[Status: Launched ๐ (Public Links for Table View) ] Custom Fields on Snapshots
It would be great to be able to display custom fields on report snapshots.ย We have a custom field called "Responsibility" where we specify whether a certain task is our responsibility or the client's responsibility.ย When we share a snapshot with the client, the values in this custom field would be very helpful for the client to see.
Hey Priscila Ferreira, thanks for your interest here! Could you please also +1 (=Like) the original suggestion here if you haven't yet? As soon as it gets to the 60 votes threshold, we'll add a Product status here ๐
Lisa Community Team at Wrike Wrike Product Manager Conviรฉrtete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviรฉrtete en un experto en Wrike con Wrike Discover
Adding my request here as well, I've upvoted the post. As a consultant, not being able to tell a client what items are their responsibility using a custom field makes the snapshot pretty unhelpful. Please add this feature.ย
Thank you for adding your support here Alex Cole!
4 years passed since the initial request... and still this small feature is not Wrike yet :(
I would have used it as well.
My colleague and I were discussing this issue yesterday, we'd both really benefit from being able to show custom fields in a snapshot - it seems a little pointless being able to create them, if we can't then use them in a way that benefits our projects and stakeholders.ย
I can see that this post has now been upvoted in excess of 60 times, where would I find it's product status?
Welcome to the Community Sarah Kemp, and thank you for sharing your feedback ๐
I've now asked our Product team to provide a status here as this post is indeed at 60+ votes now ๐ Our team is currently researching the possibility of adding custom fields for external views in Wrike. We will let you know when we have more updates to share.ย
Lisa Community Team at Wrike Wrike Product Manager Conviรฉrtete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviรฉrtete en un experto en Wrike con Wrike Discover
Hi everyone, we have had this same request. Right now there is no way to show clients in a snapshot which tasks are their responsibility vs. our team. This is a point of frustration for us and our clients. Please add this feature to the roadmap if possible.ย
This will help make Implementation project manager transparent when needing to custimize the ownership of each task and who owns what part of the project by 'specific names'
Hi folks!ย
Our team has recently released public links in Table view - you can share them with users outside your account and custom fields can be visible as columns ๐ Could you please check out more info here and test the feature, and let me know if it helps for your use case?ย
Lisa Community Team at Wrike Wrike Product Manager Conviรฉrtete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviรฉrtete en un experto en Wrike con Wrike Discover
Hi Lisa, this new feature in table view is really helpful when sharing with non-Wrike users.ย However, it would still be helpful to have the custom field available in the snapshot (Gantt view) also.ย As detailed in Mya's original post, we often share these snapshots with clients (non-Wrike users) and being able to identify responsibility of tasks would be really beneficial.
Thank you for sharing your use case Sarah Kemp! May I ask why you don't fully switch to sharing table view links?ย
Lisa Community Team at Wrike Wrike Product Manager Conviรฉrtete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviรฉrtete en un experto en Wrike con Wrike Discover
We use the gantt view for our roadmap, and need the custom fields to show up in the snapshot to show roadmap priority among other information .ย The table view does not visually communicate the same idea, and is not useful in this case.ย ย
Hi Melissa Schimmel, welcome to the forums ๐ Thank you for sharing your feedback! Just wanted to point out that custom fields are available for viewing using the public link.ย
Lisa Community Team at Wrike Wrike Product Manager Conviรฉrtete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviรฉrtete en un experto en Wrike con Wrike Discover
I am having the same issue, and it persists even when sharing my chart using a public link.
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Conviรฉrtete en un experto de Wrike con Wrike Discover
Basudha Sakshyarika Wrike Team member Conviรฉrtete en un experto de Wrike con Wrike Discover
Hello, I'm afraid I still don't see the option to displays custom fields in columns on public snapshots.
Our team would also greatly benefit from including custom fields in Gantt chart snapshots as we use these with all of our clients as a client-facing deliverable. It caused confusion for our team when we discovered this was not already a feature.
Hi Florian Rubin and Ben Thomas! You can use public links in Table view to share them with users outside your account, and custom fields will be visible as columns ๐. More information is available here. Please let me know if this helps!ย
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Conviรฉrtete en un experto de Wrike con Wrike Discover
Basudha Sakshyarika Wrike Team member Conviรฉrtete en un experto de Wrike con Wrike Discover
Hi Basudha Sakshyarika thank you for sharing. Our team uses the snapshot feature with clients instead of public links. It's a step in the right direction but our team would greatly benefit from custom fields in the snapshot. Thank you!
Thanks for sharing your thoughts on this, Ben Thomas. I'll forward your feedback to our product team. ๐๐ฝ
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Conviรฉrtete en un experto de Wrike con Wrike Discover
Basudha Sakshyarika Wrike Team member Conviรฉrtete en un experto de Wrike con Wrike Discover