TL;DR: Views in Wrike are different ways to look at the same tasks and projects. To use views, open a project or folder, click the + View button, choose a view type (Table, Board, Calendar, Chart, or Gantt chart), and switch between them anytime from the toolbar at the top.
Hey Community! 👋
If you have ever wanted to see your work as a timeline one minute and a simple board the next, you are going to love views.
A view is just a different "lens" for the exact same tasks and projects. Switching views does not create new work or move anything. It simply changes how your work is displayed.
Let's walk through it together.
What are views in Wrike?
Views are the different options for how you see items inside a space, folder, or project. The important thing to remember: all views show the same data, just arranged differently. Change a task in one view, and it updates everywhere.
Here are the main views you can use:
View | Best for |
|---|
Table | Working in a spreadsheet-like format, managing custom fields, and editing many items at once |
Board | A Kanban-style board where you drag tasks between status columns |
Calendar | Seeing tasks on a calendar grid by their dates |
Chart | Quick visual summaries, like tasks by status or by assignee |
Gantt chart | Timelines, scheduling, and task dependencies |
Files | Seeing all files from a project in one place |
Resources | Viewing effort allocation across projects (focuses on projects). Available on Business, Pinnacle, and Apex plans |
Timelog | Reviewing time entries logged across a folder, project, or space |
Stream | A running feed of updates, comments, and changes inside a space, folder, or project |
📝 Note: Stream, Resources and Timelog require Business or higher, so your list may look different depending on your plan and role.
How to add and switch views
- Open a project or folder from the sidebar.
- Look at the toolbar near the top. You will see your current views listed as tabs.
- Click the + View button next to the existing views.
- In the window that opens, pick your view type, give it a name, and choose if it is visible to everyone (public) or only you (private).
- Click Create.
Your new view is added. To switch between views, just click the view tab you want at the top.
💡Tip: Use clear, descriptive names like Release Calendar instead of just Calendar. Future-you will thank you.
How to set a default view
Want a project to always open in the same view?
- Hover over the view tab you want (for example, Board).
- Click the three-dot menu next to it.
- Select Set as default view.
Now that view opens automatically every time you visit this location.
How to copy a view to other locations
Once you have set up a view just the way you like it (with your columns, filters, and sorting), you do not have to rebuild it in every project. You can copy it.
- Hover over the view tab you want to copy.
- Click the three-dot menu next to it.
- Select the option to copy the view to other locations.
- Choose where to copy it. You can copy it to all top-level subprojects and subfolders at once.
You can also bulk copy views and set them as the default for all the selected locations in one go, which saves a lot of time if you manage many projects.
Good to know: Copying currently works for top-level subitems. If your projects are nested deeper, you may need to copy in steps or set the view up manually in those locations.
A simple real-world example
Imagine you are planning a product launch:
- You open the project in Gantt chart to map out the timeline and set which tasks depend on others.
- Your teammates switch to Board view to drag their tasks from "In Progress" to "Done" during the week.
- Your manager opens Chart view to quickly see how many tasks are overdue.
Same project. Same tasks. Three different lenses. Nobody had to duplicate anything. 🎉
Good to know
- Views are per location. Setting a default view on one project does not pass it down to subprojects. You set it per level.
- Collaborators and Contributors cannot add new views, but they can still adjust filters and sorting on existing ones.
- Filters and sorting are saved per view. You can even make two Table views of the same project: one showing active tasks, another showing on-hold tasks.
Learn more
Want the full picture? The Wrike Help Center breaks every view down with examples:
Related posts in this series:
📌 Learn how to schedule Tasks and Projects: How to Schedule Tasks and Projects in Wrike
📌 Track progress once your work is scheduled: How to use project progress in Wrike
📌 Add context to your tasks and projects: How to add a description to a task in Wrike
Over to you
Which view are you reaching for most as you get started: Table, Board, Gantt, or Calendar? Drop a comment and tell us what you are using it for. If you are not sure which view fits your workflow, describe it below and the Community will help you pick! 💬
