For instance, you may want to create a widget for your team's tasks for the current week, a widget for all your overdue tasks within a particular project, and a widget for all your overdue tasks for today. There are numerous options, so now let's see how simple it is to create your own widgets in Wrike project management software.
Let's say you work on multiple projects with numerous tasks, and you need to focus on overdue tasks and today's tasks from one of the projects. Go to the project folder and filter the tasks assigned to you (1), overdue tasks and today's tasks by checking the appropriate boxes (2). If you want to include the tasks from subfolders into your widget, press the "Descendants" button (3). You may want to see the tasks you should be focusing on first at the top of the list, so you can sort the tasks by priority (4) and prioritize this list by dragging the most important tasks to the top. After that, just click on the widget icon in the upper right-hand corner of the filters panel (5), give your new widget a name and add it to the dashboard. That's it! You can now quickly access the tasks that meet your criteria from your dashboard.
Wrike's new custom widgets are very useful if you need to:
- Monitor the state of a specific project.
- Watch the tasks of a particular person or a team.
- View overdue tasks and today's tasks in one list.
- And much more!
For your convenience, you can adjust the widgets' positions on the dashboard, dragging them to the desired place (1) or deleting unnecessary widgets (2) to give more space to the remaining ones. If you need to quickly switch from a widget to the task list, press the small "expand" button (3). You'll be taken to the respective folder with the tasks filtered according to your widget's settings.
Go forth and create your own widgets to gather the tasks you need in one spot. We'll be glad to know how new custom widgets help you in your work, so you are welcome to share your practices in the comments!