How to Create a Private Dashboard in Wrike

Jason Carroll Updated by Jason Carroll

Overview

A Wrike Dashboard is a private or shared customizable view that contains widgets. Dashboards exist to help you manage and easily view your tasks. They can provide a quick overview of your progress and the ability to get a quick snapshot into your work.

While there are pre-built widgets and dashboards, you can also create a dashboard and add widgets to help manage and monitor your tasks. Each widget shows tasks that meet the specified criteria. You can use prebuilt widgets or custom widgets to see tasks that match the filters you apply.

This article focuses on creating your own private dashboard and custom widget.

Access dashboards from the right-hand menu on the Home page.
Dashboards can contain data from any Wrike folder, spaces, and projects.
By default, dashboards are private in your personal space. You do have the option to share your custom dashboards with other people.

Create a dashboard from the Home page

  1. In the right navigation column, click Dashboards.
  1. In the upper left corner of the Dashboards page, click on the blue dropdown arrow, then click "+ New Dashboard"
  1. Enter a name for the new dashboard. Keep the space as "Personal"
    Remember: By default, dashboards are private in your personal space. You do have the option to share your custom dashboards with other people.
  2. Click the blue "+ New Widget" button in the top menu bar, then choose "Custom Widget"

Creating Widgets

Let's take a look at the Custom Widget screen:

  1. On the left, Enter a name for the new widget. The name should reflect the specific criteria that you are customizing to appear in just that one widget. This is important because a dashboard can contain multiple custom widgets.
    1. Optionally, choose tasks from a specific project or folder and choose to include tasks from subfolders.

The middle pane features the preview, which updates as you select criteria in the right column.

  1. This is where the power of dashboards becomes evident. Choose from filters such as Status, Assignee, Due Date, just to name a few!

In the scenario, illustrated above, you can see that Jason chose to create a simple widget that displays all active tasks assigned to him. Additional widgets can then be created, all to appear on the new dashboard!

In the following example, Jason created two widgets, one for active tasks, and one for overdue tasks. You can easily see how there are no overdue tasks. Nice!

How did we do?

Wrike "Custom Item Type" Definitions

Using Timesheets in Wrike

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