Databox

Start by logging into your Databox account. You have the option to either choose from a wide range of pre-built templates available in the Databox template library or create a custom dashboard from scratch. The pre-made templates are fully customizable, allowing you to tailor them to your specific needs.

Step 2: Embedding the Dashboard into Clickup Dashboards

Once you have selected or created the dashboard in Databox that suits your needs, it’s time to prepare it for embedding into ClickUp. To do this, click on the “Share” button located on your dashboard. This will open the sharing settings for integration with other applications.

Under the “SHAREABLE LINK” tab, enable the “Enable Public Link” option. This will generate a unique URL for your dashboard. Copy this link as you will need it for the next steps.

Step 3: Accessing ClickUp and Navigating to Dashboards

Open your ClickUp application. If you don’t have any dashboards created yet, ClickUp will prompt you to the “Choose a Dashboard” screen. If you already have dashboards set up, you can access them by selecting the “Dashboards” tab from the left navigation menu.

Step 4: Creating a Dashboard in ClickUp

To embed your Databox dashboard, you need to create a new dashboard or select an existing one to modify. Click on “Start from Scratch” to create a new dashboard. This will open a new pop-up window where you can configure your dashboard.

Step 5: Embedding the Databox Dashboard

In the pop-up window, navigate to the left-side menu and select “Embeds and Apps.” From the list of embed options, choose the “Custom Embed” widget. This will open a new window where you can paste the previously copied Databox link into the “Embed URL” field.

Step 6: Naming and Embeddeding the Dashboard

For better organization, you can give your embedded dashboard a name that reflects its content or purpose. Once done, click on “Add Card” to load the desired Databox dashboard into ClickUp.

Step 7: Customizing the Embedded Dashboard

If you wish to further customize the embedded dashboard, you need to enable the edit mode in ClickUp. This allows you to adjust the size and layout of the dashboard according to your preferences.

Conclusion: Centralizing Data inside ClickUp with Databox

Integrating Databox dashboards into ClickUp provides a seamless way to centralize all your data in one place, making project management more efficient and data-driven. With this setup, monitoring key performance indicators (KPIs) and making data-informed decisions whilst managing your project becomes easier and more accessible for your entire team.

By following this step-by-step guide, you can successfully embed your Databox dashboards into ClickUp and enjoy a more streamlined and organized workflow.