Dashboards

Regular and External Users on all paid accounts can use Dashboards.

• Overview
• Important Information
• Navigate the Dashboard View
• Create, Delete, and Duplicate Dashboards
• Rearrange Dashboards
• Share a Dashboard
• Create a Task from a Dashboard
• More Resources

Overview

Create a Dashboard, and then add widgets to it, to help you manage and monitor your tasks. Each widget shows tasks which meet specified criteria, you can use Wrike’s pre-built widgets or build Custom Widgets to see tasks which match the filters you apply.

Important Information

• Users on Professional accounts can have up to 10 Dashboards, users on Business accounts can have up to 15, and users on Enterprise accounts can have up to 100 Dashboards.
• If you share a Dashboard with someone, they must have access to the Folder the widgets are based on. If they don't have access to those Folders, then they won't see tasks on the widget (even if the individual tasks are shared with them).
• The person who creates a Dashboard is the only user who can share it.

Navigate the Dashboard View

Click the Dashboard tab at the top of the Workspace to: view, create, and share your Dashboards. On the Dashboard tab:

• Dashboard names appear in the upper left-hand corner. Click the current Dashboard’s name and select a different Dashboard from the list to view that Dashboard’s widgets.
• Each widget appears as an individual panel, the widget’s name is listed at the top of its panel.
• To open a widget in the List View: hover over its name, click the menu button in the upper right-hand corner and select "Open in List View".
• The “Shared with” section in the upper right-hand corner shows the profile images of users whom the Dashboard is shared with.
  

Create, Delete, and Duplicate Dashboards

Create a Dashboard

1. Select the Dashboards tab (at the top of the Workspace).
2. Click the Dashboard's name (in the upper left-hand corner).
3. Select "+ New Dashboard".
4. Enter a name for your new Dashboard.
5. Press “Enter” on your keyboard.
   

Your Dashboard is created and you can begin adding widgets to it.

Delete a Dashboard

1. Select the Dashboards tab (at the top of the Workspace).
2. Open the Dashboard you want to delete: click the current Dashboard's name in the upper left-hand corner and select a Dashboard from the list.
3. Click the menu button that appears in the upper right-hand corner.
4. Select “Delete” from the menu.

Your Dashboard is deleted and if it is a shared Dashboard (which you created) it will also be deleted from the Workspaces of the users who it was shared with.

Duplicate a Dashboard

1. Select the Dashboards tab (at the top of the Workspace).
2. Open the Dashboard you want to duplicate: click the current Dashboard's name in the upper left-hand corner and select a Dashboard from the list.
3. Click the menu button which appears in the upper right-hand corner.
4. Select “Duplicate” from the menu.

A duplicate of the Dashboard is created.

Rearrange Dashboards

1. Select the Dashboards tab from the top of the Workspace.
2. Click the current Dashboard's name in the upper left-hand corner.
3. Hover over the name of the Dashboard you want to move.
4. Click and hold the  icon on the right.
5. Drag the title to the appropriate location.
6. Let go of your mouse when the title is in the correct place.

Share a Dashboard

Regular Users can share Dashboards with External and Regular Users. 

Share Dashboards with your teammates so that you can all keep track of and monitor important information. When you share a Dashboard:

• Your Dashboard becomes available to your teammates, but they are only able to see tasks which are shared with them.
• The person you shared the Dashboard with receives an Inbox notification telling them a Dashboard has been shared with them. 
• The Folder/Project the widgets are based on must be shared with the people who you're sharing the Dashboard with.
• The people who the Dashboard is shared with are displayed in the Dashboard's upper right-hand corner.

Share a Dashboard

1. Click the Dashboards tab.
2. Select the Dashboard you would like to share: click the current Dashboard's name in the upper left-hand corner and select a Dashboard from the list.
3. Click the “+” icon that appears in the view's upper right-hand corner.
4. Select the name of the user you would like to share the Dashboard with, or if you don't see their name, begin typing their name and then select them from the dropdown list when they appear.

Stop Sharing a Dashboard

1. Select the Dashboards tab from the top of the Workspace.
2. Select the Dashboard which you would like to unshare: click the current Dashboard's name in the upper left-hand corner and select a Dashboard from the list.
3. The profile images of the users who the Dashboard is currently shared with appear in the view's upper right-hand corner.
4. Hover over the image of the user you would like to stop sharing the Dashboard with.
5. Click the “x” that appears in the upper right-hand corner of the user’s profile image.

The Dashboard is automatically removed from the Workspace of the user who you stopped sharing it with.

Remove a Shared Dashboard

You are unable to delete a Dashboard which has been shared with you, but you can remove it from your Workspace.

1. Select the Dashboards tab from the top of the Workspace.
2. Select the Dashboard which you would like to unshare from yourself: click the current Dashboard's name in the upper left-hand corner and select a Dashboard from the list.
3. Click the menu button in the upper right-hand corner.
4. Select “Unshare with me” from the list.

You will no longer be able to see the Dashboard in the list of Dashboards.

Create a Task from a Dashboard

1. From the Dashboard View, click the “+” icon that appears in the Workspace's upper left-hand corner.
2. Enter a task title in the pop-up Task View window which appears.
3. Add any additional task details.

More Resources

Join Ask the Expert sessions to learn and, more importantly, ask questions. If you're thinking about Dashboards these sessions may be helpful for you: 

• Monitoring Your Work
• Optimizing Your Workflow