How Wrike Dashboards Keep My Marketing Team and Leadership Aligned

As a marketing professional, I rely on Wrike to keep all our projects organized and on track. One of my favorite features from 2024 is the Dashboard functionality, which has completely transformed how I collaborate with my team and keep leadership informed. Here’s how I use it to streamline our workflows and make life easier for everyone involved.

The Challenge:

Before using Wrike Dashboards, my leadership team often had to dig through emails, folders, and spreadsheets to find the information they needed. This not only wasted time but also created confusion and delays in decision-making. I needed a way to centralize all the critical project details in one place, so leadership could quickly review statuses, approvals, and timelines without getting lost in the weeds.

The Solution: Wrike Dashboards

I created a custom dashboard specifically for leadership reviews. Here’s how I set it up:

1. Custom Widgets for Key Metrics:

   • I added widgets to display task statuses, project timelines, and approval workflows. This gives leadership a high-level overview of where things stand at a glance.

   • For example, I use the Task Status widget to show which campaigns are in progress, pending approval, or completed.

2. Centralized Information:

   • The dashboard acts as a one-stop shop for all project-related information. Instead of searching through emails or multiple tools, leadership can simply open the dashboard to see everything they need.

   • I also included a File Widget to store important documents like campaign briefs, budgets, and creative assets.

3. Real-Time Updates:

   • One of the best things about Wrike Dashboards is that they update in real-time. Whenever my team makes progress or completes a task, the dashboard reflects those changes instantly. This eliminates the need for constant status update meetings or emails.

4. Automations for Efficiency:

   • I set up automations to notify leadership when specific tasks are ready for review or approval. This ensures nothing falls through the cracks and keeps the workflow moving smoothly.

The Impact:

Since implementing this dashboard, the feedback from leadership has been overwhelmingly positive. They love how easy it is to find the information they need, and it’s significantly reduced the back-and-forth emails and meetings. For my team, it’s been a game-changer in terms of transparency and accountability.

Tips for Others:

If you’re looking to create a similar setup, here are a few tips:

• Start Simple: Focus on the most critical metrics and information your leadership needs. You can always add more widgets later.

• Use Automations: Set up notifications and reminders to keep everyone in the loop without manual follow-ups.

• Customize for Your Audience: Tailor the dashboard to the specific needs of your leadership team. For example, if they care most about budgets, include a widget for financial tracking.

Why I Love This Feature:
Wrike Dashboards have not only saved me time but also made my leadership team more confident in our processes. It’s a win-win for everyone involved, and I can’t imagine managing projects without it!