Task Table View - All of my projects' tasks in one spot

As a user with almost 100 projects I'm working on, it would be nice to have a column&row-style view of all of my projects and their tasks, as well as each task's status. This would allow me to see all of my projects on one screen, and see where I'm at with each of them at a glance. I currently have to use a spreadsheet for this, which works well, but having something like this in Wrike would be awesome.

 

One note: all of my projects have the same tasks.. but I'm sure that if they didn't, that would pose issues with the task table not being uniform, unfortunately. If there were a way around that hurdle, this could be an awesome feature.

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I'm checking to see if there are any updates on this.  I also have multiple projects which share most of the steps (most of the projects within are all the same but some are slightly different).  Is there a way to see the status of all the projects in one or two pages?  We often need to see the completion status of all the grants but not all the tasks since they share are all mostly the same steps if that makes sense; ie. the task completion doesn't update the project status but if someone could see the last task completed, they would know immediately how far along the project is.  

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Juan

Hi Kristy Schaan, you can see the status of all the projects located in a Space in the Status column of the Table view (how to add columns here): 

Also, you can use the Compact mode, which will allow you to see more projects on the same screen:

Alternatively, if you'd like to see all the projects in your account - not only in one Space - you can create a New Dashboard widget based on projects and select Entire account as data source:

Is this what you were looking for?

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Thanks for the information Juan,

I am able to see all of the completed tasks in a report, however they are sometimes out of order (I understand the only way to fix this is to number the tasks), AND I have over 38 projects and the head of my organization would like the current status of each project (current task/tasks being completed) at a glance, ie. 2-4 pages would be ok.  I can see that a compact view may help but I'm thinking the only way to see the task/tasks currently being worked on would be to do automation rules for each task that would change the status of the main project.  Would you concur or do you think there is another possible workaround?

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Juan

Hi Kristy Schaan, you can indeed create an automation rule to change the status of your projects to Completed when all their direct subitems are set to this same status. Please, let us know if you need further assistance with that.

Also, may I ask if you have tried using our Project progress feature?

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Thanks Juan,

I have looked at that a little bit, although I would prefer the progress to be in the header section of the task or project and it looks like this might have been changed with a recent update to be in the data inside the item view?  Can I still choose to have the task progress in the header with the task instead of at the item view level, and is it possible to assign % of the total to each subtask which accurately reflects the progress of the entire task, ie. subtask one is 10% of total and subtask 2 is 50% of the total.  Therefore the progress percentage in the task would reflect 60% when those two subtasks are done, instead of making all subtasks equal parts of 100%. 

As far as the status of the project goes, I think I am talking about something a little different:

I am looking for an automation rule that would change the status of the project to the last task completed; ie. Task 1, 2 or 3 (if you look below), so the current progress of each project could be determined solely by looking at the status of the project.  In this scenario, progress isn't as useful, since some tasks are meant to reflect 1 important action and take one day and other tasks take 3 weeks and have multiple subtasks shared by different groups in the agency, and specific task completion represent an understandable milestone for all since every project has the same steps.   Does that make sense?  

Project 1     

Task 1

Task 2

Task 3

Task 4

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Thanks for your help on this also!  I appreciate you hanging in there with me.

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Hi Kristy Schaan, I'll jump in here for Juan while he's away.

For progress project, it's shown in the Table view if you enable the "Progress" filed and it's not shown for tasks as it's only calculated for project based on set metrics - it can be measured as completed tasks, duration of completed tasks, or tasks and duration average. Project progress calculation depends on how many tasks you have under it, and it's not currently possible to set up more "value" to one of the tasks. Hope that makes sense. 

It's not possible at the moment to change a project's status when one particular subitem of this project is completed. It can only be set up when all subitems are completed. 

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

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Thanks for the information Lisa.

 

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