Space overview vs tools

1. Day-to-Day Tasks: If you're working with tasks on a day-to-day basis and need to focus on individual items, custom views are the way to go!
2. Project-Specific Details: These views come handy when you need to drill down into the specifics of a particular project. You can highlight only relevant tasks, subtasks, and milestones to get a detailed look at project progress.
3. Consistent Layout Across Projects: If you have a standard layout for viewing tasks across various projects, custom views are fantastic for maintaining that consistency.
   
   

1. At-a-Glance Metrics: Dashboards work best when you need a quick overview of regular metrics.
2. Multiple Metrics Together: Dashboards let you see several key metrics simultaneously, providing a comprehensive snapshot.
3. Executive Reporting: For high-level reporting, dashboards can succinctly present important information to stakeholders.
4. Team Collaboration and Updates: If your goal is to keep the team updated on tasks, deadlines, and priorities, dashboards offer a collective view that supports team collaboration.
   
   I hope this helps you to decide which path to take based on your needs, let me know if you have any more questions! 🙂

Rohan V Community Team at Wrike Wrike Product Manager Conviértete en un experto de Wrike con Wrike Discover

Rohan V Wrike Team member Conviértete en un experto de Wrike con Wrike Discover

Rohan V, Thanks for these tips. I am inclined to use custom views whenever possible, but having too many is obviously confusing. The combined metrics makes total sense.