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Step 6: Monitoring Work and Building Up Success

Overview

Now that you've learned the basics of how to Start Working and Collaborating, let's find out how you can use Dashboards and Reports to stay on top of your and your team's progress. All paid accounts can use Dashboards, whereas Reports are only available to Business and Enterprise accounts.

Dashboards

Dashboards are a great way to gather the information you need to keep on top of a certain project or goal in one place, and easily check how things are going. You can use prebuilt widgets, or create your own custom ones, and then add them to a dashboard so you can see exactly what you need to.

Step_6_-_Dashboard.png

Here are some examples of dashboards which can help you on your way to success:

  • Understand your current project priorities using a Project Dashboard containing a Project widget and custom widgets relating to your projects' progress.

  • Create a Team Dashboard allowing you to distribute work between your team members with drag and drop. Use a widget with unassigned tasks and a separate widget for tasks assigned to each team member.

  • Use a Manager Dashboard so you can gain visibility into your team’s work. It consists of widgets with tasks grouped by status (new, in progress, completed, and so on). You can check what your team members are working on or what they have planned without having to continually ask.

  • Sometimes key actions are overlooked, schedule risks aren’t addressed, and a project deadline is missed. With a Risk Dashboard displaying overdue tasks, conflicts, and unassigned work, you can make sure that nothing falls through the cracks.

  • A Personal Dashboard helps your team members understand their priorities so they can focus on their most important tasks. While creating widgets for this dashboard, always use the Current User option, so when you share this dashboard, everyone will get a personal version of their dashboard.

Learn how to create a dashboard here.

Reports

Wrike Reports are customizable reports which you can build to quickly gather the data you need from your tasks and projects. Each time you open or refresh your report, it automatically updates to include the most up-to-date data which meets your report’s criteria.

Help team members, executives, or clients gain insight into projects by sharing reports with them.

Reports can be created from templates, give you automatic calculations or reminders, and be shared outside of Wrike by exporting or using snapshots.

Step_6_-_Report.png

Here are some ideas for useful reports you can create quickly and easily from templates.

  • A report on Active Tasks by Assignee can show you at a glance what's being worked on and by who.

  • A Weekly Project Status report will help you keep on top of how your projects are progressing, and who is the right contact person for each.

  • Reporting on Overdue Tasks by Assignee will allow you to stay on top of work and offer help where needed.

  • Reports based on templates such as Projects Overdue this Month and Time Spent this Week let you keep a handle on time management throughout your team.

  • A simple report on Unassigned Tasks will show you what's still unaccounted for, and make sure nothing is forgotten.

Thank you!

Thank you for taking the time to read this guide on how to get started. Now it's time to head over to your workspace and start getting more things done with Wrike.

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