Group your tasks together

You can group your tasks together by making a folder or project.

You can also group your tasks by creating subtasks.

 

Grouping helps by keeping all the similar tasks together so the assigned people can quickly see the related tasks to work on next.

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Stephanie Westbrook

Hi Tory, thanks for sharing the tips and welcome to the Community forums :) Let us know if you have any questions (or more tips!). 

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Hi, what is the actual difference between a project or folder. It seems, that it is very small but I want to know, what the pro´s and con´s are. Best regards Sven

 

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Stephanie Westbrook

Hi Sven, thanks for reaching out! You're right, Folders and Projects are similar because they are both used to organize and hold tasks. The key functionality difference is that Projects have attributes (like status, owner, and start and end dates) which Folders do not. If you're on an Enterprise or Business plan you can also create Project and task Reports, but not Reports based directly on Folders.

We have a great post which goes into more detail on the use cases for both Folders and Projects: When to Use: Tasks, Subtasks, Folders, Projects. Happy to go into a specific example from your Workspace if you want to work through this a little more, or answer any follow up questions!

 

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I may have misunderstood how the platform works, or I may have found a bug which needs fixing.

When we create a project with Stages and Tasks (Wrike Project with Wrike Task & Wrike Subtasks), we enter a time period the stage is running over, say 3 months. The Stage itself doesn't take any time and shouldn't show in the day to day workload - just the subtasks and time.

When I look at my teams workload I can't really see who is loaded and who is not because all the stages distort the view. We need to be able to group tasks and have start and end dates and descriptions for stages but not include them on the workload view.

Let me know if I've misunderstood or if you already support this requirement.

Matt

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Stephen

Hi Matthew, thanks for posting and welcome to the Community 🙌

I think I understand how you're using Workload view but firstly, are you using tasks, Folder or Projects as Stages? Once I know this I'll have a better idea on how to help with this.

In the meantime, here are some resources worth taking a look at too:

Effort allocation: This is a Wrike Labs feature which allows you to add the effort that each assignee will need to apply to each task using a special Custom Field.

WorkLoad View: A help article showing you how the Workload view works with tasks.

Resource Management: An upcoming free live webinar where Wrike experts will take you through how to maintain you and your team's workload in Wrike

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