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Wrike Dashboard Widget to a Whiteboard

TL;DR

Copy a Wrike widget link, paste it or add it via Insert → Wrike widget to embed it on a Whiteboard in read-only mode, then open it in a modal to interact with it. Use a public widget link so people without Wrike access can still view the data.

Table 4. Available as a paid add-on

Free

Team

Business

Enterprise

Pinnacle

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

Dashboard Widgets on Whiteboard Overview

You can embed a live Wrike dashboard widget on a Whiteboard so your team always sees up-to-date data. The widget appears in read-only mode on the Whiteboard, and you can open it in a modal window to interact with it when needed.

Before you start

  • Make sure you have access to the Wrike dashboard and the specific widget you want to embed.

  • Decide which link type to use:

Embed a Wrike Dashboard Widget in Whiteboard

Step 1: Copy the widget link from Wrike

  1. Open your dashboard in Wrike.

  2. On the widget you want to embed, click the three-dot menu 1 on the widget title.

    Step_1_Copy_the_widget_link_from_Wrike_1.png

  3. In the drop-down, click Share 2.

  4. In the Link to widget section, click Copy link 3.

    Step_1_Copy_the_widget_link_from_Wrike_2.png

    The widget link is now copied to your clipboard.

Step 2: Add the widget to your Whiteboard

You can add the widget to the Whiteboard in two ways:

Option A: Paste the link directly

  1. Open your Whiteboard.

  2. Paste the copied widget link directly onto the board.

  3. Whiteboard automatically detects the link and embeds the Wrike widget.

    Paste_the_link_directly.gif

Option B: Use the Insert menu

  1. Open your Whiteboard.

  2. In the toolbar, click Insert content 1.

    Option_B_Use_the_Insert_menu_1.png

  3. In the panel that opens, under Insert, select Wrike widget 2.

  4. When the dashboard widget window opens, paste your Wrike widget link into the link field 3.

    Option_B_Use_the_Insert_menu_2.png

  5. Click Insert 4 to add the widget to your board.

    Option_B_Use_the_Insert_menu.gif

    Your Wrike dashboard widget now appears on your Whiteboard.

    Note

    You can embed a link to a widget only. You can’t embed a link to an entire dashboard.

    If you paste a public dashboard link (not a widget link), Whiteboard creates a sticky note with the link instead. Double-click the sticky note to open the dashboard in a new tab. The dashboard does not appear on the board itself.

View and Interact With the Widget

  • On the Whiteboard, the widget appears in read-only mode.

  • To interact with it, double-click the widget or click the icon in the top-right corner of the widget.

  • The widget opens in a Board modal, where you can use the widget as you would in Wrike (based on your Wrike permissions).

    View_and_interact_with_the_widget.gif

    Tip

    • If you work with external viewers or collaborators who don’t have Wrike access, use a public widget link so they can still see the data.

    • If you see a placeholder instead of the live widget, check the viewer’s Wrike permissions or switch the widget to use a public link.

    • Keep widget filters and settings simple so the embedded view is easy to read on the board.

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