New Team Plan: Views for Monitoring Items

Views offer different ways to display items within a space, folder, or project. These view options become available when you open a space, folder, or project. In Wrike’s New Team plan you can choose to display your work in the following views:

Once you've created a folder or project, you can add views to it for more visibility.

To add a new view:

1. Open a space, folder or project in the sidebar.

2. Click on + Add view next to the existing views in the toolbar.

3. Select the type of view to add from the drop-down menu.

4. In the menu that opens, you will be asked to: select the view type, add a name for this view, and decide if it is going to be visible to all users (public) or only you (private).

5. Click Create.

The view is created, and you can start adjusting it by applying filters and changing the sorting order.

Tip

Even though Wrike fills in the name field with the default view name, we recommend you use descriptive names for your views to easily identify the data associated with each view. For example, “Release calendar” instead of just Calendar, or “Team Performance: Q1’’ instead of Chart view.

Table view lets you monitor and manage your work in a spreadsheet-like format. With Table view, you get:

In Table view, you can add, edit, and manage custom fields to your space, folder, or project by clicking the Fields button in the toolbar or click the + icon next to a column name. Then, enable the toggle button to add the custom field to the view.

You can create and add a new custom field column to your space, folder, or project to track progress. In Wrike, you can use both default and new custom fields together.

You can create new items like folders, projects, and tasks, and also update information about existing items within your project.

You can sort and filter items in this view. Additionally, you can drag and drop columns to customize the layout.

Organize all tasks in your project on a Kanban-style board. You can drag and drop tasks to update their status and view attached files as thumbnails without opening the task.

In Board view, all items in your project are arranged in columns based on their status. With Board view, you can:

You can adjust the display by using filters 4, adding custom fields 5, and viewing image thumbnails.

You can also update your space workflow 6 right from the Board view. Add new statuses, delete existing ones, or rename them to align with your team's workflow. Learn more about statuses and workflows.

Use the Gantt chart to see how items in your project are scheduled and to make adjustments to your project's timeline quickly.

The timeline on the chart's right side shows scheduled items as bars 1, which extend from the task's start to end dates. The table on the left side of view 2 shows all items, including items that haven’t been scheduled.

By default, tasks appear in the color associated with their status on the timeline portion of the chart. A project name appears on the timeline, and a bracket appears under the name.

A project bracket color depends on the project status. The bracket will always span from the earliest start date to the end date of the latest item within the project, even if the project has its own start and end dates.

From the Gantt chart, you can:

• Create, edit and delete items.

• Reschedule items.

• Add predecessors and start constraints to items.

• Add dependencies.

• Create snapshots and share them with people within and outside your team.

• Create and manage custom fields.

You can adjust the display using filters 3 and expand or collapse work items 4 to clearly view dependencies.

Additionally, you can change what you see on the timeline. To do so, click the three-dot menu button 5 in the toolbar and select to show (or hide) from the list 6.

• Table with details.

• Empty folders.

• Critical path.

• Overdue task warnings.

• Names.

• Assignees.

• Status colors.

• Dependencies.

Tip

Click here to learn more about the Gantt chart in Wrike.

The Chart view provides task-related data in easy-to-digest infographics.

When switching to Chart view you see the following widgets:

If you need more metrics, you can easily add them by clicking the Add more button 1 in the panel. Then, select the type of item you wish to create a chart for and choose a metric from the available options.

You can break and group the data 2 that you wish to view in the chart view. Also you can sort the values from highest to lowest or vice-versa and customize your view under Design 3. Additionally, you can filter what you see in this view using predefined filters and custom fields 4.

Files view allows you to efficiently manage and access all files stored within a specific folder, project, or space. It enables you to gather all assets created during a particular project or for a specific customer, ensuring you have all necessary resources at your fingertips for your current project.

From the view you can:

By selecting the file you can:

You can use the Calendar view to see your project's tasks in a calendar format.

Use Calendar view to quickly display your work items on a timeline and keep track of what needs to be worked on and when. With this view, you can make decisions on what needs to be added or rescheduled in the current project, track the progress of running campaigns and activities, and plan future work on a large scale using the yearly or quarterly overview.

Once you open a project in Calendar view, you see all items within that project on the calendar grid. Items are represented by colored bars 1 that span across items' scheduled dates, the color of item bars depends on the item status color.

You can view items in weekly, monthly, quarterly, or yearly zoom levels. Use the zoom drop-down 2 in the toolbar to select the relevant option.

In the Calendar view, you can create tasks or projects for specific dates and reschedule the existing ones.

Use Calendar view to share your team’s plan with external stakeholders through public links 3. You can generate a link to the view and share it with people outside of Wrike. Anyone with the link will see an up-to-date view of all the work items that were visible when you created the link.

By clicking the three-dot menu button 4 in the toolbar opens a drop-down menu 5 which allows you to show and hide weekends, subitems and scrolling. Also you can export the data to excel from this option.

All users in the account can access Dashboards.

By default in Wrike’s New Team plan, the shared space will contain only one dashboard. All members of the space can add or delete widgets on this dashboard. Each widget displays work items that meet the specified criteria. You can use Wrike’s prebuilt widgets or create custom widgets to view items that match the filters you apply.

Adding a widget to a dashboard

1. In the shared space, click Dashboards 1 in the sidebar.

   Tip

   If a dashboard is already created in the shared space, you can access it through the Tools section 2 in this space.

2. Click + Widget 3 in the top right corner of the view.

3. Select a widget you would like to add and click on it from the list 4.

4. When you choose to create a Custom Widget 5, you will be offered to select the location, from which the data will be displayed, add custom fields to the widget, select a set of filters for items, and choose the sorting. You can also select to report on projects, in such case the custom widget will display all projects which meet the criteria within the selected space.

Note

For task-based widgets, you can select to report on multiple locations (projects), but only from the space in which you are creating a dashboard widget.

You can select one of these available widgets:

• My tasks: Active tasks that are assigned to me.

• My tasks this week: Tasks assigned to me that are due this week.

• Task list: All tasks and their details.

• Project list: All projects and their details.

• Project count: Total number of projects assigned.

• Task count: Total number of tasks assigned.

• Progress: To track the percentage of completion.

• Projects by status: To view the projects having similar status.

• Tasks by status: To view the tasks having the same status.

• Tasks by assignee: Tasks assigned to a specific user.

• Burndown by task completion: Percentage of completed tasks by date.

• Custom widget: All tasks in this space with customizable filters.

In all views, you can customize your display by changing the default sorting and applying additional filters to your space, folder or project.

You can sort items by name, priority, importance, due date, start date, etc. (the full list of sorting options might be different in different views).

Filters determine which items will show up in your view. For example, you can choose to show only items assigned to you or a specific teammate. Additionally, you can choose to filter items according to custom fields.