View Library
Please allow users to save views to a "View Library" for use in other projects or folders. Views would include, Wrike fields (Assignee, Status), and custom fields (Theme, Launch Date, Industry, Product, etc.). This tool will greatly reduce the time needed to audit project information. Today the user must re-create views within each folder or project. The examples below are based on a table view format.
Examples are:
All Data View - Created and used by admins to audit for missing data required for reporting, dashboards, etc.
Required Data View - Created and used by project leaders to see all data needed to define the project, i.e.
Within the project or folder a user would see a new option on the action header row of "View Library". Example: Table, View, View Library, Author, Group.....
- The user would select view "View Library", then be presented with the following dropdown options;
- 1) common views (created by an admin, company specific, available to all Wrike users)
- 2) user views (created by and available to individual users, supporting the user's role), or
- 3) the current state options of custom views and classic views.
The admin would create views that support company reporting such as campaign calendars, key project data. Then all users would be able to refer to and project these views for company communications, or to ensure all team members can see required data or use the view to identify missing required data.
The user would create a view that supports their role, and then save it to their user views. The user could see data consistently across all projects they support.
Hi Milissa Epps, welcome to Wrike Community 👋
This is an interesting idea, thank you for sharing it! Could you tell me if you're using Custom views?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa,
Yes, I am using custom views, but again, I cannot use them across different projects or folders. See 2023 GTM Full Data View. This is built at the folder level
When I enter a project below that folder, no view is available. It has to be recreated for each project. We need a way to have a library of views that support our daily work and don’t require recreation every time a project is added.
Thanks,
Milissa
Hi Milissa Epps, thank you very much for the additional details! I've passed your feedback on to our Product Team 👍
Please, let us know if there's anything else we could help you with 🙂
Hi Milissa Epps,
I have created a similar request, just more simple. Please support this also in order to get this topic on top!
Copy custom views to different folders – Wrike Help Center
Florian
Lisa this is not a new idea. In fact it's what we've all been asking for over the past 4 years. ALL the other threads about saving views asked for the same thing Milissa Epps is suggesting here. As the community manager, you should be trying to understand what we're needing and asking for before carrying that water to the product team.
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Basudha Sakshyarika Wrike Team member Become a Wrike expert with Wrike Discover