Dashboards
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How are people leveraging the new dashboards for weekly and monthly meetings? We built some boards to look at tasks by projects but subtasks are left off some times. We want to find a way to see a wholistic view of our teams work and deciding on which widgets and setup are the best.
This is a loaded question! I recently built a new dashboard for a bi-weekly team meeting and I'm also working to roll it up into a monthly executive view.
Definitely start by structuring the dashboard layout. I actually white boarded this before even looking at Wrike! Split it into sections by purpose, not just by project. For example:
Section 1: In-Progress Work
Purpose: To surface what’s currently being worked on
Widget 1: "Active Tasks by Assignee"
Filter: Status = In Progress
Include subtasks
Group by: Assigned to
Sort by: Due Date
Widget 2: "Overdue Tasks by Project"
Filter: Due date in the past and not Completed
Group by: Project/Folder
Add subtasks
Section 2: Risks & Blockers
Purpose: Identify where work is stuck or off track
Widget 1: "Tasks in Review or Pending Approval"
Filter by Status or Workflow Stage = Review
Approval status = Pending (optional field)
Widget 2: "Tasks Without Due Dates"
Helps catch anything slipping through the cracks
Widget 3: "Tasks in On Hold/Blocked Status"
Custom workflow stages grouped into a "Blocked" bucket
Section 3: Team Capacity & Workload
Purpose: Balance workload and avoid burnout
Widget 1: "Tasks Assigned This Week by Person"
Filter: Created date = This week
Group by: Assigned to
Widget 2: "Tasks Completed This Week"
Helps celebrate wins