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Trevor Tollefsbol

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I am a mechanical engineer who has worked in product design and development for more than a decade. I have a passion for combining aesthetics with sound engineering practices, as well as a love for product and project management. Get me excited about learning something new, and I'll have a laser focus on becoming an expert no matter what the subject, software, or activity is. Your shared knowledge is my gain, and I hope to give the same in return. Cheers!

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  1. Community
  2. Product Feedback

Functions Beyond "+, -, *, /" in Custom Field Formulas

I have encountered multiple instances where logic-based calculations would greatly improve the functionality of my custom fields.  One such instance transpired today where I need to calculate the c...

  1. Community
  2. Product Feedback

Time Tracking at Project Level ⌚️

We need the ability to track time at the project level.  The reason for this is related to my previous post about launching a project template after creating a project form a Custom Item type.  Her...

  1. Community
  2. How To

Adding Project Template after Creating Project from Custom Item Type

Hi Wrike Experts! I need your help with a particular process we're trying to accomplish.  Here's the scenario: Before a project is launched, we write a "Market Requirements Brief" using a Custom Pr...

  1. Community
  2. Product Feedback

Automate Due Date Based on Task Status Change

The goal of this automation request is to reduce the amount of human interaction/error with task date changes based on known parameters and better predict project completion when specific tasks rea...

  1. Community
  2. Best Practices

Conducting Meetings in Wrike using Spaces

Al Sape just provided an excellent post in the “Best Practices” section regarding his team’s use of Wrike to both schedule and conduct meetings (see https://help.wrike.com/hc/en-us/community/posts/...

  1. Community
  2. Product Feedback

Need to Remove Specific Assignees in Mass Edit

Not long ago, I was able to remove specific assignees using the Mass Edit feature in List view.  We have numerous tasks with multiple assignees due to the way we collaborate in our organization and...

  1. Community
  2. Best Practices

DFMEA "Risks" Log by Project

In a recent post a user asked if anyone managed a risk log within Wrike.  I'm posting this to share how we manage risks for our own projects. We frequently have 20+ product development projects run...

  1. Community
  2. Best Practices

Variations on a Theme - by Template

I just recognized something I could be doing better with my project templates this afternoon.  Our project templates come in 3 flavors (at the moment).  All 3 templates contain the exact same tasks...

  1. Community
  2. Best Practices

Wrike Tip - Clean Reporting using Custom Fields

In our organization, reporting needs change based on time of year due to our development cycle flow.  Because milestone tasks are fixed after duplicating the project template, we found that using m...

  1. Community
  2. Best Practices

Wrike Tip - Clean Reporting with Multiple Projects

If you manage a team with multiple concurrent projects using a phase/stage gate process, you may have created your project template with each phase as a sub-folder or sub-project (see image below)....




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