[From Wrike] How to Customize your Home Page 🏡

Hi, everyone! 

We’ve had many discussions about the New Wrike Experience here on the Community. Your feedback has been vital to the roll-out and evolution of the new UI. A huge thank you to everyone who’s been sharing their thoughts here 🤗

Today, we’d like to take a deeper dive into the Home page that was brought to you with the New Wrike Experience. 

Your Home page allows you to further customize Wrike for your specific needs. This functionality wasn’t available with the classic version of Wrike, so we’d like to highlight everything it has to offer.

Some of the functionality we’ll look at today has been available for a while with the New Wrike Experience, and there are also some new customizations that we’d like to make you familiar with 😊

Let’s take a closer look! 

Spaces

One of the central items of your Home page is Spaces. Here’s what you can do with this widget on your Home page:

• Move it up or down the Home page
• Sort it by title or use custom sorting (drag and drop your spaces for that)
• Check out existing spaces by clicking on the “Explore spaces” button
• Create a new space by clicking on the ➕ button if you have the right to create spaces
• Expand the list of spaces by clicking on “Show more”
• 📍New: choose the view - list, small, or large tiles

Pinned

The pinned section helps you to quickly navigate to projects, folders, tools, and custom views that you've pinned for quick access. Here’s what you can do here:

• Drag and drop pinned items to reorder them
• Use the three-dot menu at the top of the section to switch between alphabetical or custom sorting
• Move it up or down the Home page
• 📍New: choose the view - list, small, or large tiles

Recent Tasks

The recent section shows projects and folders that you've recently accessed. It shows four items by default but can be expanded by clicking Show more. This section is sorted according to which items you've most recently accessed. Also, you can:

• Move it up or down the Home page
• 📍New: choose the view - list, small, or large tiles

AI Recommended Tasks

AI Recommended tasks help to make sure you’re working on the tasks that require the most attention first. It adds a widget to the top of your Home page displaying up to eight active recommended tasks which are assigned to you. Our Machine learning model looks at tasks assigned to you and assesses their urgency based on factors such as due date, task status, prioritization, and how often you've edited or commented on them. 

The Recommended tasks widget displays task assignees, task name, the first tag the task has, due date, and its status. The widget shows 4 tasks by default, and you can click “Show more” to display more tasks. You can also move it up or down the Home page.

⚙️As you can see, the central panel of the Home page becomes more customizable to make sure you can fit it to your personal needs and work flows. 

Hamburger Menu

In the top left-hand corner of the home page is the Hamburger menu. Clicking it opens a navigation bar where your pinned items are listed, and which can take you to any of your spaces (and the tools, folders, and projects in those spaces), as well as the “Shared with me” section, Blueprints, and your Recycle bin under the list of spaces.

Inbox widget

The left-hand side of the Home page contains the Inbox widget, which displays your incoming Inbox notifications in chronological order, including those that have been read. The functionality in this Home page widget is slightly limited compared to the main Inbox. The Sent or Archive sections aren’t available, but you can archive and mark notifications as read.

Applications 

The right-hand navigation bar of the Home page contains your applications. My to-do and Created by me are smart folders in Wrike, which each user has by default. They appear at the top of the right-hand navigation panel on your Home page.

Dashboards, Reports, Calendars, and Stream are applications that are located in the middle section of this navigation bar. Any of them can be hidden using the three-dot menu that appears when you hover over their tile.

Shared with me, Recycle bin, and Blueprints are located at the bottom of this navigation panel and are always available on your Home page.

📝 To sum up, on the Home page you can: 

• Customize the page to make it work best for you by hiding some items like spaces or applications which you don’t need to use on a regular basis 
• Set up the view and sort your spaces and pinned items, and move Home page widgets up or down according to your preference 
• Quickly access your recent tasks, your Home page Inbox, and the Hamburger menu that allows you to open a navigation bar where your pinned items, spaces, and tools are listed 
• Access to My to-do and Created by me smart folders, as well as applications (Dashboards, Reports, Calendars, and Stream), and Shared with me, Blueprints, and your Recycle bin on the left navigation widget

We hope this deep dive has been useful 😊 Please let us know if you have any questions, and share how you’re using your Home page below 👇

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