Great combination of filters for a view of everything relevant to you

The new filter groups take some getting used to, but they finally allow enough customization to get just the right view, showing everything relevant to you and hiding everything that's not. I would like to share my specific combination (developed by my coworker, Lowein Bystrom).

ADVANTAGES
• Instantly available across all of Wrike in all spaces and all views → no need to duplicate efforts or copy views between folders and spaces (and then manage all the copies).
• Unlike Dashboards, you can see the full folder hierarchy: all your tasks and projects will be shown in context.
• Because the hierarchy folders (which are relevant to you) are displayed, you can work primarily from the "Space Overview".

DISADVANTAGES
• You need to carefully follow each step to set this up. One wrong parameter could skew results.

GOAL
• Display all your open projects and all your open tasks.
• Also display all tasks (yours and not yours, open and closed) under each of your projects, but allow easy way to filter out the closed ones. This is useful to you as that project's manager.

NOTES
• If you have a task within someone else's project, you will not see any other tasks within their project. This is intentional, because it should be up to them to let you know when that task needs to start or is due.

SETUP

1. Make sure hierarchy is displayed:
   
2. Show empty items and parent items:
   
   WARNING: The "Empty" and "Parent" options are per folder. Not a problem if you work in "Space Overview" - just remember to have this selected within every space.
   
   
3. Match ANY filter: 
   
   Also notice you will have 3 groups of filters.
   
   
4. How to set up filter groups: add filter ► find "Add filter group"
   
5. FIRST FILTER GROUP: All your open projects and any of your orphaned (not within a project) tasks.
   
   • Note the top selection: Match ALL filters in group.
   
   
6. SECOND FILTER GROUP: All tasks and projects with parent as your open item.
   
   • Note the top selection: Match ALL filters in group.
   • So this will show all direct child items of each of your open items. Even if they are assigned to someone else and/or closed. This allows you to keep track of progress within your project.
   • Tweak: To see all descendants of your open items (not just direct children), change the selection from "Direct parent matches all filters" to "Any parent...".
   • Tweak: The last status filter is unnecessary because it covers all four groups, but it's there to allow you to conveniently filter out closed tasks, for example.

FILTER PRESETS
• I saved this combination of filters in a filter preset and called it "OPEN MINE". 
• If you are a manager and want a similar view for your direct report, simply change the "Assignee" in both groups to that person and then save as another filter preset (e.g. "ALL OPEN BOB'S"). Likewise, you can apply several assignees to cover an entire team.
• Finally, you can create another filter preset for CLOSED items, by changing the status in each filter group from "Acting or Deferred" to "Complete or Cancelled".
BENEFIT: Filter presets are per user, so you don't have to worry about messing up anyone else's experience.

PUSH TO ALL USERS
I don't know if there is a way to force Filter Presets to other users. But you CAN create a public view in each space's "Space Overview" and apply your Filter Preset to that view.


Thanks Wrike team for allowing this level of filter customization! I finally have a comfortable layout that is truly relevant to me. Hope someone else will find this is as refreshing as I did.

EDIT ON 2025-5-29: I simplified the original filter groups and added child projects to the second filter group.