Dashboard Updates
We are doing an overhaul on our spaces and dashboard creation best practices.
Our problem to solve:
- The tools area in spaces are getting overwhelmingly cluttered with us building a unique dashboard for each project we are working on.
- No standardization of the content that is displayed in dashboards.
Solution:
We created a singular dashboard with multiple sections that can be used for all projects via the parameters.
After creating this "master" dashboard our team has some feedback that would greatly improve the dashboarding experience for both admins and our external clients.
Requested dashboard updates:
- Global parameters
- Having the ability to set the parameter for the entire dashboard once. Right now, if a dashboard has multiple sections, the parameters would need to be set for each page.
- Unique Public Links
- We want to be able to provide our clients with public links to the project dashboards, however changing the parameter doesn’t change the public link URL which means whichever parameter was last used is the parameter that will display when a client uses the public link. Could we have parameter data added to the public urls for a dashboard?
- We want to be able to provide our clients with public links to the project dashboards, however changing the parameter doesn’t change the public link URL which means whichever parameter was last used is the parameter that will display when a client uses the public link. Could we have parameter data added to the public urls for a dashboard?
- Wrap text in widgets by default
- Can the widgets default to auto wrap the text? It is a pain to have to go to each column of each table in the dashboard and update the settings to Wrap. I don’t know of any instance where I wouldn’t want to see all of the content in a column.
- Auto resizing of dashboards
- Can there be an option to “auto re-size” the table view widgets? Sometimes there might be 2 line items, sometimes there might be 20+.If we resize the widget for the 20 items, there is a ton of blank space if we only have 2 items. However if we make the widget small, not all items will display on the dashboard when printed or exported as a PDF. Examples of these 2 scenarios below.
- Can there be an option to “auto re-size” the table view widgets? Sometimes there might be 2 line items, sometimes there might be 20+.If we resize the widget for the 20 items, there is a ton of blank space if we only have 2 items. However if we make the widget small, not all items will display on the dashboard when printed or exported as a PDF. Examples of these 2 scenarios below.
- Exporting Entire Dashboards
- Clicking the export button on a dashboard only exports that one particular section of the dashboard. We have multiple sections to help us organize the content, and it would be nice if when we click “Export” we had the option to select just the section we are viewing or the entire dashboard content. Having to export each section individually then combining them in Adobe before being able to send out is a pain.
great ideas!
Appreciate the detailed suggestions on Dashboard, Ashley Fischer. They are with our product team now. Thank you! 👍🏽
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