Dashboard - why is it now in a menu (2 clicks away) instead of at the top (1 click away)
Regarding Dashboard in the New Experience:
Now it is in a menu on the right side. It used to be at the top of the page.
1 click from anywhere in the middle of the page
2 clicks - and also having all the way over to the right hand side of the screen
This is not an improvement, this is a deterioration in expediency.
The thing that makes Wrike so different is there is never just one way to do something, or one way to get there. Personally, I detest the home page and never work out of it (fonts are all wayyyy too large and I hate truncated space names).
That said, I work directly out of the list of spaces from the upper left hamburger icon, and whenever I'm in a space there's a list of all the dashboards I've made right there in the space listed in the TOOLS section. And you can even duplicate your favorite tools into other spaces you work from so wherever you go in a space... your favorite dashboards are all listed right there to choose from.
If you like the new home space, you can pin any dashboard you want and also re-arrange the home space so your pinned items are all at the top of the space in plain view. You can even drag and re-arrange the tiles in the pinned section to your liking :)
There is a third way to get to them I saw once, but I forget how I stumbled across it lol.
^ the above is nice but doesn't apply to those of us who have only 1 Dashboard and spend their entire Wrike experience interacting with that 1 Dashboard.
The update continues to make my Wrike experience laborious instead of efficient.
Hi Kelly! I agree there's a lot more clicking in the new experience... I get dizzy going back and forth all over the place now. But if you have 1 favorite dashboard, I'd pin it to the home page so you always see it in the home page. Then it's always just one click to dive right into it.
I used to work out of my favorite dashboard like you do, and in fact it's still pinned to the top of my home page when I switched to the new experience. I just stopped working that way because I'm a "power admin" and find myself jumping all over the place. But that dashboard is always there on the default home page, waiting for me to open it with just a click. I just had to add it there:
Hi John, it's still 2 clicks. I don't use my home page. I use my Dashboard only, as well as project lists.
So now my entire experience is:
2 clicks - Dashboard.
Click on Task.
Oh wait, do I want to see project details for this task?
Clicks project name and taken away from Dashboard to Project List view (which USED to be pinned to the left hand side)
Done referencing project details.
2 clicks to get back to Dashboard.
and on and on forever until infinity. Except infinity x 2 because now all switching between Project Details and Dashboard tasks takes twice as long.
^^^^ all of the above used to be *all on one page with zero clicks to switch views*
Ah, but when I open Wrike... it opens to the home page for me and the dashboard is right there top and center since I've pinned it there. One click to open it.
Another option if you use the desktop app, since it is an electron-app, it works like a browser and I'll have one tab open for my dashboard (after I click once on it from the home page) and the next is open to a space or task or whatever I need, and I open this next tab by right-clicking and choosing "open in a new tab". And I'll even open more tabs so I don't have to keep hopping all over in Wrike and can just switch tabs to go to something else I'm working on in Wrike. My dashboard never closes and I can go back to it like a browser tab... and by right-clicking on projects/tasks I can open them in new tabs then close them when done.
But I'd talk to your organization's success coach if you have one - they might be able to walk you through the best way you can get to your workspace/dashboard as quickly as possible.
I admit I didn't like the new experience, but we're preparing to roll out Wrike to about 30 users/collaborators and I've literally spent the last 3 weeks setting up all the workspaces, dashboards, etc while still working on the stuff I had before I took on being a Wrike admin. So I've been living/breathing in Wrike the whole time and now I'm able to do things without all the clicking I had to do before ;)
Regardless of what I set my Wrike to open to, as soon as you start going back and forth between Project Lists and Dashboard tasks, every switch is multiple clicks away.
We don't want 1 tab open for Projects and 1 tab open for Dashboard. As soon as you interact with a task on Dashboard in which you want to to click to see project details, then you've converted your "dashboard" tab to a "project" tab. Using 2 tabs as you suggest would be even more cumbersome: "Hmm I want to see the project details for this task, let me go up here and click over to my project tab and hope I remember the project identifiers in between moving to a new visual space, locating the project, seeing details, then clicking over the other tab" ??
Sounds like for Wrike users who have complicated setups then the New Experience can help organize their complicated setup better.
For those of us who value simplicity and want to be able to use Wrike simply, in the way that we are using it, the New Experience has cluttered up the process.
There is no "magic setup" that I'm not seeing for the way that I use Wrike. Been on the phone with multiple Wrike folks and they said thems the breaks, deal with it, have fun clicking.
Adding, since I appreciate your eager championing, that every time you interact with the Project List it is now fully collapsed. So if you've taken the time to organize projects into many sub-menus, and want to have a top-down look at projects, you have to click click click about 30 submenu folders to see your full project list.
It's quite silly imo.
I wish I could show you my screen lol... when I have the dashboard open and click on anything such as a task... it opens like a popup and on top of the dashboard which is still visible underneath. I can work on the task, and even clicking on sub-tasks the popup stays in place. When I'm done, I just "x" the popup and the dashboard is right where I left it. If I want to, I could even do this in a dozen tabs at once and they'd all behave the same (though I understand you only want one tab open).
Hi folks, thank you all for reaching out here!
Kelly Hagen Chris Hilliard I'm passing your feedback to the Product team now, thank you for sharing it 🙌
John Rakoczy Thanks so much for your helpful tips here 🤗
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
John Rakoczy, it seems as if you're missing the very important detail I shared that I'm not talking about the task popup, I'm talking about when you want to see the main project details under which the task is assigned. Yes you can click around and view all the tasks as pop-ups all you want and the dash remains underneath. Again, this is not what I'm talking about. We have tasks assigned to a project. A project has large scale details. If you are looking at a task and want to click over to the main project details, it closes dashboard entirely and opens up the project list view.