How to Manage Weekly Ressources Target and Progress tracking with Historical Data in Wrike?

Hello Wrike Community,

I’m looking for a way to set up weekly tracking per task in Wrike that includes:

  • % completed (actual progress)
  • % planned for the week
  • Weekly priority
  • Weekly objectives
  • And most importantly: a historical view week by week to analyze progress trends.

Idealy this foolow would be done here by the ressource weekly : 

Here’s what I’ve explored so far:

  • Custom fields + Table view → works for the current week, but doesn’t provide historical tracking.
  • Weekly reports → give a snapshot, but not a consolidated history.
  • Wrike Databases (Pinnacle) → allow creating a “Weekly Journal” table and linking records to tasks via Link to database + mirrored fields. However:
    • Data entry is still manual.
    • There’s no native automation to create records or update links each week.
    • An no real link with the task itself from the task or project view

👉 My question to the community:

  • Have you found an efficient way to automate or simplify this process?
  • Are there any best practices for managing a one task → multiple weekly records (history) relationship and easily visualizing this data in project views or task details?
  • Do you use Wrike Analyze, Datahub, or integrations (API, Zapier, Unito) for this type of need?

Thanks in advance for your insights and ideas!
Claude

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1 comment

Hi Claude Perreault, it seems there hasn’t been any Community input here yet on your questions and best practices. Please feel free to reach out to our Support team if you have any specific questions. Thanks! 🙏🏼

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

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👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

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