Job Roles in Reports

The new job role function is a really useful feature that needs to be more readily available in different areas of Wrike. It is only possible to use this feature in individual tasks and in the workload view but not in reports, dashboards or anywhere else. In order to predict and plan resource against capacity in future, it would be great to be able to pull Job Roles into reports the same way we can assignees. 

19
8 comments
Spot On Innovative Approach Stellar Advice
Avatar

Hannah Corbett I was only looking at this myself yesterday.  Upvote for you 😄

2
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hannah, you mention using Roles in workload view. How do you do this? I don't see how to add a role to a workload chart, only users and groups.

 

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

I fully agree that you need the job roles and the assignee's in one overview to enable good resource planning

 

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hey everybody, thank you for all of your feedback! It's been passed on to the Product team.

Jason, you can see job roles on the Workload chart if you click add grouping in the top left corner of the chart. The option to group by job role should appear then 😊

1
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

When will this get functionality get pushed to us end users?

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

When will this functionality get pushed to us end users?

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

@...  Yes, this allows you to group by role, but it still only shows assigned tasks. It does not show you a Role as a generic holder for assignments. You have to use the Backlog Box to see those; they are not included in the actual workload chart section. 

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hi Jason Pontius, thank you for providing more feedback here! It's been passed on to the Product team.

Hey Avi Patel, I don't have an update from the Product team on the status of this thread. If anything changes, I'll be sure to let you know.

0
Comment actions Permalink

Folllowing List for Post: Job Roles in Reports
[this list is visible for admins and agents only]

Didn’t find what you were looking for? Write new post