Folder Structure

We house many of our projects using different folder views so we can track different information and report on it.

We have one folder that houses all of our projects regardless of status (not started, inpr, completed)

We have one folder that houses all of our consultants and their active projects under each consultant.

We have one folder that tracks the Customer projects and has subfolders for Discovery, Active & Inactive.

We have another folder for projects based on completion Year-Month so we can quickly see the projects completed each month.

This structure allows us to track and report on activity easily.

3
1 comment
Spot On Innovative Approach Stellar Advice
Avatar

Hey Vincent, setting up your Folder structure based on how you want to report is a great tip! Thanks for sharing. 

Stephanie Westbrook Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Stephanie Westbrook Wrike Team member Become a Wrike expert with Wrike Discover

0
Comment actions Permalink

Folllowing List for Post: Folder Structure
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post