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Allow users to change default status view from "active" on a project-by-project basis.

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    Anastasia

    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! :)

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Jens Leo Iversen

    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?ย 

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    Chad Foust

    This is a viable workaround. I would consider the inverseย - 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 whatย 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 yourย employees are being properly attributed. Of course, Wrike allowsย reporting on allย task states, soย take my suggestions with a grain of salt and do whatever makes sense to your workflow!

    Another option could include placingย everything related to the main task as subtasks. When subtasksย are marked completed, they remain visible until the primary task is complete.

    Hope that helps!

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    Adi Goater

    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..ย  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!!).

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    Stephen

    Hi guys, a quick update on this. We've added some saving for filtering on a user-level. If you apply forย Status: All Tasksย to a Folder or Project and this view will be saved as you navigate away. So when you return during that session theย Status: All Tasksย will still be the filter.

    If you open a new tab or start a new session the filter will reset toย 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 itย ๐Ÿ‘

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Chad Foust

    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!

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