How To Create A Custom Dashboard In Wrike

How To Articles

Greetings and welcome to my tutorial on how to make a personalized dashboard in Wrike! As an individual who has dedicated numerous hours to utilizing this project management software, I cannot emphasize enough the significance of having a dashboard that meets your specific requirements. Apart from keeping your work structured, it also adds a personal touch that can greatly impact your overall efficiency.

Step 1: Understand Your Needs

The first step in creating a custom dashboard is to understand what you need from it. Take some time to think about the specific tasks and projects you work on regularly. Are there any key metrics or data points that you need to keep track of? Do you have any specific workflows that you follow? Having a clear idea of what you need will guide you in creating a dashboard that is truly personalized to your requirements.

Step 2: Customize Widgets

Now that you know what you need, it’s time to start customizing the widgets on your dashboard. Wrike offers a wide range of pre-built widgets that you can choose from, such as task lists, Gantt charts, and calendars. You can also create your own custom widgets if the pre-built ones don’t quite fit your needs. To add a widget, simply click on the “+” icon on your dashboard and select the desired widget from the list.

Once you’ve added a widget, you can customize it by clicking on the gear icon. This will allow you to change the title, adjust the size, and configure the settings for that particular widget. Take your time to explore the different options and experiment with different layouts until you find the setup that works best for you.

Step 3: Organize Your Layout

Now that you have your widgets in place, it’s time to organize your dashboard layout. Wrike allows you to drag and drop widgets to rearrange them on your dashboard. You can also resize widgets by dragging the edges, allowing you to prioritize certain information or make it more prominent on your screen.

Think about the flow of your work and how you naturally process information. Consider grouping related widgets together or arranging them in a way that makes sense to you. Remember, the goal is to create a dashboard that is intuitive and easy to navigate.

Step 4: Add Personal Touches

One of the great things about creating a custom dashboard is the ability to add personal touches. You can customize the colors, choose different backgrounds, and even upload your own images to make the dashboard truly your own. Adding personal touches not only makes your workspace more visually appealing but also creates a sense of ownership and motivation.

Additionally, you can also add comments or notes to individual widgets. This is a great way to provide context or additional information that may be relevant to a specific task or project. It’s like having your own personal assistant reminding you of important details.

Conclusion

Creating a custom dashboard in Wrike is not only simple but also highly beneficial in optimizing your workflow. By understanding your specific needs, customizing widgets, organizing your layout, and adding personal touches, you can create a dashboard that not only keeps you organized but also reflects your own style and personality.

So why wait? Start personalizing your dashboard today and take your productivity to the next level!