Viewing task list from project report
This seems like it should be simple navigation, but on a daily basis I get frustrated because I can't easily pull up the task list from a projects report. I feel like you should be able to open a project panel by clicking the button in the report (see below:)
Then you should be able to click the Project Icon to then pull up the task list for that project (see below:)
Is there a way to quickly and easily view the task list without having to click on the tag, then find the project within that space, that I'm just missing?
Hi Cody Rogers, currently, I'm afraid it's only possible using project-based analytics reports i.e. Project portfolio overview. Those reports have the "Get details" column linking to the project. I've passed on your feedback to the team 👍🏼
Cansu Community Team at Wrike Wrike Product Manager Infórmate sobre las funciones y prácticas recomendadas de Wrike
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just to add I have the same issue. Go to project in my inbox, got a nice update want to add some tasks and there is no button to click, to go to a task view. From a UI perspective it would be nice if the clipboard Icon was always clickable. It is something i struggle with in Wrike is knowing where to click to get from one screen easily to another.
Thank you for supporting this idea here James Koch! Passing your feedback to the team now 👍
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
In preparing to upvote this thread (and many other similar ones) I discovered a way to achieve this in one click. I suspect this is an unintended solution, rather than a planned improvement, since Wrike staff have not mentioned it in any of the solutions I have seen. I still consider a direct link either from the project row or the project info page to be the ideal and preferred solution from a UI perspective.
When in the project view of a report, under normal circumstances, clicking on the View Details icon next to any particular project will open the project info page overview, but provides no easy way to navigate from that view to the project summary with associated tasks. If you right-click (or control-click on a Mac) on that same icon and open in a new tab, the same Project Summary overview page displays, but closing that splash page and keeping the tab open reveals the project tasks in the default view. I believe this workaround also shows that the desired request is innately achievable with a separate "Navigate to project tasks" icon.
Hope that helps.
Thanks so much for your contributions Steve Pragel 🙌🏼
Cansu Community Team at Wrike Wrike Product Manager Infórmate sobre las funciones y prácticas recomendadas de Wrike
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