All articles

Project Item View

Last updated on

Wrike Documentation Team

Wrike Documentation Team

TL;DR

The project item view provides quick access to a project's details and actions in one place. From here, you can update project information, manage owners, approvals, attachments, sharing, workflows, billing, and other project settings without leaving the current view.

Table 7. Availability - Legacy plans

Free Professional Business Enterprise
Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ;

Table 8. Availability

Free Team Business Pinnacle Apex
Availability: Free, Team, Business, Pinnacle, Apex. ; Unavailability: ;

Overview

All users can view project item view, and all users except Collaborators, Contributors, and Viewers can use them to edit projects.

Project item views are a quick way to access relevant information about projects, edit them, and add information or files.

How to Open the Project Item View

  1. From the Home page, navigate to the space that contains the relevant project.
  2. Select a project from the workspace’s left-hand navigation panel 1.
  3. Click on the info button 2 next to the project’s title to open the project’s item view 3.
Info_panel_project_1.png

How to Navigate the Project Item View

From the project item view you can:

ProjectInfo_Itemview.png
  • Rename a project 1.
  • Tag a project in additional locations 2.
  • View and edit the project status 3.
  • Add project owners 4.
  • View and edit the start and due dates 5.
  • Access a project’s permalink 6.
  • View and change how to calculate project progress 7.
  • View and Calculate the time spent on project 8.
  • Attach files directly to project 9.
  • Create approvals 10.
  • Add information to the project's description field 11.
  • Add a comment directly to project 12.

By Using the three-dot button in the top-right corner of the item view you can:

Info_panel_project_2.png
  • Expand the project item view to full screen or open it in new tab 1.
  • Duplicate and save the project as a blueprint 2.
  • View and edit who the project is shared with 3.
  • View and edit who follows the project 4.
  • Print the item view or update through email 5.
  • Delete the project 6.
  • Change the project’s item type 7.
  • Change the project's default workflow 8.
  • Switch the project to billable or non-billable 9 (if using Pinnacle or the legacy Wrike for Professional Services and Wrike Resource).

What's Next?

Top

Related articles