[Onboarding] Efficient Project Manager Habits - Step 5 ๐ŸŽฏ


Hello again, Wrike trailblazers!

Now is the perfect time to channel all the knowledge and insights you've gathered so far into creating effective strategies for your team in their pursuit of mastering Wrike ๐Ÿ’ช

To assist you on this journey, we've compiled a list of top practices that Wrike champions, like yourselves, have shared:

1๏ธโƒฃ Create Tailored How-To Guides: Develop presentations or similar resources that offer scenario-based guidance reflecting your company's processes in Wrike.

2๏ธโƒฃ Designate Wrike Mentors: Assign in-house 'Wrike Mentors' or 'Champions' who can provide overview sessions, be the first point of contact, and create customized training sessions for new users.

3๏ธโƒฃ Host Hands-On Learning Sessions: Spend time with your team to guide them through your system, covering everything from project management terminology to Wrike's capabilities.

4๏ธโƒฃ Establish a Knowledge Base Folder: Build a comprehensive 'Knowledge Base' folder on Wrike to serve as a repository for 'How-to' guides and FAQs. Update it routinely to reflect your evolving usage. (Pssst - Our Wrike Training template may be helpful for this!)ย 

5๏ธโƒฃ Organize Monthly Meetings: Regular meetings to address all submitted questions and concerns can show your team that their input is appreciated and valued. It can also go a long way in addressing any challenges they may be having using Wrike.ย 

We also recommend you check out our Help Center section on Onboarding your team.ย 

We'd love to hear about your experiences handling onboarding so far - any trials, triumphs, or tips you'd like to share, or any assistance needed? Don't hesitate to let us know below!

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

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