๐ฆ Releases - Search, Permissions, Workload, and Backlog Box (05/24/2021)
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Feature Updates
- Search - Quick Search By Comments
We added a new section to the quick search panel called Comments in Tasks. It shows tasks that have comments containing words from the search query.
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- New Free Plan Release! ๐ซ
The New Free basic plan is out and, starting today, it's available to all newly registered accounts. Accounts that downgrade to the Free plan will also get the New Free plan. The main highlights are that subtasks are now available and that the New Free plan now allows unlimited users to be added to the account. To learn more about the New Free plan, visit this Help Center page.
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A huge thanks to the Community members who suggested and supported this in the Product Feedback forum!
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- Wrike Views - Updated Access Roles' Permissions ๐ฅ
We've separated access roles' permissions for creating and managing Wrike Views in accounts on both the Classic and New Wrike Experience. Now, if you are on the New Wrike Experience, you won't see the old permissions Set Folder's or Project's Default View and Configure folder/project view. Instead, there are the following permissions:
- Edit primary viewsย
- Edit custom public views
- Edit custom personal viewsย
- Set default viewย
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- Excel Import - Importing Budget Data ๐
It's now possible to import data to the Budget field via Excel. To make the import possible, you must have the right to edit financial information through your Access to financial details and also have permission for Excel import in your access role. Otherwise, the import will be completely or partially unsuccessful.
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- Resources View - Out of Labs! ๐
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Resources view is now available to all accounts with the Wrike for Professional Service package and Wrike Resource add-on by default โ๏ธ
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- Workload Charts - Assigned Users in Backlog Box ๐
Previously, only tasks that were unscheduled and/or unassigned to users were displayed in Backlog Boxes. In addition to that, now, if a task has a user as an assignee, but it's also assigned to a job role, this task will also be shown in the Backlog Box.
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- Backlog Box - Demand Calculations and Coloring in Horizontal Backlog Box ๐ฆ
Now you are able to easily compare your team's availability and demand by using the Backlog Box.
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The Backlog box will calculate automatically the available capacity for each Job Role contained within the main chart and then compare it to the demanded work for that respective Job Role. The total capacity of the corresponding chart users is displayed next to the job role's name in the Backlog Box.
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If the job role's demand in the Box exceeds the total capacity of all users with that job role on the chart, the cell will be red. If it's equal or under, the cell is blue, and if it's 0, the cell is white. The calculation results are shown in hours (h), percentage (%), or full-time equivalent (FTE), depending on chart settings.
E.g. there are two designers on the chart who work 8h/d (16h/d total). Each of them has 5h already allocated for the day on the chart, so the total available effort left for the day is 3h each or 6h total. In Backlog Box, there are several tasks assigned to the Designer job role with the total required effort of 7h. So in the Box, the job role's cell for the day will be red, as it exceeds the total available effort of the two designers on the chart.
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- Report Templates - Utilization Template Out of Beta
We removed the Beta mark from the Team utilization template that's available in accounts with Wrike for Professional Service and Wrike Resource.
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Fixes
- Reports Button Missing From My Home ๐
If you're already on the New Wrike Experience, you might have noticed that the Reports button stopped showing up on your Home page. It's been restored and fixed ๐๐ผ
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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
Hi Lisa,
the new feature with the backlog demand calculation is great. Unfortunately I have one problem with the calculation in the user area above.
We are calculating 6h/day so 30h/week. When I now click on a field to see the allocated effort of a user the days off are greyed out but in the calculation the days off are not present. So even though someone has only 3 working days in a week due to absence Wrike gives an effort of xx/30h. So the 30h do not represent the reality. See the screenshot. That is such a week with one day off, but showing 30h available.
Is the updated access roles permissions only available for certain Wrike product? I've got nothing after "Security" in my Account management list. (PS if this is the case - would you mind putting this in the release notes?)ย
The ability to search comments is GOLD. Thank you for this!
cc Rand El-Samman
Thank you for reaching out here, everyone! ๐ค
Sven Passingerย Thank you for your feedback, I'm checking if there's anything we can help with in relation to this or not ๐
Debbie Brownlieย Access Roles should be available on Business and Enterprise accounts. Please try to scroll, and if you still don't see them, please let me know and I'll raise this to our Support team! Also, are you using the New Wrike Experience? This update relates to Wrike Views that are available on the New Experience.
Carolanne Makย So happy to hear you like the update ๐ค
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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
Dear Lisa,
Addition to Acces Roles comment of Debbie:
I am an Admin of a business account, using New experience, but having no option like acces roles:
Can you please check on this?
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Thank you,
Domonkos Bakay
Hello Domonkos Bakay, the account owner needs to unlock the permission first.
Yes, RESOURCES VIEW!ย Love it!
Heiko - I think your version is the Enterprise version - we are on Busiess plan and WfPS and these options don't exist.
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Debbie
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Lisaย we are business account, I have no such option and I am the Wrike owner.... and yes I have been using the Wrike new experience for several months now
Hi Debbie, oops sorry, I thought these settings are the same in all versions.
Hey Debbie Brownlie, Bakay Domonkos Domonkos, I've raised this to our Support team ๐
Cheryl Venableย Thanks for your feedback ๐ค
Heiko Benkeย Thank you for trying to help out here ๐
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
Hi again Debbie Brownlie, Bakay Domonkos Domonkos, I've checked with my colleagues and I apologize for the confusion: Access Roles are indeed available on Business and Enterprise, but the option in the settings menu (accessible for account admins) is only available for Enterprise as this makes part of customizing the Access Roles.ย
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
Hi Lisa
your support team solved the issue with the times in the workload https://help.wrike.com/hc/en-us/community/posts/1500001163862/comments/1500000971882
Thanks a lot.
Sven
Thanks a lot for letting me know Sven Passinger! ๐
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