Schedule a meeting to introduce your team to Wrike, you're going to want to invite: your champions and all of the users who are going to work in Wrike. During this meeting you’ll want to
- Give high level context. Share the intent behind deploying Wrike and how using Wrike will help teams achieve their goals.
- Explain the basics of Wrike. Show them Tasks, Folders, and Projects and go over how sharing works.
- Take your team through a sample project. This will help them understand how the tool works.
- Go over best practices and processes. Share any tips and tricks that have helped you and, if you’ve already established some processes, walk through those so that everyone is on the same page.
- Give your team resources. Introduce your champions and Wrike’s support tools so that everyone knows where they can go if they need help.
Nothing to show in your Workspace yet? You can still show your team Wrike in action.
Make it easy for your team to join Wrike by giving them the resources they need.
- Champions: your champions are your early adopters, they’ll be able to provide onsite help for anyone who needs a little more guidance about how to use Wrike.
- Wrike Help Center: our help center has detailed explanations and step by step instructions on how to use Wrike.
- Wrike Support Team: our support team members are Wrike experts and available to help answer your team’s questions about Wrike. Reach out to us at firstname.lastname@example.org.
- Customer Success Manager: webinars (offered multiple times a week) are there in case anyone wants or needs a quick refresher on how Wrike works.
You’re ready to invite your team to join Wrike! Check out our help center page for step by step instructions on how to invite your team, and you can use the User Management Chart to check on the status of invitations.