Skill Levels
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
Note
This is an experimental feature released in Wrike Labs. It is subject to change and may not be available to all users.
The new Skill Levels custom field makes it easy for you and your team to manage and track everyone’s expertise right inside Wrike. You can pair skills with proficiency levels in one place - helping you make smarter resource recommendations and ensure the right people are assigned to the right tasks. It’s a powerful way to optimize project staffing, improve service delivery, and stay ahead of the competition.
Custom fields like Skill Levels enable you to track and update user competencies (e.g., language skills) directly from your account management settings. Here’s how you can update these fields for one or more users:
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Go to User Settings
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Navigate to the Users 1 section under Account Management in the sidebar.
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Select Users
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Choose the users for whom you want to assign or update skill-level information. You can select multiple users at once for bulk actions 2.
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Mass Update Custom Fields
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Locate the Mass Actions menu and select Update Custom Fields 3.
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Add New Custom Field
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Click the Add Custom Field 4 button to start adding new attributes for the selected users.
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Choose Skill Level Field
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From the available custom field options, select the relevant Skill Level field, such as Language Skills 5.
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Select Relevant Skill
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Click in the search bar to display a list of available skills. For example, you might see English, French, or German as options 6.
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Assign Proficiency Levels
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Alongside each skill, proficiency levels - such as Beginner, Intermediate, Advanced, or Expert - will be displayed. These levels help categorize each user's expertise 7.
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Update Multiple Skills if Needed
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Assign different skill sets and their corresponding proficiency levels to each selected user. For instance, you can set English/Advanced, French/Intermediate, and German/Beginner as needed 8.
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Review and Save Changes
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After all relevant skills and proficiency levels are assigned for each user, click the Update 8 button to save your changes.
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When you set a specific skill requirement for a task in Wrike, the system automatically ranks team members in the assignee list based on their skill proficiency. Users who meet or exceed the required skill level are displayed at the top, making it easy to identify the most qualified candidates. Team members who possess the skill, but at a lower level than required, will appear next in the list, followed by those who do not have the skill at all. This smart suggestion feature streamlines task assignment by ensuring that tasks are delegated to the most capable individuals, improving efficiency and project outcomes.
For instance, if a task requires advanced proficiency in English, the system will recommend the most suitable assignee who meets both the skill and its required proficiency level. Users who possess the skill but do not meet the required proficiency will still be listed in the assignee recommendations, marked with a grey icon. Meanwhile, those who fully match the skill and proficiency requirements will be highlighted with a green user attribute icon in the recommendations.
In Workload charts, you have the option to filter or group your team by Skill Level fields. This allows you to easily identify which team members possess specific skills and assess their proficiency levels at a glance. By leveraging this feature, you can efficiently allocate tasks based on expertise, ensure balanced workload distribution, and quickly spot skill gaps that might need addressing through training or hiring. This targeted approach helps optimize team performance and project outcomes.
To filter assignees by Skill level, follow these steps:
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Go to Filters by values in user profiles 1 located under All fields in profiles.
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Click the + Custom field 2 button.
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Choose the relevant Skills level 3 custom field, such as Language skills.
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Select the specific skill 4 you wish to filter by (for example: English, French, German, etc.).
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Choose the desired proficiency 5 level (Beginner, Intermediate, Advanced, or Native) for the selected skill.
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Once you select both the skill and proficiency level, your workload chart will automatically display only those people whose profiles match your criteria 6.
Note
This new field type is only applicable to skills and can be created solely for users—it cannot be set up as a skill level custom field for tasks or projects. However, once created for people, it can be used in tasks and projects if the Use as assignee requirement checkbox is enabled.
Current limitations: While in Labs, the new Skill Level field is not yet supported in the new Dashboards, public API, or mobile apps.