Anyone have any best practices around the Project Panel?
As a design/build firm for foodservice we are essentially an architect + general contractor + equipment dealer. A very complex business.
I struggle with a good way to organize the project panel and make it useful. For example, I would love to have a project directory with various fields completed. Who is the architect for the project, the engineer, the contractors, etc. But I only find attachments work and it is kind of out of sight out of mind. Anyone else have any good ways of making that screen useful for overall project organization?
My initial suggestion is to use custom fields for this. You can show custom fields at the task and/or project level. You could add a field for each part of the directory (e.g. architect, engineer, etc). When a new project is kicked off you would enter this info when creating the project in Wrike, or you could use request forms with your custom fields. See https://help.wrike.com/hc/en-us/articles/209603049-Custom-Fields for more info.
My problem with the custom fields is it is only one field. So if I have an architect, I need to store name, company, email, phone
Ivan, I am having the same issue. We are trying to track locations that our clients have across the nation and it feels like we are trying to force Wrike to act like a CRM system. We are still investigating the best way to do this. have you found anything for this?
I use custom fields extensively to better manage information that needs to be published associated to a project. Lack of Wrike reporting functionality outside of task info - I have been exploring other ways to provide a more comprehensive overview of a project via Tableau or ERAP.