[Duplicate] Task Sort Order: By Folder, Project, or even Space
Note: Please vote and share feedback in this thread
When jumping on board with Wrike, it wasn't immediately clear that tasks would need to be ordered in a way that seems unavailable. Though there are many sorting options within the widget setup (or My To-Do's, for that matter), it seems to me that a very obvious omission was the ability to sort in a very logical folder-driven way. Since Wrike seems to push the ability to organize all work and tasks by both Spaces and Folders, you'd think that dynamically sorting them within dashboards would be an obvious feature.
Very basic tools like Basecamp offer that kind of organization of tasks/to-do's by default, so I'm not sure why it's not already an option on Wrike. We have employees in our organization that may have 20 or 30 different tasks to be addressed on any given day/week within separate projects/folders, so this kind of simple organization seems like a big miss to us — and unfortunately was only uncovered once we really started to migrate a ton of data into Wrike.
Some of my team wanted this as well (they transitioned from Basecamp) so they're using Reports to view their To Do list in this format, setting the Parent Folder as the "Group By".
Thanks Meredith — I tried that out and yeah, it works – similar to how we do full team resourcing now. Not the greatest to review throughout the day though.
It's unfortunate that it's not within the view of Dashboards already — since that's such a useful tool based around viewing tasks, this sorting state seems almost too obvious. We've created separate dashboards that are client/space-based to help drive down a bit better, but the tasks still need to be shown in project/folder order. It's really disappointing.
Attaching a screenshot from Basecamp, just to show how simple this should be. Again, the organization is already there (and constantly recommended by Wrike), so why not have it carry through to dashboards?
Hey guys! I really like this idea, thanks a lot for sharing it! 🙂
I've passed your feedback to our team now, and I'll let you know when I hear from them.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Just following up on this as I've seen another drawback to the lack of project-centric viewing — no folder information has been integrated.
When using dashboards (which is my creative team's main way of assessing their upcoming tasks), not only are the tasks not organized by the projects that they reside in, but the use of folder organization is completely ignored.
In other words, Wrike suggests that we use your building blocks of Spaces > Projects > Folders > tasks, but when we try to extract meaning from that organization, we're left with a long list that has no meaning in larger quantities. It's hard to be a champion of the system when this kind of thing is only uncovered once we're neck deep in implementation and actively working in it.
I'm attaching a quick mockup of a conceptual project-centric hierarchical view so we're using all of the organization that we've strived to nail down—and can actually make it useful to our employees. Ideally this would be viewable by a chosen parent — shown here as Project, but by Space as well. As you can see, in this example we're also making use of Folder Names so the actual organizational aspects of our work is being represented with scannable information.
Just to keep this thread alive, here is another point of documentation from Asana and how a project-based view across ALL of my tasks is a well-planned integration of their platform. They have many other drawbacks that Wrike has features for (hence why we went with Wrike) but this is such a critical way of having our agency view work across their various projects at one time.
This should be developed and implemented immediately in the "My To-Dos" view of Wrike, at a bare minimum. It's been upvoted across various threads at least 103 times and has been documented as a request since 2017.
https://help.wrike.com/hc/en-us/community/posts/115002313449-Sort-Tasks-by-Folder-and-Project
Lisa Just touching base here to make sure this is still a point of discussion. Especially in regard to the combined upvotes referenced above and at the following thread https://help.wrike.com/hc/en-us/community/posts/115002313449-Sort-Tasks-by-Folder-and-Project
With at least 103 upvotes across threads for the same basic functionality — sorting by project — this should be given a dev status. I've heard nothing from Wrike, and it's disconcerting.
Hi Ed Adams, you can see that we have added a status to this suggestion in relation to the comment on this thread. We have added the "Not Planned" status here along with a "Duplicate" status, so that other Community Members will be able to find both threads easily. If you have any other questions, please feel free to reach out.
Another vote for this functionality! It is a huge miss for me that I cannot build a widget in a Dashboard that organizes by folder. It doesn't really help to show the folder name in the task if I cannot organize it by that information as well.
Hi Sarah Melanson-Spevak, thank you for this feedback! It's been passed on to the Product team.
This is marked as a duplicate, but it's unclear which post it's a duplicate of. Also, to Ed's point, how are votes for duplicate posts tallied? Duplication is not covered in the forum guide either: https://help.wrike.com/hc/en-us/community/posts/360014354593--Read-Me-Product-Feedback-forum-Guidelines-and-Statuses
Ed already worked to round up the similar posts (thank you!) and our team also supports this dashboard functionality and something similar. I know the ability to group by "Project or Folder" already exists, we just want to be sort by just "Project" and specifically NOT folders. Folders are used in many different ways, and all we really want to see is which project something relates to. Is this considered something new or related? I don't want to create yet another post that disperses votes in your threshold system.
Thank you for flagging this Justin Fuller! I've now added a note to vote in the other thread where there are more votes. We'll also take your feedback on board in relation to mentioning duplicates in our documentation.
Our team is currently working on the feature in the New Table view that will allow grouping by location. Would that be helpful?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover