Regular and external users on all paid accounts can use dashboards.
⏱ 8 min read
Overview
Create a dashboard and add widgets to it to help you manage and monitor your tasks. Each widget shows tasks that meet specified criteria. You can use Wrike’s filters you apply.
Note: Dashboard widgets can only display tasks that are shared with you.
Create Widgets From Templates
Use widget templates to quickly add a widget to your dashboard.
- Select the Dashboards tab at the top of the workspace.
- Open the dashboard where you would like to create a widget by clicking the current dashboard's name in the upper-left corner and selecting a dashboard from the list.
- Click “+ New Widget” at the top of the dashboard.
- Select one of the available templates from the widget gallery.*
- Click the “Add to Dashboard” button.
The widget is added to your dashboard.
*Note: “Projects Widget,” “Files,” “Active Tasks by Assignee,” and “Task by Status” widget templates require additional details: source folder or project and sorting and filtering options.
Available Widget Templates
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Project Widget: Shows all projects within a selected folder, project, or space that meet specified criteria.
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Active Tasks by Assignee: Shows all active tasks assigned to a user or to members of a user group and within the selected folder, project, or space. Do not select a folder, project, or space to build a widget with tasks from the whole account.
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Tasks by Status: Shows all tasks with a selected status within a specified folder, project, or space. Do not select a folder, project, or space to build a widget with tasks from the whole account.
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Starred Tasks: Shows all tasks that you've marked with a star icon. These are the same tasks that appear on the Starred section in Inbox.
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Tasks Assigned to Me: Shows all tasks assigned to you with an active status.
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To Do Today/This Week: Shows all active tasks assigned to you and whose scheduled start or due date is today or this week, or where today or this week’s dates fall between the task’s scheduled start and due dates. This widget does not show overdue tasks.
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My Overdue Tasks: Shows all overdue tasks assigned to you with an active status.
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Overdue Tasks I Created: Shows all overdue tasks you created and that have an active status, but that are not assigned to you.
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Tasks I Follow: Shows all tasks where you’ve added a comment or been @mentioned, or that you’ve followed by clicking the task’s follow button.
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My Pending Reviews:
Available on accounts with Wrike for Marketers plan or with the Wrike Proof add-on enabled.
Shows all tasks where you've been assigned as a reviewer and haven't given your decision yet.
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My Backlog: Shows backlogged tasks assigned to you with an active status.
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Conflicts Monitor: Shows dependency-related conflicts. For example, when a task is linked to a milestone task with a finish to start dependency, and the task is scheduled to finish after the milestone.
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Activity Stream: Shows updates from the Stream tab.
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Files: Shows files attached to any item or subitem (task, folder, project) within a specified folder, project, or space.
- Available sorting options: Upload date, file name, task or project title, file size, file owner (i.e., the name of the person who uploaded the file).
- View file details in the List view: Expand a file widget to see file size, upload date, and the name of the person who uploaded it.
- Switch between List and Grid view:
Grid view in Files dashboard widget is available on accounts with the Wrike Proof add-on or Wrike for Marketers plan.
- Hover over a file widget on a Dashboard.
- Select "Show as grid".
Wrike Tip! To change a thumbnail size on the grid, open the widget's editing panel and select a new grid size from the dropdown.
Create Custom Widgets
Build a widget that shows all tasks available to you or tasks from a particular folder, project, or space.
To create a custom widget:
- Select the Dashboards tab at the top of the workspace.
- Open the dashboard where you want to create a widget by clicking the current dashboard's name in the upper-left corner and selecting a dashboard from the list.
- Click “+ New Widget” at the top of the dashboard.
- Select “Custom Widget” from the widget gallery.
- In the window that appears:
- Enter the widget title.
- Select the folder, project, or space you want to include tasks from.
- Check the “Include tasks from subfolders” box if you want the widget to show tasks from subfolders and subprojects.
- Choose the sorting order.
- Check the “Show folder names” box if you want to see tasks’ tags in the widget.
- Apply the necessary filters. The preview window in the middle shows which tasks will appear on the widget based on current filters.
- Click "Add to Dashboard."
A custom widget appears on the dashboard you selected. It will display all tasks shared with you that meet the criteria you specified on Step 5.
Wrike Tips!
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Build a widget with all tasks available to you in the account: On Step 5, don’t select a folder, project, or space, and check the "Include tasks from subfolders" box.
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Build a widget with tasks from the “Shared with me” folder: On Step 5, don’t select a folder, project, or space, and don’t check the "Include tasks from subfolders" box.
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Build a widget with tasks from a specific folder, project, or space: Select the folder, project, or space that you would like to see tasks from.
Filters
You can apply filters to your dashboard widgets so only the most relevant information will be displayed. It's possible to apply filters to both widgets created from templates and custom widgets.
You can filter tasks and projects on widgets created from the following templates:
- Project widget
- Files
- Active tasks by assignee
- Task by status
To add filters to your widgets:
- When creating a widget, select a filter from the filter panel on the right. The list of available filters is given below.
- To apply filters to existing widgets, click the three-dot menu button and select "Edit."
The type of filters you can add depends on what's displayed on a widget.
| Projects |
Tasks |
| Project Owner |
Status |
| Status |
Assigned To |
| Start Date |
Tasks To Do |
| Finish Date |
Task Type |
| Project Creator |
Due Date |
| Created Date |
Start Date |
| Health |
Completed Date |
| Progress |
Last Modified Date |
| Approvals |
Created Date |
| |
Author |
| |
Approvals |
| |
Reviews |
Create Custom Widgets From List View
Create a dashboard widget from the List view that shows tasks from a particular folder, project, or space:
- Click on a project, folder, or space in the left navigation panel.
- Display or hide tasks from subfolders by clicking the toggle menu button [...] in the upper-right corner of the view and clicking the “Tasks from subfolders” option in the menu to include tasks from all descendant folders and projects.
- Choose the sorting order for tasks by clicking on the sorting dropdown in the upper-left corner of the view and selecting one of the options. The order that you choose becomes the order that tasks are sorted on your widget.
- Filter tasks by clicking the filters icon in the upper-left corner of the view and selecting the required filters. Click “Add more filters...” to see and apply additional filtering options.
- Next, click the three-dot menu button in the upper-right corner of the window.
- Hover over “Add to Dashboard” in the menu that appears, and select the dashboard you would like to add your widget to from the list that opens.
- Name your widget and click the “Add to Dashboard” button.
Your custom widget is added to the dashboard you selected on Step 6 will display tasks that are shared with you and that meet the criteria you specified in Steps 2-4. You can edit the widget criteria from the Dashboard view. Your custom widget is also available to add to other dashboards.
Wrike Tip! Search results in Wrike are displayed in List view. Use the same “Add to Dashboard” button described above to create a widget from your search results.
Edit Widgets
- Select the Dashboard tab at the top of the workspace.
- Open a dashboard with the widget you want to edit by clicking the current dashboard's name in the upper-left corner and selecting a dashboard from the list.
- Hover over a widget and click the three-dot menu button that appears in the upper-right corner of the widget.
- Select "Edit."
- From the window that appears, you can do the following: change the widget's title; apply different filters; change the folder, project, or space to pull tasks from; include or exclude tasks from subfolders and subprojects; change the sorting order; and choose whether you want to display folder tags on the widget.
- The preview window on the pop-up shows which tasks will appear on the widget.
- Click "Save."
Note: You can’t edit widgets created from templates (except for the “Projects Widget,” “Files,” “Active Tasks by Assignee,” and “Task by Status” templates), widgets based on search results, or widgets based on Analytics charts.
Resize Widgets
You can resize widgets on dashboards created by you and shared with you unless your access role restricts you from editing widgets.
- To change a widget's width and height, hover over the right side of a widget or over its top or bottom respectively until your cursor changes to a double-headed arrow.
- Click and hold the mouse button.
- Move your cursor to resize the widget.
- Release the mouse to save the new size.
Copy Existing Widgets to Other Dashboards
- Hover over the widget you want to add to a different dashboard.
- Click the three-dot menu button that appears in the upper-right corner of the widget.
- Hover over the "Copy to Dashboard" menu option.
- Click the title of the dashboard you want to add a widget to in the window that appears.
The widget is copied to the destination dashboard with all its settings.
Note: You can only add widgets to dashboards that you have access to and the right to edit.
Delete Widgets
- Hover over the widget you want to delete.
- Click the widget's menu button.
- Click "Delete."
Your widget is deleted.
Arrange Widgets on Dashboards
You can arrange widgets on dashboards created by you and shared with you unless your access role restricts you from editing widgets.
- Select the Dashboards tab from the top of the workspace.
- Select a dashboard.
- Hover over the name of the widget you would like to move until your cursor turns into a four-headed arrow.
- Click and hold your mouse and drag the widget to the appropriate location.
- Let go of your mouse when the widget is in the correct place.
Wrike Tip! You can minimize your widgets’ height and stack them in a column. Each column can contain up to 3 stacked widgets.
Widget Settings
Display Folder Names
- Hover over a widget.
- Click on the three-dot menu button that appears in the upper-right corner of the widget.
- Click “Show folder names” or “Hide folder names” in the menu.
Note: This menu option is only available for custom and template widgets that display tasks. It’s not available in “Projects Widget,” “Files,” “Conflicts Monitor,” and “Activity Stream” widget templates.
Open Widgets in List View
You can open the full list of tasks that you see on a widget in List view.
- Hover over a widget.
- Click on the three-dot menu button that appears in the upper-right corner of the widget.
- Click “Open in List View.”
Note: This menu option is only available for some custom and template widgets that display tasks. It’s not available in “Projects Widget,” “Files,” “Starred Tasks,” “Conflicts Monitor,” and “Activity Stream” widget templates. You have the option of opening the contents of “Activity Stream” widget templates in Stream.
Tag Tasks in Widgets
You can add tags to tasks displayed in your widgets without opening Task view.
- Locate a folder or project in the left navigation panel.
- Click and hold its title.
- Drag it to the task you want to tag with this folder or project.
- Release your mouse.
The task is tagged with the selected folder or project.
More Info
The following video will teach you how to create widgets using templates and manage teamwork with the help of dashboards.