Creating Widgets
|
Availability: Legacy Professional, Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free.; |
|
Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free; |
All users on paid accounts except for Collaborators and Contributors have the ability to create widgets on dashboards.
Widget Customization: Dashboards empower you with tools to customize and refine your widgets. You can create tailored tables and charts, supported by a variety of table types, including pivot tables for in-depth analysis.
Diverse Widget Options: Customize your dashboard with a selection of widget types to meet your specific needs. Options include tables, indicators, donuts, column charts, stacked column charts, percentage stacked column charts, bar charts, stacked bar charts, percentage stacked bar charts, line graphs, tree maps, area charts, stacked areas, and percentage stacked areas.
Tip
Leverage the diverse widget types to visualize your data effectively, enhancing your analytical capabilities and decision-making process.
To generate your desired widget, follow these steps:
-
Navigate to the relevant space.
-
Locate the + button 1 adjacent to the tools in the sidebar and click on it.
-
From the menu that appears, select Dashboard 2 .
-
Upon selecting Dashboard, a window will appear, allowing you to create your initial widget.
-
In the data source section, click on the + button to add data sources. Remember, you can include multiple data sources to enhance your dashboard.
-
Choose the preferred widget and click on it to complete the process 3.
The "Add widget" button at each division line allows you to view your dashboard in the way that suits you best.. Now, you can effortlessly place widgets exactly where you want them.
To create a widget using + Add widget button:
-
Locate the division lines on the dashboard interface.
-
Identify the desired location for adding a widget.
-
Look for the newly introduced feature, denoted by a + Add widget button, positioned at each division line.
-
Click on the + Add widget button corresponding to the desired location.
-
A widget creation prompt will appear, enabling you to specify the type and content of the widget.
-
Customise the widget according to your preferences.
-
Confirm the creation of the widget.
-
The newly created widget will be placed directly at the specified location, eliminating the need for subsequent rearrangement.
Custom widgets can help when you wish to display complex information in a way that’s easy to understand and stays up-to-date. Please note that only tasks shared with you will show up in widgets.
-
Navigate to the dashboard where you want to add a widget.
-
Click + Widget 1 in the top-right corner.
-
In the pop-up window that opens, choose either + Custom Widget 2 at the bottom-left or select Custom widget 3 .
-
In the window that appears:
-
Enter the widget title 4 .
-
Select the type of chart as per your needs 5.
-
Select the data source 6 .
-
Check the Include tasks from subfolders 7 box if you want the widget to show tasks from subfolders and subprojects.
-
Choose the type of work item which you want to be showed from the dropdown menu under the Reporting on option 8 .
-
Click on the + Metric 9 button to choose the type of metrics.
-
Choose the break by and the group by option as per your needs 10.
-
Click on the Filters section 11 and apply the necessary filters. The preview window in the middle shows which tasks will appear on the widget based on current filters.
-
-
Click on the Create widget 12 button once you are satisfied with the settings.
-
Custom widget: Create your own widget from scratch.
-
My tasks: All active tasks that are assigned to me.
-
My tasks this week: List of tasks assigned to you and scheduled for today/this week, excluding overdue tasks.
-
My overdue tasks: Active tasks that are overdue and assigned to me.
-
Overdue tasks I created: Tasks that I created that are overdue and assigned to others.
-
Followed tasks: All tasks that I’m currently following.
-
My backlog: All active tasks that are assigned to me without a due date.
-
Starred tasks: All tasks that I have starred.
-
My pending file reviews: Files that are waiting for my approval.
-
My overdue file reviews: Files with overdue approval dates that are waiting for my approval.
-
My pending task approvals: Tasks that are waiting for my approval.
-
My overdue task approvals: Tasks with overdue approval dates that are waiting for my approval.
-
Activity stream: Instant updates from the stream tab.
-
Calendar: Scheduled work from a single source on a calendar.
-
Files: Files from selected projects and folders.
-
Search: List of tasks based on a search query.
-
Notepad: Added notes or a link to internal Wrike items.
-
Burndown by completed tasks: A progress chart that shows the number of remaining tasks on a daily basis.
-
Interrupted workflows: The number of times work statuses reverted to previous statuses.
-
Average status times: The average time work spent in specific statuses by assignee.
-
Total time active: The total duration of active project phases for each project.
Please check if the selected location is correct. When a widget is created from certain templates (e.g., Activity Stream), it's not possible to edit the location. In such cases, please try recreating the widget with the required folder/project/space selected as the data source.