Wrike Views
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
In Wrike, all users except Collaborators, Contributors, and Viewers can configure views, provided they have full access to the relevant folder, project, or space.
Wrike views provide you with the ability to customize, filter, and save view settings to display the right workspaces for you and your team.
Wrike offers the following views:
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Important
List view is not available on accounts created on June 9, 2023, or after this date. We suggest using the Table view instead.
Wrike views allow you to create and save customized layouts tailored to your specific goals or work perspectives. You can configure settings such as filters and sorting, then share these views with your team to streamline collaboration without redundancy. Views can be set as private or public, assigned unique names, renamed, duplicated, copied to other locations, and even designated as default.
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Navigate to the folder, project, or space where you want to create a view.
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Click the + icon 1 next to the views listed.
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Select the view 2 you want to create from the list.
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In the dialogue box enter the name for your view 3.
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You can choose how to share the view you're creating: Set it to Public for everyone to access or Personal for private use 4.
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Click Create 5.
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Your view is loaded and saved as a visible option for you and for other users.
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By using the three-dot menu to the right of the current view's name or by right-clicking the name of any view, you can 6:
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Set view as default: Make your new view the default for your space.
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Pin to sidebar: Add your view to the sidebar for quick access.
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Copy this view: Views are copied with their names, fields, filters, and sorting.
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Copy link to this view: Generate a shareable link to your view.
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Rename: Change the name of your view.
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Duplicate: Create a copy of your view.
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Delete: Remove your view permanently.
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When creating a view you can choose for it to be public or personal. Public views can be seen and used by all users with access to the relevant space, folder, or project. Personal views can only be seen and used by the user who created them, and cannot be shared. Personal views are marked with a lock icon.
In any folder, project, or space, you can decide to make views visible to your team. This ensures that when the folder, project, or space is accessed, the view option will already be listed among the views. You can also set a specific view as the default, so anyone opening the folder, project, or space will see it in that view first.
Important
You can only set Public views as the default.
To set a view as the default:
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Go to the folder, project, or space where you'd like to set a default view.
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Click the three-dot 1 menu button next to the view’s title.
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Choose Set view as default 2 from the menu.
Now, your chosen view is the default for that folder, project, or space. Anyone opening it will see this view first.
A view can be duplicated within the same project or folder. By duplicating a view, you're preserving everything that you had in the view, ensuring no details are lost. This is particularly useful for creating similar views without starting from scratch, saving time and maintaining consistency across your project. You can then customize the duplicated view as needed without affecting the original.
To duplicate a view:
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Navigate to the folder, project, or space where you want to duplicate a view.
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Switch to the view you want to duplicate.
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Click on the three-dot menu icon 1 next to the name of the view and select Duplicate 2.
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Enter a name 3 for your duplicate view and click Create 4.
Note
For duplicated views you have two visibility options:
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Public: All users in this space can see it.
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Personal: Only you can see it, and it cannot be shared.
You can rename a view to better align with your requirements, making it more descriptive and meaningful. This can help improve organization, clarity, and ease of understanding, especially in collaborative environments or when dealing with complex systems.
To rename a view:
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Navigate to the folder, project, or space where you want to duplicate a view.
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Switch to the view you want to rename.
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Click on the three-dot menu icon 1 next to the name of the view and select Rename 2.
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Enter a name 3 for your view and click Rename 4.
You can copy a permalink of any view. Clicking on a permalink will open the relevant space in that view (provided that space is shared with the user).
You can copy a view or a set of views to or from other projects, folders, spaces, or project-based custom item types from the currently viewed location. The views will be duplicated along with their names, fields, filters, and sorting.
To perform this action, you must have the following permissions:
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Edit public views and Edit personal views to add views to the destination.
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Add/remove custom fields to ensure that any missing custom fields are automatically added to the destination during the copying process.
Important
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When you copy Wrike views, the copied views will maintain their private or public status.
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Copying to direct subitems is limited to 1,000 items (this relates to the maximum number of direct subitems to which we can copy the views). Copying to specific locations is restricted to 30 items.
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You cannot copy views from a locked space to a public or private space. However, you can copy views between locked spaces where you have the necessary access and permissions. Additionally, you can copy views from regular spaces to locked spaces that you have access to.
You can copy an existing view or a set of views from any project, folder, or space.
To copy a view:
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Navigate to the relevant project, folder, or space.
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Click the + icon 1 next to the views listed.
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Click Copy existing views from the menu that appears 2.
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In the window that opens, click the + Location button 3.
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Use the search box to find the location from which you want to copy views 4.
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Choose the views you want to copy to your current location 5.
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Click the Copy view button to complete the process 6.
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The selected views will now be copied to your current location 7.
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You can undo this operation by clicking the UNDO option.
You can copy views to other locations from the project or folder view.
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Navigate to the relevant project, folder, or space.
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Click the + icon next to the views listed1.
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Click Copy existing views from the menu that appears 2.
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In the dropdown menu select the to other locations option 3.
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Choose the location or multiple locations where you want to copy the views to (up to 30 project/folders/spaces) 4.
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Select the views from the current location that you want to copy 5.
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Click Copy views and you’re all set 6.
Note
You cannot undo this operation.
Alternatively, you can copy a certain view to another location by:
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Selecting the view to copy and adding as an existing view.
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Hover over the view title and clicking the three-dot menu 7.
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Click Copy this view to… 8 from the menu that appears and follow steps 4-7 above.
You can copy views to direct subprojects and subfolders (top-level).
Note
This option is only available if the viewed item contains at least one subproject or subfolder.
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Navigate to the relevant project, folder, or space.
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Click the + icon 1 next to the views listed.
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Click Copy existing views from the menu that appears 2.
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In the dropdown menu click To all top-level subitems 3.
Note
If the combined total of subprojects and subfolders is thirty or fewer, you can selectively choose the locations where you don't want your views copied by adding or removing them. However, if the initial list is modified, the option to apply to all top-level projects and folders will automatically switch to applying to other locations.
If the total number of subprojects and subfolders exceeds thirty, you'll only see the total number of locations, and editing options will be disabled.
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Select the views from the current location that you want to copy 4.
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Click Copy views and you’re all set 5.
Note
You cannot undo this operation.
Tip
You can also use the copy views functionality in Blueprints.