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Calendar View in Wrike

Table 189. Availability - Legacy plans


Overview

Calendar view is one of Wrike Views that allows you quickly display your work items on a timeline to keep track of what needs to be worked on and when. With this view, you can decide what needs to be added or rescheduled in your current projects, track the progress of running campaigns and activities, and plan future work on a large scale using the yearly or quarterly overview.

Calendar view vs. Calendars

Apart from Calendar view in Wrike, you can also find Calendars. Despite similar names, their applications differ. Calendar view focuses on an overview of work items on a project level or in a single location: a project, folder, or space. Use Calendar view when:

  • You are a project coordinator, manager, or program coordinator and primarily track single projects or campaigns.

  • You work on a single complex project and want to take advantage of a customized timeline view.

  • You have a single source that you'd like to have an overview of.

  • You need to track the status and overlaps of items without action across a particular project, folder, or space.

  • You often switch between different Wrike views, such as Table, Gantt, or Board, and want to see items on a calendar without leaving the window.

To learn more about Calendars and their application, visit Calendars in Wrike and How to Navigate Them

Add Calendar view

All users except collaborators can add Calendar view.

To open your spaces and projects in Calendar view, you need to add it to your list of available views. To do that:

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  1. Navigate to the relevant location and click on it

  2. Click the + button next to existing views and select Calendar

Once you add Calendar view to a location, you and other users can switch to it at any time, make it the default view for this location, and create custom views from it. Visit the Wrike Views page to learn more.

Navigate and customize the view

All users, including collaborators, can view spaces and projects in Calendar view.

Once you open a location in Calendar view, you see all items within that location on the calendar grid. Items are represented by colored bars that span across items' scheduled dates. The color of the item bars depends on the item status color.

Note

Tasks and custom items must have an end date to be displayed in Calendar view. Projects must both have start and end dates to be shown.

Zoom in and out of the time frame

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You can view items in weekly, monthly, quarterly, and yearly zooms. Use the Zoom drop-down on the settings bar to select the relevant option for you.

Switch to a different week, month, quarter, or year

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To view past or future periods, use the left and right arrows or the date picker on the left side of the settings bar.

You can always click the Today button to bring the current date into focus. Today's date is highlighted in blue on weekly and monthly zooms, and displayed as a blue line on quarterly and yearly zooms.

Filtering items on the view

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If you only want to see certain items on the view, click the Filter button on the left-most of the settings bar and select the relevant filters.

Change the way work items look on the grid

Note

Not available on weekly and monthly zooms

If you don't need to see the exact start and end dates of work items on the calendar grid, click the three-dot menu button on the right-most of the settings bar and check Estimated durations. This way, items with shorter durations appear more prominent and easier to see on yearly and quarterly zooms. Alternatively, uncheck the option to see the items' exact durations.

Display or hide week numbers

Note

Not available on yearly zoom

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Click the three-dot menu button on the right-most of the settings bar and select Week numbers. On weekly and monthly zooms, week numbers appear at the beginning of the week under the Monday column on the left. On quarterly zoom, they appear under the week dates at the top.

Switch to fiscal year and back

Note

Not available on weekly, monthly, and quarterly zooms

Click the three-dot menu button on the right-most of the settings bar, hover over Date Label and select Use fiscal year or Use calendar year.

Display or hide subitems

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Click the three-dot menu button on the right-most of the settings bar and check the Subitems to display subitems or uncheck it if you don't need to see them. Remember that subitems are also affected by the current filters on the view.

Display or hide weekends

Note

Not available on quarterly and yearly zooms

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Click the three-dot menu button on the right-most of the settings bar and check Weekends to display weekends on the grid or uncheck to hide them.

Create a new work item from the view

All users except collaborators can create new work items unless their access role in the current location restricts them.

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  1. Click on the relevant date on the calendar grid

  2. Select what kind of item you want to create from the drop-down menu on the right

  3. Enter the item's title

  4. Click Create to finish creation. Alternatively, also click More options to adjust the item if necessary.

When you create a new item on weekly and monthly zooms, it has a 1-day duration by default. On a quarterly zoom, the item has a full working week's duration by default, and on a yearly zoom, a full working month's duration.

Reschedule items from the view

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To reschedule an item on the view, click and hold it and then drag it to the relevant dates.

To adjust the item's duration, hover over its left or right side, then click and drag the side of the bar to the relevant date.

Public links to Calendar view

All users except collaborators and external users can create and manage public links.

Note

This option might not be available in your account if the creation of Calendar public links is disabled.

You can 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.

Create a public link

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  1. Navigate to the relevant location and open it in Calendar view

  2. Apply the relevant filters and select if you want to include subitems

  3. Click the three-dot menu button on the right-most of the settings bar

  4. Select Public links

  5. If this is your first link, click the Create link button. Otherwise, click + New link.

  6. Enter the link title

  7. Press Enter on your keyboard

People who open the link will see the same items on the grid as you did when you created the link. The link view is static, so if you change the view filters in Wrike, these changes will not be reflected in the public link view.

Manage public links

  1. Navigate to the relevant location and open it in Calendar view

  2. Click Public links in the upper-right corner

  3. Hover over the relevant link. From here, you can:

    1. Click Calendar_View-Public_Link_Open.png to open the link in a new tab

    2. Click Calendar_View-Public_Link_Copy.png to copy the link to your clipboard

    3. Click Calendar_View-Public_Link_Edit.png to edit the link title

    4. Click Calendar_View-Public_Link_Delete.png to invalidate and delete the link. When you do this, people who have the link will no longer be able to access the Calendar view data.

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