How to Drill down into Project Report - jump to list view


  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

    Hi Carl, and welcome to Community! See the screenshots below on how you'll need to navigate from the Project Panel to see the related tasks in that Project. 

    If you'd like to create a Report where tasks are quicky visible you can create a Report based on tasks and then group the report by Project.

    Stephen Community Team at Wrike 💡Learn about Wrike’s killer features and best practices with our Online Training Webinars

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Carl Allen

    Stephen, Thank you for your response. I was aware of this technique. In my case, when I back out of the project panel into the parent folder, there are a lot of projects and finding the specific one is not as simple. 

    In some of the similar task views, there is an option under the elipsis (...) to open task in separate window. That is a little clunky as well, but works a little better.  Using the method you described, clicking on the label works well with tasks. For projects, the best would be a way to view the project in list view.

    My workaround now is to actually copy the project id number out of the browser URL address field, then search on that id number.  That keeps me from getting lost, but is pretty clunky and not an intuitive hack for most users.

    Thanks, Carl

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  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

    Carl, I'm jumping in for Stephen here; happy to see you here 🙂

    Thank you for the detailed example here! Please let me know if you'd like this thread to be moved to the Product Feedback forum - Community members can vote for the idea and it might be considered as a future enhancement to the Product 👍

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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