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.
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 all account types 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:
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See which tasks and task-based items you need to work on
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Track task and task-based item status
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See how much time each task or task-based item has been in its current status
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Change task or task-based item status by dragging and dropping tasks and task-based items from one column to another
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Create new tasks and task-based items
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:
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Sort and filter tasks and task-based items
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Change the workflow of the view and edit the workflow itself
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View custom fields in relation to tasks and task-based items
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Open a task or task-based custom item in Item View (appears on the right-hand side of the screen)
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.
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.
Each card is displayed under the relevant status and displays:
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Task or task-based item name 1
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Folders/projects the task or task-based item is in 2
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Assignee(s) 3
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Subtasks and subitems (which can be clicked and expanded) 4
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Due date 5
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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.
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General fields (optional) click Fields 6 in the header bar to turn these options on or off:
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Cover image: displays a thumbnail of the first attachment to the task or task-based item
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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
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Start date
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Duration
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Clicking on a card opens the relevant task or task-based item in Item View which allows you to adjust all its details, add descriptions and comments, share items with teammates, and add approvals and files.
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:
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Click on Fields in the view header 1.
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Hover over a custom field and click on the three-dot menu option which appears 2.
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Select Change field settings 3.
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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).
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Click Save.