All articles

Using Files View

Last updated on

Wrike Documentation Team

Wrike Documentation Team

TL;DR

Files view lets you browse files in a list or grid, sort them, filter them, and open the task, folder, or project where a file is stored. Open Files view in a folder, project, or space to adjust the layout, apply filters, or jump to the file’s location.

Table 3. Availability - Legacy plans

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

Table 4. Availability

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

Overview

Files view is available for regular users on Professional accounts and up.

Note

On Legacy Enterprise , Pinnacle, and Apex accounts, the types of users who can use this functionality may vary due to user type settings.

List vs. Grid Layout in Files View

Switch between a standard list or grid-style layout by clicking on the file option 1 and choose between List, Small, Medium, or Large grid.

  • List 2: View items in a list format. Use this view to display more on the screen and when file title and data are most important.
  • Grid 3: View file thumbnails in a grid layout. Use this view when you need to see a small version of the file and file data is less important. Adjust the size of the grid to see larger images or more files at once.
Files_grid.png

Change Sorting in Files View

  1. Open a folder, project, or space in Files view 1.
  2. Click the current sorting option 2 to the right of filtering options.
  3. Choose the sorting option you want to apply from the drop-down list 3.
Sorting_files.png

The available sorting options are:

  • Upload date
  • File name (sorted alphanumerically)
  • Task or project name
  • Size
  • File owner

Filter in Files View

You can apply filters to see only specific files in Files view.

  1. Open a folder, project, or space in Files view 1.
  2. Click the Filters 2 button in the toolbar.
  3. The filter panel opens on the left 3, where you can choose the fields you want to filter by.
Files_view_new_filters.png

Available filters

By file properties

  • File uploaded by
  • File uploaded date
  • File type
  • File guest review
  • File active approvals
  • File finished approvals

By task properties

  • Task status
  • Task assignee
  • Task due date
  • Task author
  • Task custom fields

Save Filters as the Default in Files View

To save filters as the default for this view:

  1. Apply the filters you want to use.
  2. Click the three-dot menu 1 next to the view name.

  3. Select Set filters as default 2.

    Files_Filter.png

The saved filters apply whenever anyone with access opens the view.

Open the Location Where a File is Stored

You can open the location where a file is stored directly from Files view.

  1. Open a folder, project, or space in Files view 1.
  2. Right-click a file.
  3. Click Open parent task or Open parent folder/project 2.
Open_files.png

What's Next?

Was this article helpful?

Top

Related articles