Using Dashboards to Manage Meetings
I am a project manager, and that means I moderate and attend a lot of meetings. I've posted previously about how I created a custom item type to take my meeting notes. This post will show how I use dashboards to manage those meetings.
I have three tabs to my dashboard.
The Main tab shows me my upcoming meetings, with today's meetings at the top. The Tasks tab shows me all of the tasks I've created during meetings, alongside any open tasks in the main project. Lastly I have a tab for all of my archived (completed) notes.
The rest of the details are shared below!
Main Details
- Data Source: This can be a space, folder, or the individual projects you are in charge of.
- Reporting on: This is set to my Meetings & Notes custom item type.
- Break by: Other> Start Date> Timeline
- Filter: Status> New Meeting; Meeting Agenda; Created Upfront
Task Details
- Data Source: This can be a space, folder, or the individual projects you are in charge of.
- Reporting on: This is set to Task.
- Break by: Other> Location
- Filter: Item type> Task
Archived Details
- Data Source: This can be a space, folder, or the individual projects you are in charge of.
- Reporting on: This is set to my Meetings & Notes custom item type.
- Filter: Status Group> Completed
Interesting using of dashboard Therese Forsyth
Hi Therese Forsyth 👋
As Pietro Poli mentioned, this is indeed an interesting use of Dashboards! Thanks for taking the time to create this detailed post and sharing it with our Community 🙂
Rohan V Community Team at Wrike Wrike Product Manager Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen
Rohan V Wrike Team member Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen
Hi Therese Forsyth This looks very interesting! I already planned to do meeting notes in Wrike, I can see this dashboard being even more helpful. Thank you!
We are currently exploring meetings in Wrike, but we find that time is an important factor for us. I have installed the developing 'date includes time' for my tasks which might do the job, but how do you manage organising your meetings by time in Wrike?