Heather Laedtke

October 23, 2019 16:57

Blueprint or Template Dashboards

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Here is a common scenario my team experiences: A new employee started on our team who is new to Wrike. I created a new dashboard for myself titled 'Ashley Dashboard' and set up widgets for her with 'current user' selected. I then shared the dashboard with her so that she can instantly use that as her main dashboard and all of the tasks in the widget will be assigned to her, rather than me. Now, I have 'Ashley Dashboard' in my drop down, even though I don't need it anymore. If I delete it, it will delete for her too. 

We would love to be able to create a blueprint or template dashboard that can be shared to multiple users, without having the creator of the dashboard have it listed as their own personal dashboards. That way I can send the template dashboards to whoever needs them without having to own them myself. 

 

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  Glyn Thomas

  October 24, 2019 11:25

  When we went through our onboarding we were shared dashboards by Femi and he handed over the control of the dashboard.  I unfortunately didnt keep the shared dashboard to double check whether Femi is still involved with the task.  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?

   

   

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  Spencer Turkot

  November 13, 2019 03:24

  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.  Once they duplicate the creator can easily delete without impacting the other person

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  Lisa

  November 13, 2019 14:11

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

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

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  Heather Laedtke

  November 13, 2019 14:15

  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. 

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