Reports based on projects and tasks
In my team, we add both tasks and projects. I'd like to be able to run a report based on both criteria, but currently- it appears I can only choose to run a report based on projects or based on tasks. How can I do both in the same report to get a more holistic view of my team's work?
Hi Lexi Wilson, welcome to the Community! 👋
Currently, it's only possible to create reports either on tasks and subtasks or projects. At the same time, when creating a report based on tasks, it's possible to group them by projects. Could that be helpful?
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
This is increasingly becoming a frustration and annoyance to our 400+ users. We are creating unnecessary project custom fields to compensate for the lack of this simply functionality. This needs to be in Wrike' 2024 roadmap
Thank you for supporting this suggestion Christine Bromley!
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
I have about 200 users including 8 designers, Users need to be able to see all their projects and tasks in one place, it's frustrating for them to have to switch from one report to the next. For my designers to track their projects and tasks I created a dashboard where I have side to side their projects and tasks but this is not feasible as a solution for every user. Is there something place that I am not aware of or is something in the works to resolve this issue ?
Has there been any movement on this issue. We are having a similar issue in which we can report on projects, however we need to see the tasks that live within the project to ensure we are moving forward towards a deadline.
Hi Amy Croteau, welcome to Wrike Community 👋
Thank you for reaching out and supporting this idea! I'll now share your feedback with the responsible Product team.
We don't have updates at the moment; be sure to upvote the original post above as votes show our team the amount of interest for different suggestions here.
I'd suggest using other Wrike tools and views in the meantime, for example, would table view work for your team?
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