Create a dashboard with a user-selectable parameter

Hi,

I just discovered this feature so thought I'd share it in case anyone had similarly missed it.

I have a dashboard that shows all tasks from an order tracking project that we have created to track purchasing across our business.

As the built-in search engine in Wrike isn't amazing (sorry!) I wanted to build a dashboard that my users could use to filter the tasks within the purchasing project to a particular supplier (there are over a thousand tasks in that project now!).

We are using a custom field to track the supplier, so I created a dashboard showing all tasks and added the supplier custom filter as a field in the dashboard.

I then used the "parameter" feature on the dashboard to add the "supplier" custom field to the dashboard an lo and behold, my users can now locate an order by choosing the relevant supplier!

This might be super apparent to others, but I was very happy to have found this feature.

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5 commentaires
Hi Phil Taylor! 🙋🏻‍♀️
 
Thank you so much for sharing this feature discovery and how you used it. I'm sure it will be useful for many in our community who might have overlooked this functionality. Thanks again for taking the time to post!
 

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Basudha Sakshyarika Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Are all fields available to be used as a parameter? I am unable to select a custom date field as a parameter

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Hi Archana Maltesh! 👋 Welcome to the Wrike Community! 🌟

You can use Single-select, Multiple-select, and People-type custom fields for Parameters. However, custom date fields can't be added as Parameters. I hope this helps! If you have any questions, feel free to ask. Thank you! 😊

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Basudha Sakshyarika Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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Thank you Basudha Sakshyarika - this clarifies. Would be a great feature to add to a future release

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Sure, Archana Maltesh! Thank you for your feedback. 😊

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

Basudha Sakshyarika Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online

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