How to Get It Wrike - University of Notre Dame

How to Get it Wrike Guide

1. Why Wrike?

  • This is your one stop shop, all of your work will be centralized in Wrike. It will streamline our discussions and work. All you need is an internet connection to be able to work on a computer or your mobile phone.
  • Wrike will help you sleep at night.
  • Before Wrike, work was spread out over many different tools such as email, shared drive, etc.
  • Workloads are transparent in Wrike so managers can reallocate work and team members can offer assistance.

2. If used to its fullest potential, Wrike will help us reduce meetings and emails thereby increasing our overall productivity and prioritize our work in a way that is not currently feasible.

  •  How often should users log into Wrike? – What is the expectation for Wrike usage?
  • Every morning - start your day with Wrike.
  • Before you leave work - organize tomorrow’s day and check for changes.
  • If it is not in Wrike, it does not exist.

 3. How is work initiated?

  • New events must be submitted via Wrike request form.
  • Tasks will be pushed out by event leads and managers

 4. Are users responsible for creating tasks and projects or is an admin?

  • Event leads are only responsible for creating tasks and projects.
  • All new projects must be created using project templates.

 5. Is there a specific naming convention? – If users are able to create tasks and/or projects, is there a specific naming convention they should stick to?

  • Projects: “Project Name - Event Lead - Event Date" 

 6. Where do I go to see my tasks?

  • All tasks assigned to you should live within My Work. (The My Work tab is on the left hand panel.)
  • For example, What do I need to do today? What should I be working on this week? What can I put off until later? My Work will help you prioritize your tasks.
  • You can take control of your work and move tasks as you see fit.

 7. Where is work done?

  • Projects = Events, they have specific due dates and owners. All projects for our department live under the parent folder “Our Events”. Specific tasks live within each project.
  • Our Team contains folders that organize tasks that have been tagged to specific pods. For example, Event Briefings live within events but they are also tagged to the Management Folder - Event Briefing folder so that their team can see all briefings in one view.

 8. Run team meetings out of Wrike.

  • All meeting information should live within Wrike. For example, agendas, meeting notes, action items should live within the meeting task.
  • All action items can be listed in the description box but the task itself needs to be placed inside the appropriate project.
  • If there is an action item, the note taker is responsible for at mentioning the individuals who have an action item that results from the meeting.

 9. Where can users go for additional questions?

 

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Is this an article? Where I can find it?

Andrea Rosales "Gracias por existir Ctrl+Z"

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Sorry for the delay. It should be uploaded now.

 

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Hi Everyone - I am the Customer Success Manager for NDU and together we were able to customize our own standardization of "How to Get it Wrike". This document can help teams solidify how they are specifically to utilize Wrike, and how they are to do so in alignment with their organizational goals. 

There also is a link for how to customize your own playbook from a basic template. 

If you create your own playbook, we would love to see it! Feel free to post it under "Best Practices"! 

 

 

Dury Bell Community Team at Wrike Become a Wrike expert with Wrike Discover

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Thank you for sharing this, is great to see other ways other companies are communicating Wrike to their team members. 

Dury's link in her reply was extremely helpful as well. This was the first time I saw the playbook - if it's not linked to start up articles (I don't want to assume anything) - it should be, as I don't remember seeing it. 

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Thank you so much for sharing this, it is so helpful! The Wrike community is so amazing!!

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Stephen

Great to hear you're enjoying it. It's all thanks to all the amazingly knowledgeable members we have here 🙌

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