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New Table 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 200. Availability - Legacy plans


Overview

The New Table view is available by default to all users on a Team plan. Users on Business and higher accounts can enable it for their personal accounts from Wrike Labs here.

The New Table view allows you to view your work in a spreadsheet-like format. With the New Table view, you get:

  • Improved UI

  • Faster loading compared to the classic Table view

  • New and improved custom field management

  • One-click edit option for items

Before you get started, you will have to enable the view from Wrike Labs:

  1. Go to Wrike Labs.

  2. Find the New and improved views card.

  3. Click Enable.

Note

When you enable the set of new views from Wrike Labs, you are not losing all the current views (Board view, Table view). You will get an additional set of views instead (the New Board view, New Table view, Calendars view).

Navigating the New Table view

All users can enable and use the New Table view. To access the New Table view:

  1. Navigate to the space, folder, or project you would like to view.

  2. Once opened, you can select the view in which you want to see the items.

  3. Select the Table view (new) from the list of options or click the + button and select Table (new) from the list of views.

add_new_table.gif

In the New Table view, items are grouped according to the projects and folders they are in. The number next to the item’s name to the left indicates its row number.

There are several adjustments you can make to control what you see on the New Table view:

  • Add/delete columns: You can select to add as many columns as possible to your view. To add new columns, click on Fields above the view and switch the toggle button next to the names of the columns you want to add. You can remove them later in the same way. All users who have access to this location and the New Table view will be able to see these columns.

    add_column_table.gif
  • Change the sorting: 1 You can select to sort your items in this view by any field (column) you add to the view. To change the sorting click on the caret icon next to Sort above the view or click on the name of the column.

  • Apply filters: 2 You can filter out items according to the default set of Wrike filters or to the custom field values.

  • Expand/collapse items: It is possible to expand or collapse all items at once. Click the Expand/Collapse button 3 and select the needed option. Also, you can select to expand only to the next level of subitems by clicking on Expand next level.

  • Show/hide parent row: It is possible to add a parent row with the name of the location you’re in with all the attributes to your table. To do so, click the three-dot menu button 4 and select Show/Hide parent row. 5

  • Show/hide empty folders: You can select to hide all the empty folders to declutter your view. To do that, click the three-dot menu button 4 and select Hide empty folders. 6 When you select to hide folders, projects stay in place. To hide projects, you can use project filters.

Table_numbers.png

Note

Some columns are not yet available on the New Table view (Project Risk, Effort, Billing type, etc.). In order to view them, switch to the classic Table view or to the Task view.

Items on the New Table view

The New Table view allows you to manage your work items as well as create new ones.

To create a new work item from the New Table view:

  1. Open a space, folder, or project in the New Table view.

  2. Scroll down to the +Item button.

  3. Once you click it, you will see a drop-down where you can select the type of the item you are creating and a field where you need to enter the name for the new item.

  4. Press Enter or click anywhere outside the cell to create an item.

create_item_table.gif

Note

Only users with the right to create tasks, folders, projects, and custom items can do this. Users with limited permissions (collaborators) can only view existing items and change some of their attributes.

After the item is created, it is possible to:

  • Assign it to your colleagues

  • Set up start and due dates

  • Change its status

  • Fill out any selected custom fields

  • Add subitems

  • Delete the item

When you click on the item’s name, it opens in the Work Item view which allows you to adjust all the item details, but also add descriptions, and comments, share items with teammates, add approvals and files.

Tip

If you click anywhere inside the cell, you can edit the cell content.

open_item_view_table.gif

You can move items to other folders or projects within the view or you can move them to turn them into subitems by using drag-and-drop. Click and hold the icon next to the row number and drag the item to the new location. Once you’re done, release the mouse to drop the item.

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