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Dashboards
Regular and External Users on all paid accounts can use dashboards.
⏱ 4.5 min read
- Overview
- Important Information
- Navigate the Dashboard View
- Create, Delete, and Duplicate Dashboards
- Rearrange Dashboards
- Share a Dashboard
- Create a Task from a Dashboard
- More Info
Overview
Create a dashboard, and then add widgets to it, to help you manage and monitor your tasks. Each widget shows tasks which meet specified criteria, you can use Wrike’s pre-built widgets or build Custom Widgets to see tasks which match the filters you apply.
Important Information
- Users on Professional accounts can have up to 10 dashboards, users on Business accounts can have up to 50, and users on Enterprise accounts can have up to 200 dashboards.
- If you share a dashboard with someone, they must have access to the folder the widgets are based on. If they don't have access to those folders, then they won't see the tasks in the widget.
Navigate the Dashboard View
Click the Dashboard tab at the top of the Workspace to view, create, and share your dashboards. On the Dashboard tab:
- Dashboard names appear in the upper left-hand corner. Click the current dashboard’s name and select a different dashboard from the list to view that dashboard’s widgets.
- Each widget appears as an individual panel; the widget’s name is listed at the top of its panel.
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To open a widget in the List view: hover over its name, click the menu button in the upper right-hand corner and select "Open in List View".
Create, Delete, and Duplicate Dashboards
Create a Dashboard
- Select the Dashboards tab (at the top of the workspace). 1
- Click the dashboard's name (in the upper left-hand corner). 2
- Select "+ New Dashboard". 3
- Enter a name for your new dashboard.
- Press “Enter” on your keyboard.
Your dashboard is created and you can begin adding widgets to it.
Delete a Dashboard
- Select the dashboards tab (at the top of the workspace). 1
- Open the dashboard you want to delete: click the current dashboard's name in the upper left-hand corner and select a dashboard from the list. 2
- Click the menu button 3 that appears in the upper right-hand corner.
- Select “Delete”. 4
The dashboard is deleted and if it is a shared dashboard it will also be deleted from the workspaces of the users with whom it was shared.
Duplicate a Dashboard
- Select the Dashboards tab (at the top of the workspace). 1
- Open the dashboard you want to duplicate: click the current dashboard's name in the upper left-hand corner and select a dashboard from the list. 2
- Click the menu button 3 which appears in the upper right-hand corner.
- Select “Duplicate”. 4
A duplicate of the dashboard is created.
Rearrange Dashboards
- Click the Dashboards tab from the top of the workspace.
- Click the current dashboard's name in the upper left-hand corner.
- Hover over the name of the dashboard you want to move.
- Click and hold the
icon on the right. - Drag the title to the appropriate location.
- Let go of your mouse when the title is in the correct place.
Share a Dashboard
Regular users can share dashboards with regular and external users, collaborators*, and user groups.
Share dashboards with your teammates so that you can all keep track of and monitor important information. When you share a dashboard:
- The person you shared the dashboard with receives an Inbox notification telling them that a dashboard has been shared with them.
- The folder/project on which the widgets are based must be shared with the people who you're sharing the dashboard with.
*Collaborators cannot get access to dashboards due to limited license type rights. So if you want a collaborator to see the shared dashboard, you need to change their license type to any other type.
Share a Dashboard
- Click the Dashboards tab. 1
- Select the dashboard you would like to share: click the current dashboard's name in the upper left-hand corner 2 and select a dashboard from the list.
- Click the "Share" button in the upper right-hand corner. 3
- In the search bar 4 start typing the name of the user with whom you want to share the dashboard and select them from the dropdown list when they appear.
- Select the Access Role 5 for the user**:
- Full - all user right available, including deleting and renaming the dashboard.
- Editor - user can edit, delete, and rearrange widgets within the shared dashboard.
- Read Only - the user can view the dashboard, but is not able to make changes or share the dashboard with other users.
- Click "Save" 6.
**When you share a dashboard on Professional accounts, the only access role available for any user is “Read Only”.
Users on Enterprise accounts can create and customize Access Roles and add/delete permissions to the Editor role.
Unshare a Dashboard
- Click on the Dashboard tab. 1
- Select the dashboard you would like to unshare with a user: click the current dashboard's name in the upper left-hand corner and select a dashboard from the list. 2
- Click the "Share" button in the upper right-hand corner. 3
- The names of the users who the dashboard is currently shared with appear in the pop-up window. 4
- Hover over the name of the person from whom you want to unshare the dashboard.
- Click the “x” that appears on the right. 5
- Click "Save". 6
The dashboard is automatically removed from that user’s workspace.
Remove a Shared Dashboard
You can remove any dashboard that was shared with you, from your workspace.
- Click on the Dashboards tab from the top of the workspace. 1
- Select the dashboard which you would like to unshare from yourself: click the current dashboard's name in the upper left-hand corner and select a dashboard from the list. 2
- Click the menu button 3 in the upper right-hand corner.
- Select “Unshare with me”. 4
You will no longer be able to see the dashboard in the list of dashboards.
Create a Task from a Dashboard
- From the Dashboard view, click the “+” icon that appears in the workspace's upper left-hand corner. 1
- Select "Task". 2
- Enter a task title in the pop-up Task view window which appears.
- Add any additional task details.
