Calendars in Wrike and How to Navigate Them
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Regular and external users can create calendars and calendar layers. Collaborators, Contributors, and Viewers can view calendars shared with them but can not edit them.
Calendars help you keep track of what needs to be worked on and when. In Wrike, calendars consist of layers. Each layer displays tasks or projects according to filters and other parameters you set when you create them. You can add one or multiple layers to each calendar and set them to show different tasks and projects.
There are two types of layers in Wrike calendars, smart and classic. Learn how to create new layers here.
You can customize your calendar to display tasks from multiple calendars or layers at the same time. Check any combination of calendars and layers to display all their tasks on the grid. Calendars can be viewed by week or month for daily planning, and quarter, year or multi-year to keep an eye on your roadmap.
Calendars display tasks from a location that you select when creating calendar layers. If you don't want to see some tasks on a calendar, you can filter them out in calendar layer settings. You can also manually add tasks to a calendar.
Getting to your calendar
To navigate to the calendar you want to view or work on, select the Calendars tab 1 from the sidebar. If you are a member of a space, you can access calendars associated with that space from inside the space itself.
Note
If the Calendars tab is not visible in the sidebar, click on the More button 2 and select Calendars from the dropdown list.
You can also access the space calendars from the pinned section in the sidebar, if you have pinned them from the space tools.
Apart from Calendars in Wrike, you can also use Calendar view. Despite similar names, their applications differ. Calendars are focused on a broader task and project overview. They're designed and best used for high-level, multi-source, program-level use cases. Use Calendars when:
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You are a program lead, project lead, or high-level manager tracking multiple projects or campaigns.
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You have a complex setup that needs to be organized in customized layers in different colors to help represent the chosen variables, such as sources or filters.
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You need to hide or display multiple calendars at the same time.
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You have multiple specific sources from which you'd like your calendar to pull information.
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The tasks you want to display on the calendar are located in several folders or projects across different spaces, or you want to view tasks from multiple spaces at once.
To learn more about Calendar view and its application, visit Calendar View in Wrike.
Wrike calendars are laid out so you can display exactly what you need with a few clicks.
Collapse or expand the calendar panel
The left panel shows all available calendars (either created by you or shared with you) and all layers of those calendars. Click on the collapse/expand icon to hide or show the list of calendars.
Collapse or expand calendars
Click on the caret icon to the left of the calendar’s name to collapse or expand the list of layers it contains.
Change the time frame
From the menu, select how to view your calendar: by week, month, quarter, year, or multi-year.
With the multi-year view, you can see 5 years on one screen. When you open the quarter, year, or multi-year view, the focus is based on the current date, with the current quarter or year shown closer to the center of the screen. This setup provides a brief view of the past and a more detailed perspective on future events.
Note
In the multi-year mode, items that are not milestones and are shorter than 85 days will not be displayed.
Switch to a different week, month, quarter, or year
Click the caret icons to the right of the Today button or use the left and right arrow keys on your keyboard. Arrows move in lower increments:
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In the multi-year view, they move by year.
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In the year view, they move by quarter.
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In the quarter view, they move by month.
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In the month view, they move by months.
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In the week view, they move by weeks.
Navigate back to the current time period
Click on the Today button.
Review settings of smart calendar layers
Hover over the funnel icon to the right of a smart calendar layer title to review the settings and see which filters are applied to tasks or projects on this layer.
Open a project or a task in the overlay view
Click on a bar representing a task or a project on the grid. A single click opens a preview card displaying relevant fields and information. A double-click opens the full item view.
With a right-click on the item, you can open the contextual menu 1 where you can change the status 2, convert it to a milestone 3, open the item in a new tab 4, copy the link 5, or delete the item 6.
Milestones in Calendars
Milestones are task entities with a due date only. They are displayed with a unique diamond-shaped icon, colored according to their layer or status, on top of any item on the calendars. They can be viewed in all modes: week, month, quarter, year, and multi-year.
Milestones are always positioned at the top of the Calendar, above all other content within the group. You can convert any task-based item into a milestone.
Find today’s date in quarter or year or multi-year views
The vertical blue line on the grid indicates today’s date.
Find weekends
Grayed-out days in week or month views and the vertical gray lines (which appear when you drag tasks and projects to reschedule them in quarter view) indicate weekends.
There’s no limit to how many calendars and layers you can create. There’s also no limit to how many calendars can be shared with you.