Dashboards for Open Approvals
Create a dashboard for 1) Open Task Approvals and 2) Open Project Approvals to stay on top of approvals needing your attention. This is helpful for all team members to set up a well. These dashboards can be set up to include tasks or projects from all spaces to allow for one, quick and convenient location for you to access any open approvals.
Hi Amber, approvals are important, and monitoring them is very important! No one wants the processes to be stuck, right?
I would like to take your suggestions one step further. You can utilize the 'files' widget to monitor files pending approval. If you use 'guest reviews', another 'files' widget can be for guest reviews. Visually they are more distinctive and I find them more user-friendly for visual people.
Have a good one!
Aybüke Novosad Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Aybüke Novosad Wrike Team member Become a Wrike expert with Wrike Discover
I didnt realise you could have a files view for approvals so this is great just from looking through the forum!
Can more spaces be added to the 'files' widget? I am trying to consolidate all approvals to one widget instead of having 4 for each of my team members' spaces.
Hi David Kohagen, welcome to the forums 👋
Have you tried using the new dashboads? The widget that could be helpful for you is My pending file reviews, and you can use multiple data sources:
I hope it helps 🙂
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