Hi everyone! 👋
Among different work views available on the platform, we find that we use these four most frequently:
- List View
- Board View
- Table View
- Gantt Chart
Below you'll find some insights on when to use each of those work views. Let the Community know if you need advice on which view/combination of views will work best for you depending on the type of work you usually perform - just comment under this post 👍
1) The List View
is your default way to view tasks unless you change it
. This view is a good way to work on tasks: you can see a list of tasks in a project along with a Task View
of a particular work item to quickly add/modify the description, task dates, assignees and comments.
After you've worked on the tasks, you can use Mass Editing
to quickly edit several tasks at once: change statuses, reschedule tasks and more.
You can also sort
your tasks by priority, importance, title, status or date to quickly get to work on particular tasks. Using filters
will help you see only the tasks that match your criteria - don't get distracted by the tasks you'll need to work on later!
2) The Board View
is the perfect view for people who move at a fast pace. This view is simple, effective, and easy to understand at a glance. With this view, you can quickly change the status of your tasks by dragging and dropping them to different headers. This is a great view for projects in which the status of tasks is your top priority, or where you need to be able to quickly see the task's stage of development.
3) The Table View
is a great option for you if you're used to working in a spreadsheet format. Managing projects is easy in this view as you can edit attributes like Project Progress
directly in the view. It also allows you to perform roll-ups for project dates
which can come in handy when you need to adjust dates on the go.
There's no better place to quickly add and manage Custom Fields
and make calculations
based on the fields' data than Table View.
So if you need to manage projects or even a portfolio of projects
, add and modify Custom Fields and perform calculations, the Table View might be the best work view for you. Apart from directly managing projects, you'll also have easy access to projects' descriptions, tasks, and folders.
4) The Gantt Chart
view allows you to quickly make adjustments to the timelines of your projects and tasks and provides an overview of start and due dates. You can view your tasks and projects in the form of a timeline and change their dependencies
. These dependencies allow you to visualize the order in which each task should be finished and help you to follow the critical path
to see these projects through to completion.
You can specify lead time and lag time
between tasks to indicate an overlap or a waiting period between tasks being started or completed. You can also implement date constraints
within your projects and tasks to ensure your team keeps to the schedule you have set out for them. The Gantt Chart is the perfect view for people whose task dates are the most important piece of information they need to see and easily change.
So, to sum it all up;
List View is best for working on a list of tasks, working on tasks one by one, mass editing tasks, and prioritizing tasks.
Board View is best for quickly viewing and changing statuses, or to have a simple view with fewer details.
Table View is best for working in a spreadsheet format, managing a portfolio of projects, quickly editing project details, or adding custom fields.
Gantt Chart is best for quickly viewing and editing project timelines and dependencies, and for viewing critical paths.
And that's it! You'll now be able to know which views suit which projects and tasks, enabling you to the most out of your Wrike experience!
Which view do you find yourself using the most? Let us know in the comments section below!