Dashboard Filter - Followed task

Hi ! 

I would be great to have, among all the filters available to build a dashboard widget, a Followed by filter. Especially a Followed by > Current user. 

In our case, managers are monitoring many projects (wrike Tasks) they don't directly own. As they must keep these projects around, they are assigned to them so the projects appear in their personal Dashboards and Todos. This creates difficulty in making the difference between projects they actually own and must be proactive on, and projects they need to follow closely. This difficulty grows stronger as the manager is higher in hierarchy.

We also frequently use the "Follow" feature which is amazing for big teams, as we can easily ping and update all followers in the comments with an @Followers, without polluting their dashboards and personal todos by assigning them. 

A Follow filter would be perfect to leverage the two available "owning" options we have in Wrike. 

Thanks 🚀

 

Upvote 25
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Комментариев: 28
Avatar
Hugh

Hey Benjamin Lasseri, thank you for this suggestion! It's been passed on to the Product team.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

This would be super helpful for me as well. I manage my current projects through a dashboard, but I would like to monitor the progress of other concurrent projects as well through the "follow" feature, and then have them filtered into a widget on my dashboard. thanks!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Hugh

Thank you for providing this use case, Chris Hughes! I can see how this would be helpful.
 
Once this suggestion reaches 60 upvotes, the Product team will provide this post with a status update on this idea. You can read more about what these different statuses mean in this Community article.
 
Let me know if I can assist you with anything else!
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Was just hunting for a following feature/filter as well. We often use the DACI/RACI model and therefore have multiple roles regarding one request. I figured if I could "follow" the ones I need to be informed on but am not driving and create a list of just those it would really help keep things organized. Otherwise the notification is just another email.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Welcome to the Community Sarah Bateman, thank you for supporting this suggestion!

Please upvote (= "like") the original post by Benjamin if you haven't yet, the votes count really helps our team understand the popularity here. Here's a post with more detail on this.

Please let me know if I can help with anything else 👍

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

I need this as well!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Thank you for adding your support here Tom Madsen🙌🏼

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

This one is important. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Luiz Rocha, thank you for reaching out! Could you please share some detail on your specific use case? 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi, Lisa. For us, it would be important to add another layer of control to delegated tasks.

We created a custom field called “Supervisor” to help the delegator to keep control of delegated tasks, but, sometimes, you just want to “keep an eye” on someone’s work. In this case, we instruct the user to follow the task.

The problem is that, since we don’t have a filter for “Following”, followed tasks are hard to manage. The only way to see them is through the available widget that shows all followed tasks (no other filter can be applied).

So, if a filter for “Following” was available, we would be able to create custom widgets or reports for tasks that we follow and are delayed, for example.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you for sharing Luiz Rocha!

If you have supervisors who need to keep an eye on the work performed by multiple users, have you considered creating folders (that can be used as tags) for your supervisors? They could have folders for all users they are supervising and add tasks of those users to those folders and then create widgets based on them. Could that approach work for you? 

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

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi. I’ll try that. I think it’s a good workaround, but looks unmanageable. I can check which tasks a user follows, but would need to guess the folder names to find out what they are monitoring using this strategy.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

The other problem, that we experienced the first day trying to use folders, is that anyone can remove the folder from the task. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Hello Luiz Rocha, thank you for the additional details. I have shared your case with your Customer Success Manager so that they can help you find the best option for the process you are trying to build in your account. They will reach out to you very soon.
 
In the meantime, if you have any other questions, please let me know 👍

Juan Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Juan Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Need this option as well.  People want a dashboard to see what they are tracking without having to sort through the clutter. 

I see the option to follow, but not to "Like" so don't know where the current vote is.  Can someone help?

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Loren Markle, sorry for the delayed reply! You can use the template "Followed tasks" in New Dashboards:

Is this what you were looking for?

Juan Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Juan Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thanks, Juan.  I did find this and am using it.  The main limitation of this option is it does not appear to let you select the source (folder) for the tasks you want to show.  As a consequence, it shows all followed tasks, even those from other spaces.  A source space/folder with a subfolder option used in other areas would be great!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

+1 for a "Followed" filter. The 'Followed tasks' widget will suffice for now, but it would be nice to be able to use this same filter in a custom widget so that I can create different widgets, i.e. 'Due Next Week', 'Overdue', etc. 

Loren Markle, came here looking for answers to the opposite of the issue you're experiencing, between your comment and Juan's, I have managed to figure it out... the dash will auto-select the entire space you're creating the dash from, you can change the data source here:

 

This may not be quite what you're after, but sharing in case it is helpful.

 

Edit - a limitation of updating the data source = entire account, is that I lose the ability to add custom fields to the followed tasks table view, and so another +1 for the custom 'Following' filter (I can vote twice, right 😆). 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hey Lauren, would it help to 1) add grouping by the due date to the followed tasks as we have in custom widgets and 2) scope tasks to the data source selected? It's unlikely we'll add "Followed" filter.

By the way, the Followed tasks widget template already creates a widget with the followed tasks only from the selected data source.

Vladimir Bugay Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Vladimir Bugay Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Hi Vladimir, grouping by date does not buy me anything.  For your number 2 item, I think that is what I am asking for. The Tasks I Follow widget I created was from the list available, but it not only shows tasks from the space I created it in, any task I follow, even in other spaces.  So, I have tasks showing that are not related to the dashboard and space it was intended for.  I need to point the widget to only consider active tasks in the space or a particular folder as other widgets do. I also do not seem to be able to edit that widget to see what other options might be available.  I can edit other widgets on the dashboard.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Loren, thank you for your response! Can you please elaborate on your use case, then? Why do you need to see active tasks in a specific space followed by you? Do you follow tasks explicitly, and if that's the case, why? I'm asking because your usage doesn't follow typical patterns for the followed tasks. 

Vladimir Bugay Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Vladimir Bugay Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Fundamentally, a dashboard is for a specific purpose/audience.  Why would I want to see tasks I follow for another space that has nothing to do with this space and does nothing but provide clutter and make it difficult to find what I was wanting to see?  For this space, I want to see the tasks I am following...for this space only.  Same for the other widgets on this dashboard.  For another widget on the same dashboard, I have tasks I am assigned...for this space only.  I have several thousand tasks.  It this showed all my active tasks in all spaces, it would be very difficult to find what I wanted to see in this widget.  For tasks I follow, it is the same thing.  The main purpose for this particular dashboard, is to provide a simplified view for tasks owned by or followed by the user viewing the dashboard.  They may have hundreds of tasks, but only a few in this space.  They should only be viewing the few that are what the dashboard is designed for.  

It is as if you have several email addresses, but you want to only see the few emails sent to one address.  If you have no way to see just the one inbox for those emails only or are able to filter out all the other emails to see what you want, it makes that see-everything inbox pretty cumbersome to use effectively.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Loren, I'm sorry, but I mentioned earlier that if you select a specific space as a data source and then select the "Followed tasks" widget template, it will only show the followed tasks in this space. It solves the problem for the particular use case mentioned by you

"this particular dashboard, is to provide a simplified view for tasks owned by or followed by the user viewing the dashboard" 

If it doesn't, then there is something more nuanced, and we would like to understand that.  

Vladimir Bugay Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Vladimir Bugay Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Ahhh...ok.  I took a look and could not see anything that made it space specific.  How would you like to move forward?  This is what I see.

New widget creation in the space/dashboard I am wanting it in.

Widget selection...

This says for only one space, but when I create it, it shows me many tasks from other spaces. 

 

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Loren, my fault. I was talking about new dashboards all along. They're available in the Labs for all accounts. Try them out!

Vladimir Bugay Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Vladimir Bugay Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

That fixed it!  Had to create a new widget using Followed tasks and it did it only for that space.  Thank you!

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Vladimir Bugay Yes, grouping by date would give me what i'm after and allow me to manage 'followed' tasks in the same way I manage my own - currently, I'm having to add myself as an assignee to all tasks I'm interested in, so that I have one view/process for what's 'overdue', 'due' and 'next' across all spaces. 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Lauren, great then, and thank you for the clarification! I'll add your case to our backlog. We are very close to being able to do that. 

Vladimir Bugay Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Vladimir Bugay Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Dashboard Filter - Followed task
[this list is visible for admins and agents only]

Вверх
Didn’t find what you were looking for? Write new post