[Status: Coming Soon...๐] Transfer Ownership Of A Dashboard
My team has a group of people who regularly create Dashboards for other members of our teams. It would be great if we could transfer ownership of a Dashboard and then unshare it from the original owner/creator.ย
This would also be extremely beneficial when individuals leave the company or change to different departments.ย
The new editing permissions are great, but you can't transfer ownership and that leaves the original owner stuck holding a dashboard they may no longer need (but others still will), or someone having to duplicate the dashboard and reshare.
This would be incredibly useful for us too - we have instances where managers leave and they're the owner of a department or project dashboard. We then face the same issues as highlighted by Hayley.
As administrator for Wrike I also set up a number of dashboards for new starters, new projects etc - it would be so beneficial to set up on behalf of another user and then transfer ownership. Or having a way of creating system dashboards, which aren't owned by an individual.
I agree on this!
1. We are limited on how many dashboards we can have, if I create one for someone, and share it, that counts against my limit.ย
2. Just yesterday, I deleted a dashboard I don't use, only to realize I had shared it out and others DO use it!
I'm the same as Dawn, I set up dashboards for others, and for major projects for others.ย
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Wow, what a great idea. Wrike should get on this.
I agree with everyone here. This would be a fantastic functionality for my group.
Thanks for your ideas and feedback here, @Everyone! I'll pass it to our Product team shortly๐
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
A quick update, everyone: our team is investigating this at the moment; I'll be able to provide more details in Q1 2020 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
Hey everyone, our Product team are still investigating this and looking at ways to implement this, I'll give you an update as soon as I have one!
๐คย this gets added sooner rather than later! As the owner of our account and the "Wrike Admin" in our office, it would be such a nice feature to transfer ownership of the dashboards. I create them for multiple people in our company on a weekly basis. I then have to share the original, have them duplicate it, and then hope they tell me when it's duplicated so that I can delete it on my end.ย
This goes right in line with my request to add folders to the dashboard list. There are too many too keep track of, and I spend too much time searching for what I need at any given moment.ย
Really looking forward to both items!ย
Hi everyone,
The Product team are planning on adding the ability to transfer ownership of a dashboard from person to person! For that reason, I've changed the status of this post to "Coming Soon". As soon as I have more information about this, I'll be sure to update this thread.ย
Thank you for all of your feedback! It has been integral to the Product team's process.
Hi,
Wanted to know if this will cover Reports & Request Form as well?
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Hi Guillaume Morency, apologies for the late reply! Can it help in your use case that it's possible to duplicate reports and request forms?ย
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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Hi! Is this still a "coming soon" feature? We have quite a lot of dashboards that need to change owners. Right now we have to add new dashboards anytime teams change and re-set up all tasks
Hi Julia Andrews, I've checked in with the team and they are still working on this functionality. We'll be sharing more updates as we get more information from the team.
I also think this would be incredibly helpful as we onboard new team members. Will watch for updates!
"We highly recommend transferring resources before deleting users. Your account owner can delete and transfer resources or can give you permission to transfer resources
When you delete without transferring resources:
- tasks, folders, and projects may be difficult to find or be inaccessible.
- no one will be able to edit Reports, Calendars, and Dashboard that were owned by ..."
Is this functionality available or not?
Adding a note so I get updated. Really need to be able to transfer ownership without having to delete the user.ย
Hello Lisa! Wondering if there has been any movement on this initiative?ย
Hey Christine Maness, thank you for reaching out! I don't have an update at this moment - our team continues working on new dashboards and we'll keep you posted on when they are available. This suggestion here is part of our team's plans for the new dashboards, but I don't have timeline for when this particular feedback will be addressed.ย
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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We've just run into this issue! Any progress on this? Thanks!ย
Hi there, 1/10/24. Any progress on this? Really need to be able to transfer/share ownership of dashboards. Thank you.
Hi Shona Snowden Daniyel Hicks I'm consulting with the Product Team for updates. We'll come back to this thread with a reply ๐
Hi folks! We checked with the team, and the update is that this is still planned by them for the New Dashboards, but we don't have an ETA for this release at the moment. We'll let you know when we have more news!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