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[From Wrike] New Experience 'Ask Me Anything' with our Product team ๐Ÿ™‹

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Jason Pontius

    Ivan Saveliev  How do you determine where an object lives?  What I mean is how do you see what Space something is assigned to?  I cannot find a properties view or anything that shows the information about a tool to know it's home location or other info. You can move it to another space, but you can't see what space it is currently assigned to.

    Here's an example of what I mean. Soraya Jung asked above about how to move dashboards to a different space. I provided the answer of using the Move function. However, it doesn't show you where it currently lives, and there is no visual way of determining other than going through each Space and trying to find it. 

    If I go to the Home screen, and then go to Dashboards, I have all of my dashboards which I can select from the drop down menu on the top left (see below).

     

    But if I want to know what Space they actually belong to, there is no easy way of seeing this. If I go to the Move menu in the top right, I get a selection of Spaces that I can move it to. But I really would like it to show me what Space it currently lives in. Here is what the Move dialog looks like:

     

    Why don't you put at the top, Move "Executive" From "Personal" To:   

    Or just put a title bar at the top above "Move..." that shows the current space highlighted.  Something that makes it clear where it currently lives so you can find it, make a proper decision about moving it, etc. This would be very helpful.

    The same thing applies to Calendars.

    Workload charts, on the other hand, have this feature. With Workloads, you edit the settings for them which include the space location.

     

    So here, it is clear how I can see and change the space. In this case, there is no Move command, just a Settings dialog. This is not how the calendars and dashboards work, so it is very inconsistent.  I would prefer that the concept of Settings be used consistently and "Moving" a tool such as a dashboard or renaming it is done just like it is in the workloads; through the Settings dialog. This also makes it possible for future extension of additional settings easily added to the UI. This would clean up the UI flow, make it more consistent, and would allow users to find things easier since it is a standard UI experience.

     

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    Jason Pontius

    I find that Pinning a Calendar is inconsistent and confusing. It took me quite a while to figure out how to pin a calendar to the Home screen. If I navigate to Calendars, there is no way to pin it. You HAVE to go to the Space where it lives, and then select it from the Tools, and then Pin it from the breadcrumbs navigation. 

    All other tools you can pin from within the overall tools group, such as Dashboards. When you go into a dashboard, you can pin it because the breadcrumbs look like this:

    Same holds true for reports and workloads.

     

    However, with Calendars, the calendar view has no breadcrumbs with a pin and you can't select a specific calendar to pin at all from this view. Here is the breadcrumbs trail for Calendars view.:

    And here is the context menu for a given calendar:

     

    There is no way to pin a calendar from this view. You HAVE to go to the Space where it lives in order to get to the Pin option. Here is the breadcrumbs trail if you access a calendar from its home space:

    Now we have a way to pin it.

     

    There should be a way to Pin a calendar from the overall Calendars page just like you can with dashboards, reports, and workloads. It should probably be in the individual calendar settings or context menu, but somewhere. The lack of pinning in the Calendars view is very confusing.

     

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    Ivan Saveliev

    Hello again, Community. Great to see more questions and feedback from you here!

    Jeff R, Thank you for your insight. Regarding the ability to jump between projects and spaces without going through the My Home page and the ability to see the overall structure, this feedback is very consistent with comments from other users. Weโ€™re therefore working on closing this gap. Also, you mentioned that the new UI simplifies some things, could you please tell us more about the instances where you find it helpful?

    Jason Pontius, Thank you for this idea for the recent items. We are trying to provide enough flexibility to allow users to customize the My Home page, but the idea of changing the number of recent items definitely makes sense, thank you. 

    As for the search functionality, the global search has such an option - when you enter something into the search field, you can use the checkbox below it to narrow your search to the current space or even to the current project. 

    When you mentioned that everyone can edit your Workload chart, did you mean that everyone can add tasks there, reschedule them, and change the effort allocated? 

    There is a way to set this up. You can give all of the space members editor access at the Space level. Then for projects and folders inside the space you can choose where certain space members should have more permissions and choose a higher access level for those instances. In that case, space members will have editor access to the tools in Spaces. Also, you can configure what every access role can do within each tool.

    As for the 'Operations Report', my recommendation here would be to create that kind of tool in a space to be accessed by certain team members only, so that it will only be shared with the relevant team.

    Providing the ability to see the parent space from within the tool is one of the things that we are going to address in updates to the New Experience, as well as bringing more consistency to the โ€˜moveโ€™ option across all tools.

    And as for Calendars, that's correct, currently a Calendar can be only pinned if opened from a space. We do consider implementing a way to pin a specific Calendar from the Calendars View in the future, but for now there are some blockers from the technical side.

    Soraya Jung 1Marjorie Downey Thanks for your participation in this discussion! 



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

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    Jason Pontius

    Ivan Saveliev,  Thanks for the information. Here are my relevant responses.

    I missed the checkbox on the search. Looks like the global search may have been updated recently as it seems different. Or maybe I am just paying closer attention.

    I mean that Workload, or any other tool, in a space automatically gives permissions based on the space. So I can't restrict access to it if I don't want them to mess with it because they have access to the overall Space. I would need to limit the Space permissions and then add permissions to every sub item I want them to be able to edit.

    The notion of creating a bunch of spaces just to organize tools that only certain people should access seems like a bad solution. Anything, including tools, has to carry at least the same level of permissions as the space. You can't restrict, only add permissions to items within a space. So if I have a project report or something I don't want them to access, it must live somewhere else.

     

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    Andreas Wastl

    Following the discussion in this thread I currently wonder: Will the "New Experience" the default when it is released to public or is it an option to choose and change only as an alternative? We are currently demoing Wrike to a lot of clients and leads. Our business application use 3 spaces (Templates. Planned Activites (=Request Form Tasks) and Activity Projects) and it would be quite some change in experience not seeing the full navigation hierarchy. A fix/forced change to the "New Experience" would be a breaking change for them in there expectation. This of course is the situation for all users.

    For the Homepages: The Space names there are heavily shortcut to show only 10-14 chars (in my situation). This does not change with higher screen resolution or lower zoom factor in browser. Could you please make the names in the tile of the homepage to use multiple lines.

    For the Recent and Pinned the cut down of the title is less dramatic but the the names of folders and projects in our business application leads to a real cryptic display where you cannot really see what is referenced there. Our folders and project use a lot of more chars. They are shown wider and more complete in the navigation hierarchy (even with the largest width of the tree area):

    There is some hover action in the tree but it does not show the full name even. I know this is standard behaviour of the tree but it would be very helpful to improve here as there are good reasons for us to have such long (or even longer) names.

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    Jason Pontius

    I agree with Andreas Wastl on some of these points.

    Spaces names on the home page should indeed wrap on the tiles so that more of the name is visible. Any Space name that is multiple words or even one long word gets cut off. I think 2 lines, or possibly 3, would provide most names enough space to be visible. Possibly even drop the font size by one step.

    The Recent and Pinned tiles are wider, but could benefit from a slightly smaller font as well, and even a two line wrap.

     

    I also agree that the hover behavior should fully show any truncated titles.

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    Soraya Jung

    Ivan Saveliev Just echoing Jason's feedback regarding the Tools. All our Calendar's/Dashboards/Reports are shared with the necessary teams, but now I don't want to add them to a Space because they'll adopt that Space's permissions. 
    Additionally, it seems like we can't have the same Tool in multiple Spaces - for example a Dashboard?

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    Daniel Petrov

    Everything Jason Pontius said... Seems like form is winning out over function ๐Ÿ˜”

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    Marcin Kwiecinski

    (Edited )

    Ivan Saveliev Here are my answers. I was no vacation, so that's why it's deleyed/

     

    Thanks for sharing your insight. Regarding the spacing between folders/projects, we are considering making it a bit tighter. Regarding the search in the left pane, I have a few follow-up questions:

    1) Did you try to use the global search in the top right corner instead? 

    Yes I tried, but it's time consuming. During the review I am focused on left pane and central one. Using global search on the right is deconcetrating - I need to move mouse to right upper corrner, search the folder, move mouse to "projects and folders", click it and then I am switched to my folder.

    Comparing to fast search on left pane it's not so good, however the global search looks really nice. But non functional comparing to older solution.

     

    2) If we were to provide a quick search in the folder tree within the current space only, would it be helpful for you? This would be different from what was previously available. 

     

    Yes, It would solve my issue as I use lot of projects and folders in one space.

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    Ivan Saveliev

    Hello everyone, thanks a lot for all your feedback and questions here, your input is immensely valuable!

    Jason Pontius 

    There shouldn't be any changes in the global search. And the checkbox is still there, when searching within a specific space/project/folder. As for the Tools, it is still possible to work with them in the old way, in case there is no need to share them with all of the space members. Weโ€™ll definitely think more about that use-case on our side, so thanks a lot for sharing! 

    Andreas Wastl  

    The New Wrike Experience is intended to be the default UI of Wrike in the future. However, we are not going to release it until we make sure that our existing customers are comfortable with using it. So, right now, this is in the test phase. We donโ€™t want it to be disruptive to your current workflows or your current experience. That's why your feedback here is so important to us.

    Regarding the cut down of the tiles: we'll introduce an adaptive layout soon, so these tiles will be wider on most screens. Weโ€™re considering other options to show the list of spaces as well (e.g. a list instead of tiles). Also, we are working on updating the folder tree, in the new version you'll see full names when you hover.

    Soraya Jung

    Thanks for the feedback. Youโ€™re correct, a Tool can only belong to one Space and only in that scenario will be displayed in the Tools section. I see your point on Tool permissions, but in order to provide a single source of truth for all members of the Space, and to keep the access model simple, we do inherit the access roles from the Space level.

    Marcin Kwiecinski

    Thanks a lot for elaborating on this. We will consider that when working on the next iteration.

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    Lisa

    Thank you again, everyone! Your feedback has been extremely helpful! Weโ€™re closing the โ€œAsk me anythingโ€ session with Ivan for now, please stay tuned for more information on the New Wrike Experience! ๐Ÿ™‚

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    Shannon Cate

    I've been using the New Experience for a couple days now, and I restate the sentiment of others, that the ability to toggle back and forth across projects, dashboards, reports, workload charts, etc. is cumbersome when you most go home to get anywhere else. I prefer the previous main navigation aspect. That being said, maybe you can address this by creating a dropdown from the Home icon, that allows us to select those main navigation places we want to get to quickly? That way it still keeps the clean/focused look you are going for, but allows us to toggle quickly between 2 views quickly.

    Example use case, as traffic manager, when planning for scheduling incoming work from request forms, I need to toggle between the project I am reviewing and scheduling and the workload chart, so I can assign to the most available resources. This is now far more cumbersome for me, and this is a large part of my job.  I hope that helps.

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    Dale McBroom

    Could we get 3rd party calander sync?

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    Lisa

    Thanks a lot for providing your feedback and use-case, Shannon Cate! I'm passing on your insights to the team now ๐Ÿ‘

    Dale McBroom Integrations are not part of this New Experience project. Could you please create a post here? Thanks ๐Ÿ™‚

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    Ella Greene

    I'm sorry if this is already listed on the thread, but I find it really challenging to navigate up and down through the levels of a project in the New Experience. In the example below, I'm in phase 5 of a project and trying to "zoom out" to see the whole project and grab the permalink for a colleague. Usually I would expand the left nav and skim, looking for the highlighted item and click above it OR look for breadcrumbs/file path somewhere near the top and click back to the level above. I wish that were easier. :)

     

    While we're at it, I wish these were easier in reverse as well. To open up/"zoom in" on a phase of a project from table view also can't be done by clicking it or double clicking it, you have to go to the nav bar and play "I Spy." Small problem, but also seems like an easy win to make that easier. Thanks!

    mdr

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    Lisa

    Hi Ella Greene, thanks a lot for reaching out and sharing your feedback!

    The team hasn't made changes to breadcrumbs, everything should work as usual in the New Wrike Experience. If this is a persisting issue, I'd advise you to contact our Support team. Let me know and I'll be happy to raise it to them!

    I've passed your feedback on the project "zoom in" in the Table View as well. The team has this on their radar. Right now it's possible to "Open" from the context menu (right-click), so it's possible to zoom in without the folder tree. Hope it helps! 

    mdr

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    Andreas Wastl

    It seems as if the roll out of the New Experience is not too far in the future. So I believe we will see it in the current form as is to go public? This is how I see the homepage of our business application in our sandbox currently:


     

    Due to the lengths of the used names we see the displayed values in the tiles as very often cut and with "..." appended (~50%). The spaces are still distinguishable (also due to the icon) but you also see that the recent and pinned tiles show identical project names as they distinguish only on the last characters (a number). I need to hover over each of them to see the full information. And this takes a moment to come up for each tile and having many abbreviations, it takes many moments.

    My suggestion is to show (by default or configuration) at least 2 lines (maybe more) of each individual information in each and every tile. Alternatively you may allow a selection of how many tiles in the current format are shown next to each other. This may be specified in an application preference setting or just something which a user can change right at that home screen.

    We would appreciate if an improvement could be considered here.

    mdr

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    Ella Greene

    Thanks Lisa for the reply! I appreciate the tip on opening via context menu, I didn't know that. That works for zooming in, hooray!

    I'll keep an eye on the breadcrumbs issue. Wasn't sure if what I pictured above (no file path) above was functioning correctly, but it sounds like it was a bug. 

    Have a nice day!

    mdr

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    Lisa

    Thanks for your feedback, Andreas Wastl

    The team is planning to introduce the ability to choose the most appropriate layout for any of the sections. So, youโ€™ll be able to choose a simple list layout, which has more space for names, instead of these tiles for your โ€œPinnedโ€ section, for example.

    Ella Greene I'm very glad to hear this helped! Please let me know if there are any issues! 

    Have a great day! ๐Ÿ™‚

    mdr

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