Create a unified central dashboard for all teams
The biggest challenge our teams have is finding their work and navigating Wrike with ease. I think that is a fairly normal experience - especially as your account grows and you have thousands and thousands of projects - it can be hard! The good news is that there IS a solution!
First build a dashboard in your Wrike Knowledgebase Space (this should be a public space that your team has access to). Start adding widgets that you think might be the most beneficial and relevant to ALL the users. All widgets should be set to data source = entire account (particularly beneficial if you have lots of spaces that teams cross collaborate in) and they should be filtered to show "Current User". Here's my top picks for widgets to use:
- Activity Stream (both the inbox & activities that the users are connected to
- Pending Reviews (Open Approvals, Pending the Reviewer's decision)
- To Do - Today/This week
- To Do - All assignments
- Starred Tasks
- Following Tasks
- We have an out of office widget too - so we also include that too
Once you have your dashboard arranged in the order you like, showing the fields, dates, statuses as desired too. Use the three dot on the dashboard to set this as the default tool in your knowledgebase!
BONUS option - if you are someone who adds and manages users.... create a Welcome to Wrike folder in this public space - and add specific support resources, links, guides and and other reference or onboarding materials into this folder location. When you add a new user - make sure to share that folder with them - so NOT ONLY do they get the links to those helpful resources, it is automatically pinned to their sidebar - AND when they navigate or click - that global default dashboard is there for them on Day 1!
That's really the best suggestion to make it easy for Wrike newbies, thanks Sherry for your detailed advice!
Sherrie Besecker - agreed this is fantastic advice to help people onboard quickly.
I did not have a standard dashboard, but I'm building it right now :)
What's included in your out of office widget?
This is great, thank you Sherrie Besecker!
That’s an incredible suggestion, Sherrie Besecker! Thanks for taking the time to post it for our community members 🙂
Rohan V Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices
Rohan V Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices
Mike Fank - yes - for our OOO/PTO requests - we have a PTO folder - and a request form (some teams even include manager approvals) - so users just fill out the request form, adding their name to Title and Assignee - then the PTO widget is simply: assignee = Current User, and location in the folder (with a PTO workflow - vacation, in-late/out early, travel for business, etc). Of course I now use Automation rules too - so they AUTO CLOSE after the due date has passed - so I have ZERO management time keeping it tidy!! This is also beneficial if a team is building a shared dashboard, and they want to know who is in/out on their team, they just add the assignees from their team to the widget filter, and same location and boom!