Create Dashboard Showing Projects Involved In

Hi - I am trying to create a dashboard that can show all the projects I am involved in, whether I am an owner of the project or I am assigned to a task within that project. What is the best approach to setting this up?

I have a dashboard that shows all my tasks assigned but I wanted to set up a widget that shows all the projects I am involved in, just to show from a higher level.

Thanks,

-Nick

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Elizaveta Bogdanova

Hi Nick, welcome to Wrike Community 🙂

Currently you can create two different widgets: the first one on projects where you are the owner, and the second on the tasks where you are the assignee. As a workaround, you can use the Table View to see all the projects and tasks within them - in that case you'll need to put (=tag) all the projects into one folder. I hope that will help. Drop me a line here if you have any further questions 👍

Gutemberg Amorim

Hello,

my coworker was looking for that today and she found out a solution for it!

Create a Projects Widget
Select Folder (that contains all projects)
Go to "Add more filters" (it appears after selecting the folder)
Select your job position + yourself as user
Done!

P.S. Job positions = custom fields we have created for each job position in the company. Each project has a person assigned to each of those fields.

Cansu Yetisgin

Hello @Gutemberg Amorim and welcome to the Community!

Thank you for sharing your best practice with us. If you have more tips & tricks for our Community, you can also share them on our Best Practices forum 😊