Team Plan: Using Views to Monitor Work Items

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:

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

To add a new view to your project:

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

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.

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

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

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

Using Board view, you can:

You can adjust what is displayed by using filters 4 as well as adding custom fields 5 and image thumbnails.

Additionally, you can make changes to your space workflow directly from the Board view 6. 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 here.

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

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.

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:

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

When switching to Analytics view you see the following widgets:

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

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.

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. Use the zoom drop-down 2 on the settings bar to select the relevant option.

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.

Also, you can reschedule existing items.

You can use Calendar view to share your team plan with external stakeholders via public links 4. It is possible to create a link to the view and share it with people outside of Wrike. Anyone with the link will have an up-to-date view of all work items that were displayed on the view when you created the link.

All users in the account can use Dashboards.

By default, each space has one dashboard. All members of this space can add or delete widgets on this dashboard. Each widget shows work items that meet the specified criteria. You can use Wrike’s prebuilt widgets or build custom widgets to see items that match the filters you apply.

To add a widget to a dashboard:

You can select one of these available widgets:

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).

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.