Project Status (task by task)
Do you have meetings with stakeholders to learn about task statuses? Want an easy way to show a custom report, as well as dive into overdue tasks? If so, here's a tip:
If you use the app or web version: have multiple tabs open. The first is your custom report (from project completion %, project burn down, % tasks in progress, etc). Have then an Analytics view (which can tell a similar story-but with a clickable option to follow up on a theme) that can deeper dive into, maybe overdue tasks. This can lead to a row by row conversation with each stakeholder, and still allow for input from anyone.
I've found having various views open benefits each person in different ways. Lastly, if you're using a different screen resolution (maybe from an external monitor) consider memorizing the keyboard shortcut to zoom in/out!
I have been doing this too. It really helps jump to pertinent views during training or conversations. As Jesse Tenorio said, it benefits the users to see the different views. Not just to show the view each recognizes, but to demonstrate the other ways you can view Wrike data.
This would be less necessary if I could share dashboards with everyone, not just Regular Users and External Users. Dashboards give me a little more control over the exact way the user receives information.
In a similar vein, I have one user who just leaves a tab open for each of the projects he is working on. Rather than spend time looking up a task when someone asks him a question, he just hops to the tab and the answer is right there.
Thanks a lot for your tips, folks 🤗
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover