Dashboards

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

• Overview
• Important Information
• Navigate the Dashboard View
• Custom Dashboards
• Pre-built Widgets
• Create, Delete, and Duplicate Dashboards
• Add and Remove Widgets from a Dashboard
• Share a Dashboard
• Create a Task from the Dashboard View
• Arrange Widgets on the Dashboard View

Overview

Create a Dashboard, and 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 20 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 are listed at the top of the view 1. Click a Dashboard’s name 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.2
• Click the “expand” icon 3 to the right of a widget’s name to open the widget in a task list view.
• There is a “Shared with” section in the upper right-hand corner which shows the profile images of the users that the Dashboard is shared with. 4

Custom Dashboards

You can build a widget for your Dashboard which shows tasks from a particular Folder or Project or from all Folders/Projects:

• Build a widget with tasks from the whole account: click the account name 1 from the left-hand Folder tree.
• Build a widget with tasks from a specific Folder or Project: select a Folder or Project 2 from the left-hand Folder tree.

Please note, the widget will only show tasks which are shared with you.

From there:

1. If you want to include tasks from descendant Folders and Projects: click the menu button 3 in the upper right-hand corner of the List View and select “Show subfolders”.
2. Choose how you would like to sort tasks 4: the order which you choose to sort tasks in, is the order that tasks will be sorted in on your widget.
3. Click the filters icon 5 which appears in the upper right-hand corner of the List View.
4. Check the boxes next to the filters which you would like to apply. You can click “Advanced Filters” to see additional filter options. The task list will change as you apply filters: only tasks that meet the criteria you select are displayed.
5. After applying the filters, click the Folder or Project’s menu button. 3
6. Hover over “Add to Dashboard” on the dropdown menu, and select the Dashboard where you would like to add your widget.
7. Name your widget and click “Add to Dashboard”.

Your custom widget is added to the Dashboard you select and it displays tasks which are shared with you and which meet the criteria you specified. Your custom widget is also available to add to other Dashboards.

Pre-built Widgets

Use Wrike’s eight pre-built widgets to monitor important tasks:

• My Overdue: shows all overdue tasks which are assigned to you and have an active status.
• Overdue by you: shows all overdue tasks which you created and have an active status, but which are not assigned to you.
• Conflicts Monitor: 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.
• To do today/this week: shows all active tasks assigned to you and whose scheduled start or due date is 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 backlog: shows backlogged tasks which are assigned to you and which have an active status.
• Activity Stream: shows updates from the Stream tab. 
• Assigned to me: shows tasks which are assigned to you and which have an active status.
• Favorite Tasks: shows tasks where you’ve added a comment, been @mentioned, or which you’ve followed by clicking the task’s follow button.
• My Pending Reviews: for accounts with Proofing and Approvals. Shows tasks where you've been assigned as a reviewer and haven't given your input yet.

Create, Delete, and Duplicate Dashboards

Create a Dashboard

1. Select the Dashboard tab from the top of the Workspace.
2. Click the “+” icon 1 that appears to the right of the names of your existing Dashboards.
3. Type a name for your new Dashboard.
4. Press “Enter” on your keyboard.

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

Delete a Dashboard

1. Select the Dashboard tab from the top of the Workspace.
2. Hover over the name of the Dashboard you would like to delete.
3. Click the gear icon 1 that appears to the right of the Dashboard’s name.
4. Select “Delete dashboard” from the dropdown list. 2

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 Dashboard tab from the top of the Workspace.
2. Hover over the name of the Dashboard you would like to duplicate.
3. Click the gear icon 1 which appears to the right of the Dashboard’s name.
4. Select “Duplicate dashboard” 2 from the dropdown menu which appears.

A duplicate of the Dashboard is created.

Add and Remove Widgets from a Dashboard

Add Widgets to a Dashboard

1. Select the Dashboard tab from the top of the Workspace.
2. Hover over the name of the Dashboard you would like to add a widget to.
3. Click the gear icon that appears to the right of the Dashboard’s name.
4. Select the widgets which you would like to add to the Dashboard (you may select more than one).

Remove Widgets from a Dashboard

1. Select the Dashboard tab from the top of the Workspace.
2. Hover over the name of a Dashboard.
3. Click the gear icon which appears to the right of the Dashboard’s name.
4. Uncheck the boxes to the left of the names of the widgets which you would like to remove.

Share a Dashboard

You can share Dashboards with Regular and External 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 appears on your teammates’ Dashboard tabs, but your teammates are only able to see tasks which are shared with them.
• The user or users you share the Dashboard with will see a share icon  to the left of the Dashboard’s name.

Share a Dashboard

1. Click the Dashboard tab.
2. Select the Dashboard you would like to share.
3. Click the “+” button 1 that appears in the upper right-hand corner of the view (to the right of the profile images of the users the Dashboard is currently shared with).
4. A dropdown menu appears where you can 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 Dashboard tab from the top of the Workspace.
2. Select the Dashboard which you would like to unshare.
3. In the upper right-hand corner of the view, you will see the profile images of the users who the Dashboard is currently shared with. 1
4. Hover over the image of the user you would like to stop sharing the Dashboard with.
5. Click the “x” 2 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 Dashboard tab from the top of the Workspace.
2. Hover over the name of the Dashboard which you would like to remove from your Workspace.
3. Click the gear icon to the right of the Dashboard’s name.
4. Select “Unshare” from the dropdown list which appears.

You will no longer be able to see the Dashboard on your Workspace.

Create a Task from the Dashboard View

1. From the Dashboard View, click the “+” icon 1 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.

Arrange Widgets on a Dashboard

1. Select the Dashboard tab from the top of the Workspace.
2. Select a Dashboard.
3. Hover over the name of the widget you would like to move, and drag the widget to the appropriate location.
4. Let go of your mouse when the widget is in the correct place.