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Team Plan: Using Views to Monitor Work Items

Table 4. Availability

Free

Team

Professional

Business Plus

Enterprise Standard

Enterprise Pinnacle


Overview

Views are the different options for how you see items within a project. The view options appear after you click on a project's name.

In Wrike Team plan you can choose to view your work in the following views:

  • Table view

  • Board view

  • Calendar view

  • Analytics view

  • Gantt chart

  • Files view

Tip

You can add as many views to your project as needed. When creating a view you can choose if you want this view to be visible to everyone in this space or only to you.

Adding a view to a project

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

Note

Collaborators can't add new views to projects shared with them, but they can adjust filters and sorting on existing views.

To add a new view to your project:

  1. Open a project from the left-hand navigation panel.

  2. Click the plus icon next to the existing views. 1

  3. In the window that opens you will be asked to: add a name for this view 2, select the view type 3, and decide if it is going to be visible to all users (public) or only you (private) 4.

  4. Click Create. 5

add_view_team.png

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

Tip

We recommend you use descriptive names for your views, for example, Release calendar instead of just Calendar, or Team Performance: Q1 instead of Analytics.

Table view

Table view allows you to monitor and manage your work in a spreadsheet-like format. Also, with the help of Table view, you can add, edit and manage custom fields for your projects.

You can add any columns you need to your project to track its progress. In Wrike you can use default fields together with custom ones.

add_columns_table_team.gif

It is possible to create new items as well as adjust the information about existing items within your project.

create-task-team.gif

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

Board view

Group all tasks in your project on a Kanban-style board. You can drag and drop tasks to change their status, and see attached files as thumbnails without opening a task.

move_task_borad_team.gif

In the Board view, all items in your project are organized in columns according to their status.

Using Board view you can:

  • See which items need to be worked on

  • Learn how much time an item spent in its current status

  • Change items' status by dragging and dropping them from one column to another

  • Create new items in the desired status

You can adjust what is displayed by using filters as well as adding custom fields and image thumbnails.

Additionally, you can make changes to your space workflow directly from Board view. You can add new statuses, delete existing ones, and rename some statuses to fit in with your team workflow. Learn more about statuses and workflows below.

Gantt chart

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

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

gantt_team.png

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

Tip

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

Analytics view

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

When switching to Analytics view you see the following widgets:

  • Number of active tasks

  • Number of overdue tasks

  • Number of tasks by status

  • Tasks by assignee

  • Completion rate in %

analytics_team.png

Tip

You can filter what you see in this view using predefined filters and custom fields.

Files view

Use Files view to see all files within your project in one place.

files_team.png

You can change the display mode as well as filter what you see in this view.

Also, you can choose to move, copy, download or delete some of the attachments.

Calendar view

You can use 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, and yearly zoom 2. Use the zoom drop-down on the settings bar to select the relevant option.

calendar_team.png

Additional options allow you to show and hide weekends, week numbers and subitems 3.

From Calendar view you can create items scheduled for specific dates.

calendars-team-create.gif

Also, you can reschedule existing items.

calendars-team-reschedule.gif

Filters and sorting

In all views, you can adjust what you see by changing the default sorting and applying additional filters to your 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).

Tip

In Table view, you can sort items by any column value. Just click on the column name to do so.

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.

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