Best Practices and Use-Cases

This folder is a repository for all your active events. All projects requested using the request form will land in this folder. If your event planning tasks are time sensitive, you can set start and due dates for your tasks. To get an overview of the project's progress, click on the Marketing Events folder to use the Gantt chart view. Here, you can monitor the progress of each planning stage.

You can use Table view to see the specifics of each individual task.

Manage creative asset production for your events using the New Board view combined with the Creative/Design workflow available in every project created from a request form.

This folder serves as a repository for your completed events. It will display the Calendar view by default.

You can archive old events in this folder to keep a record of past or canceled events.

This brings all of your to-dos, from pending approvals to blocked tasks into this easy-to-use personalized productivity board. So, at a glance, you can see your most important tasks easily.

Use the Event Calendar to track all your team's work and work assigned to you by using filters.

Many events require vendors and creative assets. Instead of manually searching your creative assets and vendors, you can use the Event assets requests & vendors dashboard to easily track all vendors and creative assets with one click.

This template includes an Event Management dashboard, found in the dashboard section. It will give you insights into tasks in the following statuses:

Unlike the My Productivity Dashboard, which shows you all the work assigned to you, this Event Management Dashboard will show you all the work taking place in this space.

Using the New Event request form allows you to collect all the details required to start working on your events. You can share the New Event request form link with external parties, even with non-Wrike users. To use the New Event request form click the + button next in the top right corner of your workspace, then select Request.

Select the New Event request form answer the relevant questions.

Once the form is submitted the resulting project will land in your 01. Marketing Events folder in Requested status. The New Event project is a custom item type that will show you all the information collected in the request form, additionally, the resulting project contains several subprojects with additional subtasks to provide you with a pre-built event project structure.

You can view the project template that is produced by the request form in the blueprint section, any edits in the blueprint section will affect the resulting project of the request form.

Go to space settings to find out more about the workflows available in this space template.

Custom item types allow you to create fully customizable task- and project-based item types that can be tailored to the needs of your whole organization or specific departments and teams. In this template, there are six custom item types available that you can easily include in a new or in-progress project.

Vendors: with this custom item type you can manage your vendors and track them in the Event assets request & vendors dashboard. The Vendors custom item type utilizes the Vendor workflow, which gives you more details about the current status of vendor selection.

E-mail, Brochure, Asset, and Booth graphics: these custom item types work as your creative assets, all of them use the Creative/Production workflow to help you to provide the right follow-up through the creation process.

New Event: this custom item type is generated when submitting a new project request via the request form. It works as an event brief showing all the relevant event information.

In the item's right-side panel, you will find several custom fields displaying data relevant to your events, such as Planned Budget, Spent Budget, No. of Guests, and Registration Goal. You can create your own custom fields to further tailor your custom item types.

Campaigns can be added to this folder in two ways. You can simply add a Campaign Project custom item type, or fill in the New Campaign request form.

Once you are ready to start working on a campaign you can move it to the Active Campaigns folder.

In this folder, you will find your completed and archived campaigns for future reference.

If you would like a bar chart/visual breakdown of campaign dependencies, milestones, and other details, use the Gantt Chart.

The Calendar view is ideal for checking on and editing time sensitive tasks and projects.

With this calendar you will be able to keep track of the important dates within campaigns that are currently active.

In this dashboard, you will find three key sections:

• Critical Campaign Milestones: this widget shows you the milestones for each of the campaigns in-progress

• Active Campaigns: here, you can find all of the open and in-progress campaigns

• Overdue: this will show you all of the tasks within your Active Campaigns that are late, or behind schedule

This brings all of your to-dos, from pending approvals to blocked tasks into this easy-to-use personalized productivity board.

Custom item types allow you to create fully customizable task- and project-based item types that can be tailored to the needs of your whole organization or specific departments and teams.

In this template, there are six custom item types available that you can easily include in a new or in-progress project. As these custom item types are also task types, you can add them to your Active or Completed Campaigns.

You can use this request form to create a new project in the Campaign Requests folder.

This template includes two workflows, one for tasks and one for projects.

Each time you create a new project through the Go-To-Market Project Request Form which you will be able to find under the green plus button at the right top of the page, it will arrive in the Go-To-Market Campaigns folder, which contains a ready-to-use structure that can be leveraged while working on a Go-To-Market project.

In this folder, you will find completed campaigns archived for future reference.

To find a visual breakdown of campaign dependencies and milestones, try using a Gantt chart.

The Calendar view is ideal for easily checking on and adjusting dates.

In this dashboard, you will find three key sections:

• Project Status: this will show all the statuses for the projects in the Go-To Market Campaigns.

• Campaign Milestones: this widget shows you the milestones for each of the campaigns in-progress.

• Due Tasks: this will show you all of the tasks that are late, or behind schedule.

This brings all of your to-dos, from pending approvals to blocked tasks into this easy-to-use personalized productivity board. So, at a glance, you can see your most important tasks easily.

This calendar will display all projects color-coded with their current statuses.

Custom item types allow you to create fully customizable task- and project-based item types that can be tailored to the needs of your whole organization or specific departments and teams. In this template, you will find four custom item types that you can use when adding segments to your projects, depending on your project needs. As these custom item types are also task types, you can add them to your Active Projects or Completed Campaigns.

This template also includes three custom fields which are all relevant and useful for the projects inside this template.

When a new request is submitted through the New Content Request form (accessible via the green + button in the top-right hand corner of your workplace) all of the information will arrive in the Content Intake folder and will be unassigned until it is manually assigned to a writer. These tasks will be added to this folder with New status.

When you assign these projects to a writer, each of them will have access to a folder with the projects they are working on. Each folder will include their different tasks and their respective statuses.

The Board view shows you the tasks of each project and which stage each task is in

We have also included a Table view that can show you all of the information related to your project, along with its custom fields.

In this folder, you will find all of the projects and tasks that are already completed. This serves as a repository or archive which allows you to review information or edit the previously released or completed projects.

This brings all of your to-dos, from pending approvals to blocked tasks into this easy-to-use personalized productivity board. So, at a glance, you can see your most important tasks easily.

With this dashboard, you will be able to see all the project stages along with the respective tasks assigned to each one, so you can quickly track progress.

With the Department Requests Dashboard, you can find all of the incoming content requests, categorized by department.

In this calendar, you will have the opportunity to see custom and other relevant dates for each writer of the team. By clicking on the checkboxes, you are able to multi-select the writers whose calendars you would like to view. The information reflected in here is populated and connected to the folders created for each of the content writers in the team.

Custom item types allow you to create fully customizable task- and project-based item types that can be tailored to the needs of your whole organization or specific departments and teams.

In this template, there are six custom item types available that you can easily include in a new or in-progress project.

With the New Content Request form, any department within the company will be able to include a request for new content to be created.

With the workflow included in this template you will be able to categorize each step of your work in order to have full visibility of each stage of the process. You can use it for both tasks and projects in the Content Operations Space.

This folder works as a repository for all your active assets. You will notice several views available, these views will show different items. The All Assets view will display all your active assets, the Incoming Briefs view will show you all the asset requests that came through request form submission. The following views: Asset, Brochure, Infographics, and Banner Ads have filters that will only display their respective asset type allowing you to monitor the assets of your interest. If you click on the All dropdown, it will display a list of all available views.

Use the Board view to take advantage of the Creative workflow and easily manage your assets through the whole production phase.

There are several ways to add assets to your Design Requests folder:

Campaigns require numerous assets, if a campaign is taking place you can cross-tag all the assets you want in the different subfolders available (Campaign A, B, and C) keeping your creative work in order and avoiding wasting time searching for lost content in your computer's folders. You can rename and create as many subfolders as you need for your campaigns.

This folder serves as a repository for all your completed items. You can tag completed items into this folder to keep a record of past designs and campaigns.

Keep track of all your active tasks and assets using widgets that display the different production stages of your assets.

Calendars help you track what needs to be worked on and when. The Campaign calendar offers three different layers: Campaign A, B, and C. All of the tasks located in these folders will be reflected here.

This dashboard allows you to have an overall view of all the active tasks in your different campaign folders.

Custom item types allow you to create fully customizable task- or project-based item types that can be tailored depending on your needs. This template contains several custom item types to quickly start your work.

Asset, Banner Ad, Brochure, E-mail, and Infographic: These are work items developed to help you start working on your creative assets. They include custom fields such as budget, priority, and asset type to keep details documented. These work items include automation to notify you if an item remains in a requested status for more than 2 days. Please keep in mind that you need to add assignees or followers to these items so that they can be automatically notified.

Creative Brief: This displays all of the details collected when using the Creative Request request form and will land in your Design Request folder in the Requested status.

To use these custom item types click on the + icon in your Design Request folder and select the required item.

Included in this template are a number of custom fields.

Some of these custom fields are included in the custom item types and these items will provide you with valuable information related to your creative asset. These include Banner size/type or the Department that the original request came from. You can also use the Budget and the Remaining budget custom fields available in the Table view of the Campaigns folder to keep track of your campaign's performance.

The Creative Production workflow will help you manage your asset from its request to further phases like design and revisions. Allowing you creatives to quickly identify the current production stage.