Dashboard Overdue tasks

Hi,

I hae a problem with the dashboards. When I put a widget on the dashboard one thing I wan t to see very fast are overdue tasks. Now you can see on the screenshot a task "Phasegate" due to 30.Oct. So no problem. But the subtask for the same assignee is 16.Oct and already overdue. This subtask does not pop up at the overdue tasks. So it is not vissible, that this is a high mimportant topic. How can I bring all overdue tasks up to the front in a dashboard? I mean also subtasks showing up in overdue?

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Hi Sven Passinger, thank you for reaching out! 🙂

I was testing this out, and here's what I got. First of all, I'm using a custom widget for this and the "Overdue" filter in it. When the parent task is itself overdue, it is shown as overdue and you can see its subtasks under it when clicking on the > sign. But when the subtasks are overdue too, they are shown separately in the widget:

Is this how you'd like to overview the overdue subtasks? Please let me know! 

Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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Hi Lisa,

unfortunately that does not work. I also have an own widget for this overdue.

It works as soon as you use the overdue checkbox. But then it shows only overdue.

If you are making a widget with shows all active tasks it makes the structure as I have shown it. This results that if you have an active task with an active subtask (so subtask has to be finished before the parent task but the same assigne, compare to the parent task phasegate and subtask checklist in my screenshot in the post before) that the assignee does not see the subtask. How is it possible to make a widget which shows the tasks without this structure for all active tasks of one asignee?

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Hello Sven Passinger,

Thank you for your question!

First, it's important to understand that if both the parent task and the subtask appear on the same widget, then the subtasks will always be found under the parent tasks (meaning you'll need to click the ">" sign beside the parent tasks to expose the subtasks). I'm afraid it's currently not possible to have the subtasks appear right beside the parent tasks.

It is possible to have subtasks appear on the widget by themselves if the parent tasks do not match the filter criteria. In Lisa's example above, she is able to show the overdue subtasks on her widget without showing their parent tasks because the parent tasks aren't overdue, only the subtasks are.

However, in your example the widget is showing all active tasks (which includes both the parent tasks and the subtasks), so the subtasks will always appear under their parent tasks. The only way to make them all appear on the same level is to move the subtasks out from under their parents (meaning they would no longer be subtasks). However, I understand this is not a preferable solution.

For this reason, it's best to use two different widgets on your dashboard: one to monitor all active tasks and one to monitor all overdue tasks.

I hope this info helps!

Please let us know if you have further questions. Have a great and productive day! 😀

Aaron K. Community Team at Wrike Become a Wrike expert with Wrike Discover

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Aaron K. Iam sorry but it does not help.

How can we see all tasks is the big question.

In my example above:

TB has the Phasegate as task. But to be able to finish this several people have to deliver input. TB himself has also tasks to do (e.g. checklist). The checklist has to be done until Oct 23, because other people need the input to deliver their subtask.

How can TB see his subtask checklist. He needs some time for it, so if the task is overdue it is too late. He needs to see the subtask when he should work on it. So it has to become visible in his dashboard before Oct 23.

I think this is a very common case in project management. So how to solve this in Wrike? 

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Hi Sven Passinger,

Thank you for your comment and I understand your concern about being able to easily see the subtasks that need to be completed.

As we can see from your screenshot, clicking the ">" next to the Phasegate parent task on your widget will reveal all of the subtasks that TB needs to work on. Remember that if both the parent task and the subtasks are on the same widget, then the subtasks will always be "hidden" under the parent task until you click the ">" sign. 

If TB, or any of your users, seem to miss the important subtasks because they are not clicking the ">" next to the parent tasks, then I recommend you mark these subtasks with high importance (https://help.wrike.com/hc/en-us/articles/209603829-Importance) and create a new custom widget on your dashboard to display the subtasks due this week that are marked with high importance. 

Here is an example of how to create a custom widget like this: 

 

On your dashboard it will look like this next to your To Do Today/This Week template widget:

Notice how the important subtasks could be hidden on the first widget if you don't click the ">" sign, but they are always clearly visible on the second widget.

I hope this solution will help your team stay on track with the tasks and subtasks they need to be working on.

Please feel free to post any additional questions. Have a great and productive day! 😊

Aaron K. Community Team at Wrike Become a Wrike expert with Wrike Discover

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Hi Aaron K., I am sorry but this is not a solution. So I would have to mark all subtasks with high importance and if I forget one I will miss the date. Also I need the high importance mark for really important tasks and not for such trivial things. 

Please think about: the task ends at 01.03.2021. The subtask ends at 14.12.2020. Some other people have things to do after the subtask so the parent task can be finished. So you expect that the user scrolls every day his ciomplete list of tasks and opens up all subtasks. That is not useful. So at the moment I can only say Wrike is not able to monitor if the task holder has also a subtask. This for sure will end up in a mess. If somebody is working on tasks (for them I want to have a dashboard) he is not interested primarly which task is parent or subtask. He wants to know when he has to deliver his results and this can not be seen at the moment.

So Wrike always wants to be a work management tool. Sorry you missed your target here.

We need a solution and the most simple would be to make a widget without subtask structure, but which simply lists all tasks of one person in a row only sorted by date.

Regards

Sven

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Hi Sven Passinger,

I'm sorry that solution won't work for you. I have shared your feedback with our Product team for their consideration in future updates. You can also follow along with a similar feature request that has been posted to our Community here: https://help.wrike.com/hc/en-us/community/posts/360036555674-Individual-sorting-for-subtasks-in-widget.

In the meantime, your users can see both tasks and subtasks all on one list, sorted by date, on their My to-do:

Select "Plain" to see the tasks and subtasks separately and "Hierarchical" to group the subtasks underneath their parent tasks.

Please let me know if you have any questions about this. Thank you! 😄

Aaron K. Community Team at Wrike Become a Wrike expert with Wrike Discover

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