5 Simple Steps to Creating the Best Knowledge Base for your Team!

We have over 1,000 users in Wrike, this makes it a challenge to provide training and support unilaterally across all our domains, so we have set up a unique space to handle training, reference and support materials.  This is the foundation of our Wrike Knowledgebase

Step 1 - Create a space and share it with My Team - this ensures all new users added to your account, will automatically have access to this folder

Step 2 - You will have a lot of questions from your users, naturally, so why not compile them into a Master FAQ Folder in your Knowledge base.  Keep them organized by topics - so that users can easily find what they are looking for.  They also may see other FAQs that will be helpful while they are exploring a topic.

*Bonus - Create a Suggestions & Feedback Request form - If a question seems like a good candidate for FAQs, cross tag into the FAQ Topic Folder

Step 3 - Organize and Categorize your Training Documents, PowerPoint Decks, or Guides into a Resources or Training Folder!  *Bonus Tip - Cross tag these into the FAQ, or Permalink them into related FAQS.

Step 4 - Be sure to include snapshots, videos, links or examples in your FAQ Tasks - this will guide your users  a thorough understanding of the process or protocol

Step 5 - As you comb through new tips and tricks in the Wrike Community - Add the link to appropriate On-Demand Webinars, or other Training / Reference & Support Materials into Related FAQ Topics

*Bonus Tip -  Wrike has an excellent Project Management Guide, with many useful links for the novice to experienced Project Managers - Break out these topics into Tasks - supply the links in each topic and share with your PM teams!