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New Custom Field Formats for More Accurate Project Tracking
- 3 min read
Wrike Team
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3 min read
3 Enhancements to Custom Fields for Better Work Management
In December, we introduced the ability to add Custom Fields to folders in Wrike. We've now added three new capabilities to help you get more from Custom Fields. 1) Duplicate data from Custom Fields — To make it easier to use Custom Fields in project templates, we've added an option to copy the values in custom fields when duplicating a folder. 2) Rollup Custom Fields in summary views — When viewing a parent folder, you can now display custom fields from subfolders. For example, inside your Marketing Team folder there is a subfolder for Marketing Campaigns, where you've have added a custom field called 'Priority'. When viewing the parent Marketing Team folder, you can now select to display the 'Priority' field that is part of your Marketing Campaigns child folder. 3) Join and merge fields — Sometimes users will create the same custom field in different projects. Originally, when these projects were combined into one view, each of these custom fields would be shown side-by-side even though they're intended to be the same field. For example, a budget field could be added independently to three projects and when combined into one view there would be three separate fields for budget. Now: If the fields have identical names, Wrike will now automatically join these fields into one, combining the data from each. If you don't want to merge these fields, you can easily undo the auto-merge. If the fields have different names (e.g. Budget, Planned budget), you can also manually merge fields into one column by highlighting each of the fields you want to merge and then selecting 'Merge field' from the column drop down menu. If there are values for the same task in both fields, none of the data will be lost. The data from the first field will be shown and you'll see an alert indicating the value from the second field and if you wish you can undo the merge or overwrite the data from the first field. We hope these enhancements help you get even more out of your Custom Fields. Stay tuned for more improvements to Custom Fields and Table View — coming soon!
News
3 min read
Accelerate Your Business with Wrike's New Custom Workflows
Your teams all have their own specific workflows. You need a platform that supports all of them. Today we're excited to introduce Custom Workflows, letting your teams structure their work so it moves faster and everyone knows where things stand. Now you can create workflows for everything from approval processes to bug tracking to content development and more. "Custom statuses have helped us streamline our development workflow and allow us to track tickets through our development pipeline." —Jeremy Rose, Vice President of Operations @SimpleRelevance Getting Started Setting up workflows is quick and easy. Account admins can create and edit workflows from the Account settings page. After you save changes, the new workflow will be available to your team in their workspace. Here are some common workflows to get you started: Once created, users can assign workflows to a team or project by right clicking on a folder and changing the workflow setting. Then, tasks in that folder will reflect the new workflow in the status menu. Now that you've implemented your workflow, build dashboards for real-time visibility into where everything stands. "The custom statuses help make the workflow much simpler, and allow us to create dashboards to capture tasks with this "Review" status. Thanks for a great feature!" —Andrew Hartman, Senior Director of Product Management and Platform Operations at CastNet Group Custom Workflows are now available to all Wrike Enterprise customers. Not yet on Wrike Enterprise? Sign up for a free trial today.
News
3 min read
Custom Reports and an All-New Graph
As your projects grow, tracking project status via e-mail becomes pretty much impossible. That's why we launched Wrike's Analytics features — so Enterprise users can quickly find answers to critical questions about project status and individual workloads. Today, we're giving you an all-new chart: Tasks By Users, which compares the productivity levels of individuals on your team. We have also expanded the Enterprise analytics section by offering you the ability to customize your progress report charts. Now, you can edit which stats are displayed on Analytics reports, delete charts you don't use, and even add your favorite charts as widgets on the Dashboard. Watch our short video and see the new customizable reports in action: You'll be able to test the waters and find the perfect combination of filters to fit your specific needs, but to get you started we've prepared a list with the most useful filters for each chart. Useful Filters for Familiar Graphs: 1. Performance Chart: This chart helps you measure the pace of your team and quickly spot any setbacks that might disrupt project completion. Filter the chart: Combine Planned + Completed tasks to see your overall project progress. Choose Completed + Due by This Date to check up on your current performance. 2. Baseline Chart: This graph compares actual project progress to the original plan. It's a staple for project managers, especially when you need to plan multiple projects with similar timelines, or report on real progress to Executives. Filter the chart: Filter to milestones only to instantly spot the most important alterations in the project schedule. Choose tasks assigned to you to report on the project components that you're responsible for. 3. Work Progress: This chart tracks the performance of each team member and gives you a historical perspective on their productivity. Use it to identify your top Wrike performers — maybe they can help you spread best practices. You can also spot people who are underperforming and investigate the reason. (Workload too heavy? Complex tasks? etc.) Filter the chart: If you're interested in your current personal work progress, filter tasks assigned to you and turn completed tasks off. Alternatively, you can filter tasks assigned to your department to see the progress your team's making. 4. NEW! Tasks by Users: Similar to the Work Progress chart, tasks are grouped by user so you can compare performance and make sure your team members aren't overloaded with work. Filter the chart: If your team makes up part of a larger corporate account, set your filters with yourself as task author and people on your team as task assignees. Then your chart will show you the performance of your team and the tasks you've assigned them only. When you've landed on your favorite or frequently referenced analytics reports, add them to your Dashboard for instant access to the information you care about. You asked for ways to customize reports and charts, now you've got it. We'd love to get your feedback. Hit the comments and tell us what you think.
