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Shelly Erickson

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Shelly Erickson hat einen Kommentar hinterlassen
  1. Community
  2. Brought to You By Wrike
  3. [Use Case Templates] Content Operations 📝

We don't have a content operations team but I can see how this would be very helpful for those who do! Thanks for all the templates! These are great!

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Shelly Erickson hat einen Kommentar hinterlassen
  1. Community
  2. Brought to You By Wrike
  3. [Use Case Templates] IT Service Management ⚙️

We currently have multiple IT areas in Wrike and already setup but this may give some ideas for process improvements! Thanks!

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Shelly Erickson hat einen Kommentar hinterlassen
  1. Community
  2. Product Feedback
  3. Custom Views and Default Views

Julien DELILLE     I can see they are working on it but still having issues ... duplicates and my defaults aren't back.

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Shelly Erickson hat einen Kommentar hinterlassen
  1. Community
  2. Product Feedback
  3. Custom Views and Default Views

Thank you Lisa. I submitted a ticket. Hopefully it will be a quick fix!

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Shelly Erickson hat einen Post erstellt
  1. Community
  2. Product Feedback

Curious about the custom views and default views. Did anyone have to reset all of theirs? I'm trying to determine if it was a Wrike issue or if an internal user did something.

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Shelly Erickson hat einen Kommentar hinterlassen
  1. Community
  2. How To
  3. Tracking Project Slippage

We used a custom field with drop downs to keep the reasons specified. It's used for reporting purposes.

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  1. Community
  2. Weekly Release Notes
  3. [From Wrike] What's New In Wrike - October 2021

I'm definitely most excited about the New Automation Trigger with the Task dates!! This is a great addition for us!

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  1. Community
  2. How To
  3. Wrike Governance Council Charter

We started with just one small department of five people and have expanded to four departments. Before adding additional departments, we review the current tools, identify the need and feasibility,...

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Shelly Erickson hat einen Kommentar hinterlassen
  1. Community
  2. Brought to You By Wrike
  3. [Use Case Templates] Sales Operations 💰

Our Sales Operations team has a very specified custom workflow built in another platform so this wouldn't benefit them however I could see where this could benefit some other areas in our company w...

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  1. Community
  2. How To
  3. Basic template that is similar to a school register that I can define via colour as a 'yes or no' oprtion.

You could create a space for your schools, add custom yes and no fields utilizing the checkbox option, create a custom workflow to have your YES and NO with colors, then add workflow automation: