How To Use Dashboards In Wrike

How To Articles

I am excited to discuss my individual encounter and perspectives on maximizing the use of dashboards in Wrike. Being a busy worker, I recognize the significance of having a centralized platform for monitoring and handling all of my projects and duties. Wrike’s dashboards have significantly improved my productivity, helping me stay on top of tasks, prioritize effectively, and utilize data to inform my decisions.

What are Dashboards in Wrike?

Dashboards in Wrike are customizable visual displays that provide a snapshot of your project’s key performance indicators (KPIs) and metrics. They offer a consolidated view of your projects, tasks, and progress in one place, making it easy to track and analyze your team’s performance.

Getting Started with Dashboards

Creating your first dashboard in Wrike is a breeze. Simply navigate to the Dashboard tab and click on the “Create New Dashboard” button. Give your dashboard a name and select the desired layout and widgets that you want to include.

Widgets are the building blocks of your dashboard and they can be customized to display various types of information such as task lists, timelines, charts, and more. Choose the widgets that are most relevant to your project and add them to your dashboard.

Customizing Widgets

Once you’ve added widgets to your dashboard, it’s time to customize them to suit your needs. Each widget can be configured to display specific data and metrics. For example, a task list widget can show overdue tasks, tasks assigned to you, or tasks with approaching deadlines.

To customize a widget, simply click on the “Edit” button within the widget. From there, you can choose the data source, apply filters, and select the fields you want to display. You can even apply different colors and formatting options to make your dashboard visually appealing.

Sharing and Collaborating on Dashboards

One of the great features of Wrike’s dashboards is the ability to share them with your team members and stakeholders. You can control the access rights for each dashboard, allowing you to share specific dashboards with specific individuals or groups.

Collaborating on dashboards is made easy with Wrike’s real-time updates. As team members make changes or updates to tasks, the dashboard automatically reflects those changes, ensuring that everyone is always on the same page.

Using Dashboards for Data-driven Decision Making

The beauty of dashboards lies in their ability to provide valuable insights and facilitate data-driven decision making. By having all of your project data and metrics in one place, you can quickly identify bottlenecks, track progress, and make informed decisions to keep your projects on track.

By regularly reviewing your dashboard, you can identify patterns and trends, allocate resources effectively, and make adjustments to your project strategy as needed. Dashboards empower you to take a proactive approach to project management, enabling you to stay ahead of potential issues and deliver results.

Conclusion

Using dashboards in Wrike has truly transformed the way I manage projects and collaborate with my team. With the ability to customize, share, and analyze data in real-time, I have gained valuable insights and made more informed decisions. Whether you’re a project manager, team lead, or individual contributor, incorporating dashboards into your project management workflow can greatly improve productivity and drive success.