Including a pre-existing dashboard in Wrike has the potential to significantly improve your project management capabilities. As an avid user of Wrike, I have personally found this functionality to be exceptionally beneficial and efficient. In this article, I will walk you through the steps of adding pre-existing dashboards in Wrike, offering detailed guidance and my own insights throughout the process.
Step 1: Accessing the Dashboard Section
To begin, log in to your Wrike account and navigate to the homepage. On the left-hand side of the screen, you will find the main navigation panel. Scroll down until you see the “Dashboards” section. Click on it to access the dashboard management page.
Step 2: Creating a New Dashboard
If this is your first time using dashboards in Wrike, you will need to create a new one before adding an existing dashboard. Click on the “+” button to create a new dashboard. Give it a name and select the desired layout for your widgets. Once you’re done, click on the “Create” button to proceed.
Step 3: Adding an Existing Dashboard
Now that you have created a new dashboard, it’s time to add an existing one. Scroll down to the “Add Widgets” section and click on the “Add Existing Dashboard” button. A pop-up window will appear, displaying a list of all the available dashboards in your Wrike account.
Step 4: Selecting the Dashboard
Take a moment to browse through the list and locate the dashboard you want to add. Once you’ve found it, click on its name to select it. You can also use the search bar at the top of the pop-up window to quickly find a specific dashboard. Once you’ve selected the desired dashboard, click on the “Add” button to proceed.
Step 5: Customizing the Dashboard
After adding the existing dashboard, you have the option to customize it further to suit your needs. You can rearrange the order of the widgets, resize them, and even add new widgets or remove existing ones. To do this, simply click on the “Edit” button next to the dashboard’s name. This will take you to the dashboard editor, where you can make all the desired changes.
Step 6: Saving and Using the Dashboard
Once you’re satisfied with the customization of the dashboard, click on the “Save” button to save your changes. The dashboard will now appear in your list of dashboards on the main dashboard management page. To access and use the dashboard, simply click on its name.
Conclusion
Adding an existing dashboard in Wrike is a straightforward process that can greatly enhance your project management workflow. By following the steps outlined in this article, you can easily integrate existing dashboards into your Wrike account and customize them to match your specific needs. So go ahead and give it a try – you’ll be amazed at how much more organized and efficient your project management can become!