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Add Exclusions to Filters and Dashbaords

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    Heidi Atkinson

    This would be very helpful. I've run into a couple of issues where an exclusion filter would help our data quality:

    • Internal quality control checks - see if any tasks of type A are not in a customer subfolder
    • Filter out unimportant tasks - we have a custom field to indicate which stage of a process each task in a project is. But there are dozens of stages, and for most reports it is much slower to select all of the tasks that should be included than it is to exclude the handful that aren't relevant to that report.
    • Better dashboard management - we'd like to show different buckets on the dashboard for tasks that are assigned to me in folder X and a separate buck of tasks that are assigned to me in all other folders.
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    Joel Gold

    (Edited )

    Some other examples where the ability to add-on a "exclude" or "notin:folder" filter would be needed.

    When trying to set up a shared "My to do List" dashboard with my entire team that dynamically shows each team member all of their tasks across all of their projects in one place, hence when setting up the dashboard nothing is selected for the Include Tasks From area of the widget setup, we want to include every single project the user is working on in one widget,ย and we only applyย the following filters:

    Widget 1: My tasks today:ย  ย assigned to;Current User, Tasks to do;Todayย notin:templates, notin:personal

    Widget 2:ย My tasks Overdue:ย  ย assigned to;Current User, Tasks to do;overdueย notin:templates,ย notin:personal

    The issue is as follows: we have all of our projects in a All Projects folder, and then inside of that we have Project 1, Project 2, and so forth. Only the Project xย folders are shared with each project's respective team. Managers are shared to either multiple projects they are on, or (in the case for execs) they are shared to the All Projects folder, in this way users only see what is relevant to them.

    ย 

    The complaint we are getting is that users personal tasks are coming up on their work dashboard (tasks they create in the Personal folder that gets created with each new user) since we cannot have the "notin:"filter. And trying to limit the widget to only report on theย All Projects folder doesn't work because not every user is shared to this parent, for a user that is only shared to theย Project 1 folder this widget will return no tasks (even though they have share permissions to a limited area of theย All projects folder, onceย we filter theย Include Tasks From:All Projectsย only users with share permissions to that All Projectsย parent folder see anything out of the widget).

    ย 

    Similarly Users that have access to the Templates area of our folder tree and to the shared Dashboard, now see template tasks on the dashboard, because again we cannot do the notin:"Templates folder" filter, and again as before, drilling the widget to only report on a parentย All Projectsย folder really mutes the entire purpose for applying sharing rights (or giving up on efficiently deploying and sharingย dashboards to an entire team at once).

    So without exclude filters we have to either: a) give up on using the shared dashboard feature efficiently and have to build the same dashboard again for each user (and update 60-100 users every time a change is made), or b) stop using share permissions efficiently.

    A bit long on the use case, but this is something we are actively dealing with and have not found a solution to yet.

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    Roxane Carrier

    I agree with all of the above - an exclusion filter would be really useful for dashboards.

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    Lisa

    (Edited )

    Hey guys, thanks for sharing your feedback here. Just wanted to mention that there is a "notin" Search command, and search results can be added to a Dashboard

    Please visit our Help Center for more info on Search. Hope it helps ๐Ÿ™Œ

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Ryan Leichty

    This would be extremely helpful.

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    Colin Strickland

    (Edited )

    Notin requires you to select every task with a sub task as well as every folder/project. This is not a great work-around.

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    Colin Strickland

    (Edited )

    I would like to create two separate dashboard widgets showing "New Hire Tasks" and "Non-New Hire Tasks." I want the New Hire Tasks dashboard to only show one folder assigned to one person within a giant-department wide folder (parent of New Hire Tasks folder). I want Non-New Hire Tasks dashboard to show all tasks assigned to one person within the overall folder - but exclude the tasks in the folder "New Hire Tasks" that I have a separate dashboard for.ย 

    Notin requires you to select every task with a sub task as well as every folder/project. This is not a great work-around. Every time we add a new project within the "New Hire Tasks" folder, it requires us to re-search the non-editable search I've tied to the dashboard.ย  And if we're being throughout, all sub tasks. Multiply this by a monthly change and 10+ employees...

    ย 

    It would create a much clearer Dashboard view allowing a priority of these tasks.ย 

    ย 

    ย 

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    Alex Pardy

    I simply want to create a dashboard widget that shows all tasks Created by me but not assigned to me. Even better if it could also exclude unassigned tasks. Can I achieve this?

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    Ami Wilson

    I need to be able to exclude tasks in our "archive" folders, regardless of their status.

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    Lisa

    Thanks for your feedback here, everyone! I'm passing it all to the team regularly and I'll let you know when I have updates from them.ย 

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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