The List view is the default view in Wrike.
Here you can see all the tasks in the Folder
or Project you have selected on the left.
This view is great for those
who need to create a quick list of tasks.
There are a few special aspects of the list view
including sorting and prioritizing your tasks.
Click this little arrow icon to see all of the subfolders.
To see all the tasks inside subfolders
from the top folder
click on the “Options” menu and then select
“Show subfolders”.
This shows you all the tasks
from every subfolder at once.
You can use “Hide subfolders” to hide them again.
By default
Wrike shows you all active tasks.
You also have the option to view All completed,
on hold or cancelled tasks and
you can clear the filter to see all tasks.
The default sorting is by priority.
This means you can force-rank your tasks from
top to bottom by dragging and dropping them
on the list according to your priority.
Everyone on your team will see
the exact same priority order you define,
so it’s a great way to communicate
what tasks need to be done next.
The next sorting option is by workflow status.
This shows us the list of tasks organized
into four workflow status categories:
active tasks at the top,
completed, deferred and cancelled.
The next sorting option is by importance.
There are three types of importance settings in Wrike:
high, normal and low.
The default is normal.
To change the importance setting on a task,
hover your mouse to the left of the title,
click on this exclamation mark icon
and select high or low importance.
Let’s change this one to high and go to the next task.
Let’s change this
to low importance - the downward looking arrow.
Now my task list is sorted by high,
normal and low importance
so I can easily see what is most important to work on.
The next sorting option is by title
which orders all of your task titles
in alphanumeric order.
The last sorting option is by due date
which organizes your tasks by due date categories
- completed, deferred, cancelled, today, next week and later.
The “later” category shows you tasks
where the due date is later than this month
along with any backlogged tasks
that don’t have a due date yet.
Let’s move back to priority sorting
and I’ll show you another special aspect
of the List view.
The List view lets us use mass actions
to bulk edit tasks’ attributes.
If I hover my mouse next to any task
I get a checkbox icon to the left.
Click to select it and go into mass edit mode.
I can select all the tasks in this folder
or I can reset and go back and select
individual tasks or range of tasks.
Now I can see the mass actions menu on the right.
I can change statuses for all of these tasks,
clear dates, schedule tasks for today, tomorrow
or next week.
I can also change all the assignees
or swap users for these tasks.
I can also move or include these tasks
to another folder
as well as share them with my team.
I can delete them or apply advanced scheduling options
such as custom dates
or convert them to milestones.
The mass editing option comes in very handy
when you need to apply a lot of changes
to a big project.
The last aspect of the List view
is being able to apply filters to narrow down your view.
Let’s take a quick look at the filter options.
We can filter by workflow status,
specific assignee, or select all unassigned tasks.
We can apply filters for tasks to do this week,
this month, by task type (planned or no date yet),
by start date, due date, last modified date
or by the task author.
Once you’ve filtered a list
you can also add it as a widget to any dashboard
to easily keep track of the tasks
that matter to you most.
If you need to work in Excel,
you can quickly export your list.
You can also print it and export it into your calendar.