Creating Dashboard Widgets from Templates
Table 108. Availability
All users except for collaborators can create widgets on dashboards that they have access to unless their access role restricts it.
Widget templates allow you to create an up-to-date and easy-to-view source simply. If you need to build a custom widget for your dashboard, you can learn how to do so here.
Widget templates include (but aren't limited to):
Tasks by status
To do today/this week
My overdue tasks
You must have a full or editor access role to a dashboard to create widgets there.
Navigate to the dashboard where you want to create a widget.
Click + New Widget in the top banner.
Select one of the available templates from the widget gallery.
Click Add to Dashboard or Configure.
Configure applies to Projects, Files, Active Tasks by Assignee, and Tasks by Status widgets. They require additional details: source folders, projects, or spaces, and sorting and filtering options.
Apply any filters you want if available in this widget.
The widget is added to your dashboard. You can customize the view or edit its settings.
Shows all projects within the selected folders, projects, or spaces that meet specified criteria.
Active Tasks by Assignee
Shows all active tasks and task-based custom items assigned to a user or to members of a user group and within the selected folders, projects, or spaces. Do not select a folder, project, or space to build a widget with tasks from the whole account.
Tasks by Status
Shows all tasks and task-based custom items with a selected status within the specified folders, projects, or spaces. Do not select a folder, project, or space to build a widget with tasks from the whole account.
Shows all tasks and task-based custom items that you've marked with a star icon. These are the same tasks that appear in the Starred section in Inbox.
Tasks Assigned to Me
Shows all tasks and task-based custom items assigned to you with an active status.
To Do Today/This Week
Shows all active tasks and task-based custom items assigned to you that have a scheduled start or due date for today or this week, or where today or this week’s dates fall between the task’s scheduled start and due dates. This widget does not show overdue tasks.
My Overdue Tasks
Shows all overdue tasks and task-based custom items assigned to you with an active status.
Overdue Tasks I Created
Shows all overdue tasks and task-based custom items that you created and have an active status but aren’t assigned to you.
Tasks I Follow
Shows all tasks and task-based custom items where you’ve added a comment or been @mentioned, or that you’ve followed by clicking the task’s follow button.
My Pending Reviews
Available on accounts with Wrike for Marketers plan or with the Wrike Proof add-on enabled. Shows all tasks and task-based custom items where you've been assigned as a reviewer and haven't given your decision yet.
Shows backlogged tasks and task-based custom items assigned to you with an active status.
Shows dependency related conflicts. For example, when a task is linked to a milestone task with a finish to start dependency, and the task is scheduled to finish after the milestone.
Shows updates from the Stream tab.
Shows files attached to any item or subitem (tasks, projects, custom items, or folders) within the specified folders, projects, or spaces.
Available sorting options: upload date, file name, task or project title, file size, file owner (i.e., the name of the person who uploaded the file).
View file details in the List view: Expand a file widget to see file size, upload date, and the name of the person who uploaded it.
Switch between List and Grid view:
Hover over a file widget on a dashboard.
Select Show as grid.
Grid view in the Files dashboard widget is available on accounts with the Wrike Proof add-on or Wrike for Marketers plan.