Create a Priority Dashboard

If you need your team to be aware of very important action items, for example: a critical bug is found, or a campaign that has to launch tomorrow, you need to build a "hot-list board" in Wrike. The ability to prioritize work so you can drive your team's focus to the most important action items does not exist out-of-the-box. So here is a simple way to create an "urgency board" for your team so that everyone is aware of high priority work by leveraging Wrike Custom Fields:

Part 1: Create the Custom Field

  1. Select a Folder/Project.
  2. Switch to the Table View.
  3. Click the “+” icon to create a new Custom Field.
  4. Title the field “Priority”
  5. Select the Dropdown option.
  6. Assign different priority values as dropdown option. (For example, P0, P1, P2).

Now when work is submitted to the queue, the person creating the work (or a manager who assigns out work) can use this Custom Field to designate the task’s priority.

Part 2: Create the Dashboard Widget

  1. Click the Dashboard tab.
  2. Click the “+” button to create a new Dashboard.
  3. Name your Dashboard “My Dashboard” and press Enter.
  4. Select a Folder or Project from the left-hand navigation panel.
  5. Select which tasks you want to see. From the List View, click the menu button and: a) Choose “Show Subfolders” if you want to see tasks from descendant Folders/Projects. b) Choose “Hide Subfolders” if you only want to see tasks from the particular Folder/Project you have open.
  6. Click the filters icon.
  7. Scroll to the “Custom Fields” section and click the carrot icon.
  8. Check the box next to “Priority”.
  9. In the “Contains” field, enter the first priority option that appears in the priority dropdown menu.
  10. Click the menu button in the List View.
  11. Hover over “Add to Dashboard” and select “My Dashboard”.
  12. Repeat steps 7-11 and create a widget for each of your different priority options.
  13. Go back to the Dashboard tab and click the “+” that appears next to the “Shared with” text.
  14. Share the dashboard with individual users or with User Groups who should have access to the priorities.

You now have a Dashboard which shows your team’s priorities. You can see what you’re focusing on, or know what to start working on next.

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1 commento
Spot On Innovative Approach Stellar Advice
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This is a great way to extend the built-in "Importance" feature.  Which can be found to the left of a task name in the detail view. 

 

The "Importance" feature also lets you add visual icons to the tasks that show in most views.

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