Wrike views can be configured by all users on all accounts, provided they have full access to the relevant folder, project, or space.
Starting October 20, 2020, Wrike Views is a part of the New Wrike Experience. You will still see this feature in your account if you have enabled it from Wrike Labs before. If you want to disable it you can enable and disable the New Wrike Experience from Labs or from Settings in your account.
Overview
Wrike views let you view your projects, folders, and spaces in the way which is best for you with minimum effort. Primary views allow you and your team to access the views you use most in a specific workspace. Custom views let you precisely tailor preset views to your needs.
Primary Views
In any folder, project, or space you can choose to make views visible for your team. This means that when this folder, project, or space is opened, the view option will already be visible in the views listed. You can also set a particular view as a default, meaning anyone opening the folder, project, or space will first see it in that view.
The views available as Primary views are:
- List
- Board
- Table
- Gantt chart
- Files
- Stream
- Timelog
- Workload
- Analytics
Create a Primary View
- Navigate to the folder, project, or space where you want to create a Primary view.
- Click the "+" button next to the views listed.
- Select the view you wish to make a Primary view.
- Your view is loaded and saved as a visible option for other users.
- (Optional) Click the three-dot menu next to the title of the view to "Hide view" or "Set as default".
Duplicate a Primary View
- Navigate to the folder, project, or space where you want to duplicate a Primary view.
- Switch to the view you want to duplicate.
- Click on the three-dot menu next to the name of the view and select "Duplicate as custom view".
- Enter a name for your duplicate and click "Create".
Custom Views
Custom views allow you to create and save multiple views tailored to a specific objective or work view. You can save view settings, such as filters and sorting, and share them with the team without duplicating effort. Custom views can be created with List, Board, Gantt chart and Table views.
Create a Custom View
- Navigate to the folder, project, or space where you want to create a Custom view.
- Click the "+" button next to the views listed.
- Select "Create custom view" and choose from a List, Board, or Table view.
- Type a name for your view and click "Create".
- Your view is loaded and saved as a visible option for other users.
- You can apply filtering and sorting options to the view, click the three-dot menu next to the title of the view, and select "Save" to make them default. You can also click "Restore" to return these settings to the existing default for that view.
- You can use the three-dot menu next to the title of the view to "Delete", "Duplicate", or "Rename" it, or "Set as default" for that folder, project, or space at any time.
View Permalinks
Permalinks can be copied to any Primary or Custom view. Clicking on a view permalink will open the relevant space in that view (provided that space is shared with the user).
Copying a view permalink
- Navigate to the folder, project, or space where you want to copy a view permalink.
- Switch to the relevant view.
- Click on the three-dot menu icon next to the name of the view and select "Copy permalink".