Wrike Productivity Tour - New York City

I would like to talk to other users about the best practices they've discovered around managing subtasks independently of their parent tasks.  

I'd like to talk about how others use Wrike to manage their reports' workloads. Do they pull weekly reports? View the overdue tasks etc.? 

Hello! We've got Wrike deployed across our Operations department (collaborating internationally as well) and are using it to coordinate and run all projects. I would love to find out how others are utilizing other collaboration add-ons/integrations (marketing/creative approvals) or Slack and Salesforce. 

Some of our teams have built their Wrike workflow as very Request Form-oriented. We intend to track initial ticket receipt to tasks related to said ticket, issue resolution, completion etc.

We are looking to build meaningful and relevant reports surrounding our tickets/requests.

Understanding the full functionality of the Wrike reports as well as best practices from project inception would be so helpful.

I want to get a better understanding of how people structure Wrike to give enough detail on the project status without turning keeping Wrike up to date, a project in itself. I also would like to understand what other systems (Salesforce, ERP etc) people are integrating Wrike with and what benefits they have received from that.

I would like to hear how other users use the Gantt charts/timelines and snapshots feature

I'd like guidance on overall program management and ways to set up a pipeline for leads and opportunities. I have been experimenting with custom workflows, and am interested to see if I can apply these to projects instead of tasks or if I can customize statuses as well.

I would also like to to have a better understanding of how to use custom reports & analytics.

I'd love to understand how to integrate budgets into wrike!

I'd love to know if (and how) people are balancing internal vs. clients within Wrike. We've extended access to some clients (in their own, dedicated area). I'd be curious to hear from anybody who has done this, lessons learned, best practices, etc.

Hi everyone, love seeing all the messages here! I'll be actively looking for each of you to go over your questions and connect you with other Wrike users, but please don't hesitate to reach out to someone in a Wrike shirt and ask them these questions as well. They'll be able to answer your question or point you towards someone who can. 

Keep the posts coming, we'll be checking the forums right up to the event!

I am looking to find out how some other users simplify their project tasks & subtasks. I feel like some of the tasks/subtasks we add now are a too granular. 

I would greatly appreciate if you can address how to see the lifecycle for a task/group of tasks in the form of the report that lists the workflow changes and how long each workflow status lasted. This has lots of benefits on addressing the efficiency, auditing, and compliance.

Also, I would like to see few examples on the time tracking/man hours vs allocated budget (if this is available).

Thank you

I am interested in learning about the cultural / team dynamics aspects of Wrike: how do you use Wrike to create a culture of achievement and 'getting things done'? How do you get people to actively use Wrike, also for their own work management?

Also, I would like to understand with view others use to get a quick, high level overview of what is going on in a team. Neither dashboards, not reports seem to do the trick for me.

Thanks and I am looking forward to tomorrow!

Hello. Very small business here.

I'd love to demonstrate to an export how we have our projects and tasks set up, to see if we are following best practices- we use wrike for office management more than projects/clients, so curious to see if I've translated examples in help pages to fit our needs in the best way.

I also do some amateur integrations with FileMakerPro, and would love to connect other things like IFTT, and Quickbooks (desktop) which probably means understanding the perma  links  better  

Finally, I'd like to understand archiving and record-preservation better.

Thanks!

We would like to understand and learn more about the following:

1. Managing permissions so that we can better control who has access to sensitive task / projects
2. How to best to use Wrike to manage a portfolio of projects, and generate portfolio overviews
3. Best practices for setting up Wrike as we adopt ITIL
4. What is the Wrike development road map?
5. Is there any way to get "early adopter" access to new features (beta testing)?

We are Musicals with Character, a two person team, and I would say we are non-traditional users of Wrike. Hearing from traditional users will likely  open up new possibilities for us to make better use of Wrike.

Non-traditional, how? There's me, the composer, and my partner, the book writer and lyricist. As partners, we don't use Wrike in a top-down, hierarchal way. We are always thinking of something that we need to do individually or assign to the other person—or that we need to discuss in person when we meet. Rather than email or phone each other, we use Wrike. 

I'd also be interested in hearing if anyone incorporates different management styles (specifically David Allen's Getting Things Done system) into Wrike.   

Hi,

Will the presentations be posted here from the NYC tour?

Hi everyone! I updated the first post in this thread with links to the presentations that were used during the event. Again, we loved meeting you all and if you have any questions that you weren't able to ask please feel free to ask here! We'd love to help :)

@Richard D. Russell 

Hi Richard! Emily from the Wrike content marketing team here. I see you’re looking for info on how to set up GTD in Wrike, and thought you might find these resources helpful:

How to Set Up GTD Using Wrike (blog post)

Get Things Done with Wrike (ebook)

I would LOVE to attend one of these events. Any chance you'll be organizing another one of these event? If so where? We are headquartered in Dallas Texas but maybe willing to travel for something like this

@Deanna Well this is definitely a coincidence and fantastic timing with your comment. We are actually planning a Productivity Tour event in Dallas! It'll be on 11/14 and we'd love to see your team there. I don't have any more specific information right now, but I'll share a web page as soon as I have one. 

Hi Stephanie, 

Can you also send me any information regarding upcoming productivity tours?

Thanks - M 

Definitely! I'll actually go ahead and update this thread when I have more. :)

Perfect!