Dashboards are a powerful tool for managing projects and tasks in Wrike. They provide a visual representation of your work, allowing you to quickly see what needs to be done and where things stand. In this article, we’ll explore how to use dashboards in Wrike to improve your productivity and stay on top of your work.
Setting Up Your Dashboard
The first step in using dashboards in Wrike is to set up your own. To do this, click on the “Dashboards” tab in the left-hand navigation bar and then select “Create New Dashboard.” From there, you can customize your dashboard by adding widgets that display different types of information about your work.
There are several types of widgets available in Wrike’s dashboards. These include task lists, project timelines, and reports on various metrics such as time spent on tasks or the number of tasks completed. You can add as many widgets as you like to your dashboard, and you can customize each one to display the information that’s most important to you.
Customizing Your Dashboard
Once you’ve added your widgets, you can further customize your dashboard by changing its background color or adding a custom header image. You can also choose whether to display your dashboard in full-screen mode or as a smaller window within Wrike.
Using Your Dashboard
Once you’ve set up and customized your dashboard, it’s time to start using it. You can access your dashboard at any time by clicking on the “Dashboards” tab in the left-hand navigation bar. From there, you can quickly see what tasks need to be completed, which projects are behind schedule, and other important information about your work.
Filtering Your Dashboard
One of the most powerful features of Wrike’s dashboards is the ability to filter the information that’s displayed. You can filter by project, task type, or any other criteria that you choose. This makes it easy to focus on specific areas of your work and quickly identify any issues or bottlenecks.
Sharing Your Dashboard
Finally, if you want to share your dashboard with others in your organization, you can do so by clicking on the “Share” button in the top right corner of the screen. You can choose whether to share your entire dashboard or just specific widgets, and you can control who has access to the information.
Dashboards are a powerful tool for managing projects and tasks in Wrike. By setting up and customizing your own dashboard, you can quickly see what needs to be done and where things stand. With the ability to filter information and share your dashboard with others, you can stay on top of your work and collaborate more effectively with your team.