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New Board View in Wrike

Important

This is a new feature being piloted and, as a result, it is subject to changes and improvements. Please feel free to use the feedback links in Wrike Labs to share your thoughts on this beta feature.

Table 191. Availability - Legacy plans


Overview

The New Board view is available by default on all Business and higher accounts created after June 29th, 2022 and on all accounts with the Wrike Team plan.

By default all accounts created before June 29th, 2022 have classic board view, learn about it here. However, users on Business and higher accounts can enable the New Board view for their personal accounts from Wrike Labs here.

All users can use the New Board view. The New Board view shows a folder, project, or space’s tasks and task-based custom items organized in columns by status.

Use the New Board view to:

  • See which tasks and task-based items you need to work on

  • Track task and task-based item status

  • See how much time each task or task-based item has been in its current status

  • Change task or task-based item status by dragging and dropping tasks and task-based items from one column to another

  • Create new tasks and task-based items

Using the New Board view

New Board view allows you to view all the tasks and task-based custom items in a project, folder, or space in a simple layout, which reflects their status. Tasks and task-based custom items are represented by cards listed under the relevant status.

Within the New Board view  you can:

You can choose if you want to view tasks and task-based items which are in subfolders and subprojects of the space, folder, or project you are viewing. Click the three-dot menu button in the New Board view's upper-right corner and select Tasks from subfolders.

Navigate the New Board view

The New Board view consists of columns representing different statuses in the current workflow. In each column are cards representing tasks and task-based custom items.

cards_in_new_board_view.png

Each card is displayed under the relevant status and displays:

  • Task or task-based item name 1

  • Folders/projects the task or task-based item is in 2

  • Assignee(s) 3

  • Subtasks and subitems (which can be clicked and expanded) 4

  • Due date 5

  • Custom fields (optional). You can select which custom fields show up on a card. Click Fields 6 in the header bar and select the fields you want to display.

  • General fields (optional) click Fields 6 in the header bar to turn these options on or off:

    • Cover image: displays a thumbnail of the first attachment to the task or task-based item

    • Days in status: indicates for how many days a task or task-based custom item has been in its current status up to 4 days, displaying a small rectangle for each day. If a task has been in a status for over 4 days, hovering over these rectangles will display a hint stating when the status was last changed

    • Item type

    • Start date

    • Duration

Clicking on a card opens the relevant task or task-based item in Work Item view which allows you to adjust all its details, add descriptions and comments, share items with teammates, and add approvals and files.

Custom Fields in the New Board view

In the New Board view account admins and users with the right to edit particular custom fields can select which fields to view on cards and edit those custom field's properties directly from the view. To edit existing custom fields from the New Board view:

custom_fields_in_new_board_view.png
  1. Click on Fields in the view header 1.

  2. Hover over a custom field and click on the three-dot menu option which appears 2.

  3. Select Change field settings 3.

  4. A pop-up appears from which you can edit the field name, type, ownership, and scope of application (to tasks, folders, and projects, or only certain item types).

  5. Click Save.

What's next?

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