What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

Blueprint or Template Dashboards

4 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Glyn Thomas

    When we went through our onboarding we were shared dashboards by Femi and he handed over the control of the dashboard.ย  I unfortunately didnt keep the shared dashboard to double check whether Femi is still involved with the task.ย  But when he was removed from our account the dashboards were still available.

    If you got a spare licence could you not use that as a "Development" account and create the dashboards in there for all to access?

    ย 

    ย 

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Spencer Turkot

    I think a simple solution for this in interim is to just have the person duplicate the dashboard and rename as needed so it stays on their profile only.ย  Once they duplicate the creator can easily delete without impacting the other person

    Is this helpful? 2
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Lisa

    Thanks for your feedback Heather Laedtke! And thanks for providing info on how you're doing this, Glyn Thomas and Spencer Turkot ๐Ÿ™‚

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

    Is this helpful? 1
    Comment actions Permalink
  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
    Avatar
    Heather Laedtke

    Thanks Glyn and Spencer! We just started setting up universal dashboards on one of our spare licenses and it is working great. Since we like to keep the dashboards for when new people start or transition roles, we don't want to duplicate and delete the original.ย 

    Is this helpful? 0
    Comment actions Permalink

Please sign in to leave a comment.

Folllowing List for Post: Blueprint or Template Dashboards
[this list is visible for admins and agents only]

Community

Welcome ๐Ÿ––

Hi there! ๐Ÿ™‚ Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome ๐Ÿ–– Have you checked out this week's Release Notes yet?

Hey! ๐Ÿ‘‹ Curious about something? Visit How To to search and ask the Community for answers.

Welcome! ๐Ÿ‘‹ Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.