How to view multiple projects by phase in calendar?
Hello- Very new to Wrike, and wanting to know if it's used for viewing multiple client projects by phase in the calendar? (I'm a landscape designer and I break down my client's project phases by Concept, Revision, Finals, Bid, etc) I usually have 40-50 clients at a time who are all in different design phases. I'm basically looking for a way to track which phase each of my clients' projects are in on one calendar or chart. Hope that makes sense! Thanks 😊
I would create a custom workflow with each of your phases, Concept, Revision, Finals, Bid, etc., as elements. Then, the Gantt Chart view seems like a good way to visualize the state of your projects. If you wanted to see only those projects which are in Revision phase, for example, you could set a filter to show only projects in that workflow state in the Gantt view.
Hope this helps.
Custom workflows could also be used to generate a calendar if you end up finding a full calendar view helpful. Our team is currently playing around with custom workflows as a way to see when products are in-house and launching, and we're finding custom workflows are a pretty helpful way to see all of those projects on one calendar. That also gives us the ability to use filters to turn off specific products or status levels. Using custom workflows adds lots of options for customizing your views.