Custom Views and Default Views

Curious about the custom views and default views. Did anyone have to reset all of theirs? I'm trying to determine if it was a Wrike issue or if an internal user did something.

Upvote 1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
13 comments

Hello, Yes the support confirm me there is an issue. You can open a ticket to be contacted when it will be solved

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Shelly Erickson Please let me know if you'd like me to raise a ticket for you 😊

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you Lisa. I submitted a ticket. Hopefully it will be a quick fix!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

The support tells me it should be solved. On my side most of my views are back.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Julien Delille     I can see they are working on it but still having issues ... duplicates and my defaults aren't back.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Shelly Erickson : I cleaned some old stuff wich came back and reassigned my default views 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Did this get resolved?  I can't find anything in HELP to help individuals to assign a default view.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Curtis Jackson, this Help Center article has the detail on this. Check out the section on Custom Views. Does this help you achieve what you're trying to? If you need more help be sure to let me know 👍

Elaine Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Elaine Wrike Team member Become a Wrike expert with Wrike Discover

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Elaine, thank you.  I did not think about considering this a custom view.  However, your instructions is not pertinent to LightSpeed.  I was able to translate the instructions to fit the navigation for LightSpeed.

 

The "+" sign does not exist anymore next to the views listed.   You have to click on "All".  Then click on "Add View" where the "+" exists.  There are a couple more changes that need to be updated.

To set a Default View, you click on "All", then the 3 dots next to the view you desire as a default.

 

There are other differences also.  Thanks for pointing me in the right direction.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I do have another question.  If I save the Custom View, it appears to only be available for that project only.  I thought it would be in the selection for views under "All" if I saved it and available for at least any of my projects.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you for your feedback Curtis Jackson! Our Help Center is being rewritten at the moment and it takes some time, but we're committed to update it asap. Thanks again for flagging it!

Custom views work for specific spaces, folders, or projects, yes. 

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

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you, Lisa.

I think you misunderstood my question about Custom Views.  I had expected the Custom View that I created to be available for all projects in our space if I selected "Public".  If the choices had been, "Personal" or "Project Only", then I would have understood to mean only this project.

Can the feature be changed to create a Custom View that is available for the whole space if I select "Public"?  Maybe have three options:

Personal  |  This Project Only | This Space Only

 

Just a suggestion/request...

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Curtis Jackson, thank you for your reply! You are correct in your understanding: the custom view is applied to the folder/project where you create it only. Also, by making it "Public", you will make it available for other users but only in that project/folder. 

Thank you for your feedback and suggestions! I've passed your comments on to our dedicated team 👍

If you have any additional questions, please let us know 🙂

Juan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Juan Wrike Team member Become a Wrike expert with Wrike Discover

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Custom Views and Default Views
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post