I’d like to discuss with you today the process of adding a pre-existing dashboard to Wrike, a highly effective project management tool that I’ve been utilizing for a considerable period. This can be a valuable method for optimizing your workflow and easily accessing crucial project details.
First, let me give you a brief overview of Wrike. It’s a cloud-based project management platform that allows teams to collaborate, track progress, and manage tasks efficiently. One of the key features of Wrike is its customizable dashboards, which provide a centralized view of all your project data.
Now, let’s dive into the process of adding an existing dashboard on Wrike:
Step 1: Log in to your Wrike account
The first thing you need to do is log in to your Wrike account using your username and password. If you don’t have an account yet, you can sign up for a free trial on their website.
Step 2: Navigate to the Dashboards tab
Once you’re logged in, navigate to the Dashboards tab. This is where you’ll find all your existing dashboards and have the option to add new ones. Click on the “Add Dashboard” button to proceed.
Step 3: Select the “Add Existing Dashboard” option
A new window will pop up with different options for adding a dashboard. Select the “Add Existing Dashboard” option to continue.
Step 4: Choose the dashboard you want to add
Now, you’ll see a list of all the existing dashboards in your Wrike account. Take a moment to review the available options and choose the dashboard you want to add. You can also use the search bar to quickly find a specific dashboard.
Step 5: Customize the dashboard settings (optional)
If you want to make any changes to the dashboard settings, such as renaming it or adjusting the permissions, you can do so in this step. Wrike allows you to customize your dashboards to fit your specific needs and preferences.
Step 6: Save and access your dashboard
Once you’re satisfied with the selections and settings, click on the “Save” button to add the existing dashboard to your account. It will now appear in the list of dashboards under the Dashboards tab. Click on the dashboard name to access it and start exploring the data.
Adding existing dashboards on Wrike is a straightforward process that can significantly enhance your project management experience. By having all your project information in one place, you’ll be able to stay organized, make informed decisions, and collaborate effectively with your team.
Conclusion
In conclusion, adding existing dashboards on Wrike is a simple yet powerful way to optimize your project management workflow. With just a few clicks, you can gain access to a centralized view of all your project data, allowing you to stay on top of things and make informed decisions. So, why not give it a try and see how it can boost your productivity and collaboration?