Allow users to change default status view from "active" on a project-by-project basis.
After hearing from Ros on Customer Support Team, a better title might be:
"Default filter sets that get saved between sessions."
To preface, I'm a standard user, not an admin. I'm referring to the project list view.
When I click into a project, by default I see a list of active tasks. If there is a dependent task further up the chain that is marked complete, I do not see it. Because completed tasks are invisible, I don't know that the task was present, unless I click the X next to "Active" at least once per login. If that task had information relevant to the rest of the task list, it's hidden from view.
I would like to request that the task view be user-customizable at the project or account levels to allow for a different default.
Another option would be to "demote" completed tasks to an area below the active task list. This would help to establish project context. Perhaps these could have a check or be slightly greyed out to visually separate them from active tasks.
Thanks for your consideration!
Hi Chad, thanks for sharing this! I definitely see how it would be useful to save these settings. I wanted to let you know that there's an existing request on the Community which is related to the first option you mentioned, and it would be great if you could add your vote to it: Default View on Folders.
That said, I also wanted to mention that it's possible to save filtered views on Folders and Projects as Custom Dashboard Widgets. These are customizable and you can create as many as needed. Let me know if you have any questions about this functionality, I'll be happy to help! :)
I understand that Wrike is a tool that helps us complete tasks and focus on only the remainiing tasks to be done. However, from a project manager's view it is preferred that also completed tasks remain in the timeline and in the lists. If not I will lose information about the project as a hole. One workaround (for Business and Enterprise) might be to define a new workflow and insert a new status "Completed" within the ACTIVE GROUP, and rename the "Completed" status in the COMPLETED GROUP to something else, e.g. "Removed".
Do you have any other suggestions?
This is a viable workaround. I would consider the inverse - where you create different "states of completion" to be included in the active group, such as Review, Approval Needed, Deploy, Send, Ready, etc...
We have a few custom workflows similar to what you've described, where tasks are not marked "completed" until they are truly ready to be removed from active status. When an employee finishes a task, they mark "review" or "deploy" to indicate they've finished their part of the work. As such, you may want to keep "completed" in its proper group to ensure that your employees are being properly attributed. Of course, Wrike allows reporting on all task states, so take my suggestions with a grain of salt and do whatever makes sense to your workflow!
Another option could include placing everything related to the main task as subtasks. When subtasks are marked completed, they remain visible until the primary task is complete.
Hope that helps!
I agree that this feature is required... This is literally the most infuriating thing ever, is there a way to have 'all active' off by default? I have to turn this off every time I open a project! - I am a developer and tasks such as "Write the spec" and "gather user requirements" etc.. are all task whick come before mine. With 'all active' turned on I am unable to see the vital information contained in these tasks without removing the filter (every time!!).
Hi guys, a quick update on this. We've added some saving for filtering on a user-level. If you apply for Status: All Tasks to a Folder or Project and this view will be saved as you navigate away. So when you return during that session the Status: All Tasks will still be the filter.
If you open a new tab or start a new session the filter will reset to Status: All Active.
Please let me know if this covers what you're looking for here so we can mark this post as answered so others can find it 👍
Thanks Stephen! This is great news.
We've fundamentally changed our methodologies over the past couple of years, and have learned to use Wrike in a more efficient way. Our teams are larger, our roles are more specialized, and we have project managers helping to communicate requirements from one team to the next. Viewing all tasks in every state within a project is not really necessary for me anymore, but I can understand how it would be very helpful to our managers and directors.
However, I was able to perform a quick test in my personal Wrike space, and it appears that the new functionality works as described. This means I can mark items as "Templates" (not active), and still keep them visible in my personal project views. Awesome! It would be even better if it maintained those settings at an account level, allowing us to have customizable project views, but this is the next best thing. Thanks for your help and hard work!