In this 2.5-hour long project-based course, you will learn how to create and manage custom dashboards in Wrike to plan, execute and track both your personal work, team actions and multiple projects. You will use system and custom widgets, and create widgets directly from your tasks filtered list views.

In this Guided Project, you will:

• Create dashboards to manage your personal work
• Create dashboards to manage your team work across multiple projects
• Create custom widgets directly from list view

2.5 hours

Intermediate

No download needed

Split-screen video

English

Desktop only

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

1. Create a Wrike account and space
2. Import/Export projects
3. Create a personal work management dashboard
4. PRACTICE: Create a personal management dashboard
5. Create a team work management dashboard
6. Create multiple projects dashboards
7. PRACTICE: Create multiple projects dashboards
8. Create custom widgets
9. Add items to dashboard from the list view
10. FINAL PRACTICE – Create a stage specific dashboard – Cumulative challenge

 

Note: This is part of the larger overall course Project Manager. To complete it fully, you will need to complete all of the following courses:

• Google Project Management
• Automate tasks and processes with Jira
• Change Leadership: Developing Strategic Gap Analysis in Miro
• Create a custom workflow in Wrike
• Create and manage a project dashboard with Wrike
• How to use roadmaps in Jira
• Getting started with Microsoft Excel