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Real time collaboration in Wrike: share your experience

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Jeremy Tank

    Putting this in the survey is a great start, and I filled it out. I really appreciate you upgrading this pain point for solution research. 

    Modifying the comment/update functionality to shift comments forward or backward in time allows my team to reduce Slack, Dropbox commenting, instant messenger, email, and 8x8 usage. People like to chat to work through information. They use this area to funnel the chats into workable solutions on the task. Once a chat gets too long, and the scrolling too extreme, they move the conversation off-platform onto one of these other services. This loses over half the conversation. Documentation of decisions gets dissemminated too far to track efficiently.

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    .Peter Forman

    We need the when and assignee completes a task, the task remains in a "pending complete" status. It should be that only the assignor can fully comply The task. We want this to be a mandatory setting not something through th The custom workflows.
    Only Assignir should decide whether a task is actually fully complete.

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    Anastasia

    Hi Peter, sounds like you support this request and could be interested in voting for it too: Setting permissions on who can mark a task or project to COMPLETE.

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Shae Strachan

    I would say start by FIXING the core functionality of the software. I have multiple admins creating dozens of tasks per day. The descriptions of the task are being randomly cut off. My Admins see the full description and my collaborators/contractors DO NOT SEE the full description. This is a HUGE PROBLEM for obvious reasons. I have had several upset clients because tasks were not complete or the wrong info was done. Here is one of several examples. https://www.evernote.com/l/ALG4jo_8hs5EOpZyEXxwadO2622-wfzbHGg The screen on the left is Admin and right is collaborator. I have been using Wrike for a few months now and started to notice the issues right away and reported it over a month ago. Senior Support Admins have told me a "hot-fix" is to go back make a change to the description then the update should reflect on the collaborators side. This is obviously counter intuitive and IS NOT a solution.

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    Anastasia

    Shae, thank you for your patience while we worked on resolving this issue. You're absolutely right, that measure was a temporary quick fix, and in no way a solution. I understand how this caused a disruption in communication between team members and clients, and no amount of workarounds or hot fixes can amend that. This was a top priority for us and I can see that you've already been updated in a Support ticket, but I wanted to share it with anyone else who is interested: we've released an update where this issue has been globally resolved, no hot fixes, only a real solution. I appreciate your patience, the examples you provided our team with, and your help with getting this resolved. 

    Anastasia Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Lauren Petrullo

    I like Jeremy's comment. If there was a way to highlight important comment thread elements or archive nonimportant pieces to the conversation. I wish there was a live chat function for a project. Perhaps a comment box that opens with everyone who is tagged in the task for real time updates? We're finding ourselves real time conversing in Skype and I'm copying and pasting elements into Wrike hahah. It's easier to skype because you're not taggin someone all the time. 

     

    Lastly, I do love the notifications. When a big project is commented on and I'm tagged in it, I see the notification and jump right in!

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    Bethany Taylor

    I would like to be able to invite clients as collaborators but limit their access to view only portions of the project or certain comments. My company does complex, high-level security installation/integration projects and we not only communicate regarding scheduling and milestone completion (stuff a client would like to see) but we also address internal issues (backordered product that we are working to source elsewhere, AR/AP questions, etc) which I would like to remain "hidden". I haven't involved any of my clients in Wrike to this point but I see this as being the next evolution in our use of the software. I am currently using Wrike in a few smaller offices but could see this rapidly expanding as the project management standard tool in my organization if I could just get the client communication portion addressed. Is this on your roadmap, or do you have suggestions on how I could do that with already existing features?

    I love Wrike for is customization and flexibility, and I would really like to take it global with my organization if the features match up!

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    Jeremy Tank

    I've been trying to figure out how to get partial client collaborators. It would be totally useful as my clients keep changing the settings within Wrike tasks to what they deem to be the correct choice. 

    For example, a client received the proof through Wrike, made annotations and then changed the job status to Completed. I had to change the status back and ask them to allow me to manage the updates. 

    This happens once to twice per week.

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    Chris Wheal

    This idea seems to crop up repeatedly. As nothing has happened I assume it is not going to. But, just in case, here's my view.

    We need an instant message or chat function within Wrike to enable teams working together in a live environment to communicate as if they were sitting next to each other in an office when actually they are remote. We can use a new task for the individual's role - A news shift with fixed hours and a price. But the people on the shift and the editor need to be able to communicate rapidly about who is doing which story and how fast.

    As one shift ends and another begins, the first person leaves the chat and the new person joins. The chat is continuous covering several tasks and team members.

    Ideally the chat record is then stored, given a title and dated, so it can be studied later if needed.

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    Ivan Weiss

    We actually almost entirely moved our conversations out of Wrike and into Slack which is SUPER disappointing as it puts us in another platform to manage, more cost, etc.  And not using a major part of Wrike.  But, once we grew it just did not work for us anymore....

     

    We run complex projects and within each project we have nested tasks with subtasks.  Our template has something like 90+ tasks built within (8) sets of parent tasks.  People were communicating ALL over the place.  I would have really preferred much like slack to either have comments only appear at the parent task level or even the project level.  We found that people were communicating about a project on the deepest subtask with only 2-3 people following.  Not the entire project team of 5-6 people or more.  

     

    So we posted more about how someone posted in the wrong place vs production conversation.

    Slack also mastered a universal way to visit comments and respond especially when mobile.  Wrike makes it a bit difficult as you are deep within tasks and normally opening via emails.  I know the inbox has gotten better, but that only work if you @mention someone.  Slack has mastered the way of showing general conversation going on vs @mentions so you are fully in the loop at all times.

    My recommendation would be to really look at what slack did as it is growing tremendously and try to incorporate some of those ideas.

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    Lauralyn Silva

    It would be good if there was a better way to hold meetings within wrike and take minutes in realtime and turn some of those notes into tasks. At the moment, what we do is we use Google Docs to minute our meetings in realtime. There are certain notes/discussion items that don't require action and it would be nice to have just a feature in Wrike for meetings. Kind of like how in Google Docs, they autodetect certain text and ask if you want to assign it as a task to a team member. 

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    Stephen

    Hi Lauralyn, good idea! We don't have that sort of auto-detect options in Wrike but I love the idea!

    I want to share a simple approach my team takes for reoccurring team meetings in Wrike.

    • We created a template task called 'Weekly Meeting'.
    • We duplicate it when we need it (or set a weekly Recurrence) and add assignees who are usually the attendees (and we also schedule it in our Google Calendar from the task itself).
    • In the template task, we created tables to outline the repeatable information we need to gather on a weekly basis; attendees, agenda and minutes so when we duplicate it, these tables duplicate too.
    • From there, we fill it out during the meeting. If new items in the minutes need to be created as a task, we mark it as 'Yes' and create a Subtask there and then on that weekly meeting task.
    • The owner then tags any other Folders/Projects that this task should belong in later.

    Here's a simple example of what our task looks like:

    This might get you thinking how you something like this could work for you. Looking forward to hearing from you ๐Ÿ™‚

     

     

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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    Susan Blizzard

    We vote for chat!

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