Customizing Wrike with custom fields


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Customizing Wrike with custom fields

Video Transcript

Speakers in this video: Jimmy (GetApp) and Nic (Wrike)

Nic: As you click on the one of the folders and go back to the table view, you can see this option here for "add a column." Basically what this does is it gives you the extensibility towards Wrike's own field within the task.

Here, in a particular task, we can see that the task has you know a date, a status, sub-task, and different things. But you can add different fields about; let's say we're keeping track of bugs, so we can have a severity level.

So we could say that this is going to be a drop down with a number. Number values would be you know: P, 0, priority one, priority two. This is just one example of how we actually use this internally here at Wrike to keep track of our bugs that get submitted via customers.

But this also allow you to keep track of budgeting. If you got task, you keep in track of a budget; you can add column here for budget, which is already done. We could say, "Budget." This will actually sum up, so let's say, the budget for this task is $500. It kind of sums up to the top as you expect.

There's also percept complete. If you've got some task where you want to start indicating; this task is 50% complete or 75% complete; you can add that in. Estimated time versus the actual time you've track on the task; we're able to compare and contrast those figures.

There's really just number of ways that you can make this work for exactly how it needs to fit your work flow. This one was just released a month ago; and it's been a huge applause from our customers.

Jimmy: Will these fields that we add show up in the task view?

Nic: Yeah, sure. If we look back here at the task, you can see here this task has two custom fields added to it.

Jimmy: Ah, cool. I see. Now I see, okay.