[From Wrike] Share Your Top Tip with the Community ๐Ÿ’š

Hi everyone!
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No matter what stage of the Wrike journey you're at, there's always something to learn ๐Ÿ‘€

We'd love to hear more about your top Wrike tip. Whether you're a seasoned Wrike user or brand new to Wrike, we know everyone has something to share ๐Ÿ’š

What would your top tip be for either a Beginner, Intermediate, or Expert Wrike User?ย 
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Please share yours in the comments below and as always, please let us know if you have any questions๐Ÿ‘‡

Cansu Community Team at Wrike Wrike Product Manager Erfahren Sie mehr รผber Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

Cansu Wrike Team member Erfahren Sie mehr รผber Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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14 Kommentare
Spot On Innovative Approach Stellar Advice

I would say that I have two main tips.ย 

  • Beginner tip: You can resize the panes on a dashboard! Simply resize a pane, then move around the widgets how you would like!

  • Expert Tip: Set up a governance group with one rep from every area in the company that uses Wrike regularly. One change in one department can easily affect the rest if you aren't careful. With a governance group, we make sure any changes won't affect anyone else negatively and at the same time communicate that change out to necessary people. So you aren't bogged down with meetings, create a workflow for governance change approvals so you can mention the group and describe a change in a task. Give everyone X amount of time to review/ask questions, and if no one objects, you can implement that change. If there are issues, you can address them - and it is all tracked in Wrike!
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Spot On Innovative Approach Stellar Advice

Setup a dashboard with projects & tasks that are accessed frequently... this can be your go-to spot to see what you need to work on or see things that you need to be updated on.

Great tips from Devree Czupinski above! ๐Ÿ‘

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Spot On Innovative Approach Stellar Advice

Get your projects into Wrike asap! Don't stress on it too much as you can always make adjustments! And, think about what you want to report as you may need to create custom fields to report on!

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Spot On Innovative Approach Stellar Advice

Know what kinds of metrics you want to report on before you set up your folder/project/task structure. Since Wrike Reporting is based on projects/tasks, knowing what kinds of reports you want to produce will help inform how you create and manage projects/tasks and help your team(s) better understand the how, what, and why of your Wrike set up. (And hopefully, avoid the need to change your structure down the road because you need to capture data differently to produce a report.)

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Spot On Innovative Approach Stellar Advice

Make a customized workflow fitting to your process. Think about this carefully before outside Wrike. Customize a standard dashboard for everyone fitting to your workflow.

Nevertheless start as soon as possible with a small group and test it, optimize it.

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Spot On Innovative Approach Stellar Advice

Strongly avoid tasks with less or more than one assignee! Always rember assigning new tasks (to yourself in most cases), and don't use multiple assignees. Create subtasks instead and make it clear who's responsible for which part.

This avoids a lot of confusion and helps your todo-list being reliable. Don't use the inbox as todo-list. Use dashboards or personal folders instead. Create personal folders for tagging tasks in order to organize them as you like.

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Spot On Innovative Approach Stellar Advice

Beginner advice: Think about your process and all they information you need to capture. Custom Fields are important to help organize and utilize reports.

Agree with others, try not to assign a task to multiple people. Make one person accountable in accomplishing the task. If you need to hold multiple people accountable, then create sub-tasks.

Expert advice: Standardize your projects to help speed up preparation and assignment of tasks. Use Job Roles in your templates so when asked about new projects, you can easily forecast about of effort needed for a project.

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Spot On Innovative Approach Stellar Advice

I strongly recommend check email notification settings. For project/task followers, I highly recommend to only check 2 boxes: If somebody @ mentions you or if somebody assigns you a task. This way, you won't be overwhelmed with so many notifications that don't give any value to you.

Use automation for approval processes.ย 

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Spot On Innovative Approach Stellar Advice

Addendum to Aloi Calvert:

Even those two email settings are redundant, if you use wrike daily, as you get those notifications in your wrike inbox also.

If you like to get informed about any changes of tasks you're following, without an @mention, the Wrike app has the best overview in the "activity" section. This function is really missing in the web/desktop application.

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Spot On Innovative Approach Stellar Advice

My top tip is look at your "To Do" list organized by date every day to keep up with all your tasks that are due today!

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Spot On Innovative Approach Stellar Advice

I think I have about a bazillion tips.ย  But here's my key ones:

For Project Managers

  1. Check your FILTERS and SORTING.ย  If you're not seeing something you expect, check to make sure you aren't filtering something out
  2. Create Dashboards to track your work, if not for you - try reports or calendars.ย  Let go of spreadsheets and manual status sheets.ย  You will be amazed at how much time you save by keeping the data in Wrike up to date, then using features to share and report on it - something that might takes you hours, MAY take you a fraction of that time, or even none, if you use template-like reporting!
  3. Ask QUESTIONS when you are stuck, you probably have someone who knows Wrike well, reach out to them and don't be afraid to ask questions
  4. Agree on NOT assigning tasks to anyone else who is not responsible for the work - show them how to Pin, Follow or Star important tasks

For Teams

  1. Work with your Project Manager to ensure you understand the project, and how it's set up in Wrike, and how and when they need you to play your part in providing files, client comments, or feedback.ย ย 
  2. Learn about Reports and Calendar options if you are client-facing - you will not believe how easy it is to share the timelines and critical steps coming right out of Wrike
  3. Learn about dashboards, not only your own - but also team dashboards - everything should be up to date and reliable and you can help your PM sort through priorities

For Admins in Wrike

  1. A good knowledge-base is a MUST.ย  Any training materials, tips, best practice, critical process requirements should be store there and shared with your whole team!
  2. Training and communication - Aside from all the work you put into setting up your account, determining process and steps and functionality is only part of it, so BUILD a training plan with the same buy-in and effort as your Process roll out plan.ย  It should include all relevant training requirements and goals.ย 
  • How are you planning to communicate to teams when there are changes needed?ย 
  • How are you supporting New Hires?ย 
  • Think about live training meetings - is it too much, not enough or just the right amount of content
  • Aside from Wrike Discover, do you need to build a curriculum (using tasks, templates and request forms) to give users hands-on training that will acclimate them both to Wrike and to your process?

That's what I would start with :)

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Spot On Innovative Approach Stellar Advice

Use the search box in Wrikeโ€™s workspace to quickly find relevant work. From one place, you can search for tasks, folders, projects, spaces, comments in tasks, request forms, reports, files, or other members of your account. Results are grouped by category to make it easier to see what something is, and you can useย search commandsย to look for tasks, folders, or projects based on specific criteria.

Utilize the search commands: https://help.wrike.com/hc/en-us/articles/1500005218022-Workspace-Search-Commands

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Spot On Innovative Approach Stellar Advice

My top tip is to make sure your team is trained well on Wrike and that everyone is using it that should be. Documentation should be made and expectations given, so that there is no confusion.

For new users, I think the filters confuse them the most, so make sure if you can't view something that your filters didn't change on you.

I also heavily recommend the Search function, it's a lot easier to use that than to try and click through areas to find a task.

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Spot On Innovative Approach Stellar Advice

Hi everyone!

Thank you so much for taking the time to share your tips here, these are really great tips โœจโœจย 

Cansu Community Team at Wrike Wrike Product Manager Erfahren Sie mehr รผber Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

Cansu Wrike Team member Erfahren Sie mehr รผber Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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