Tracking Guest Reviews

Hello! We would like to start using Wrike for guest reviews of proofs. However, there could be a lot of items in review at any given time and we want to be able to easily track all reviews in one report. Is there a template or easy way to pull a report together like this? And is it something that could be shared externally so the client can also track all of their pending reviews in one place? 

For context, we are currently using another online tool that is more of a spreadsheet format with proofs attached to each row which the client can mark up. However, the tool does not allow you to download the file WITH comments included, and that has become a barrier for us as our newest client adds a lot of comments. We use Wrike for everything else so I'd like to move our external reviews into Wrike as well, but need to allow our team and client to see a full report of all items pending review and would also be great if they could see past completed reviews as well. Would appreciate any tips for setting up a report like this. Thanks!

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Hi Heather McCoy, we use external reviews for proofing at my company. Here is how we keep track: When an item goes into review, it also goes into a specific status (for instance: Proof Out status.) We also have a custom field called Customer Name which we populate with the name of the reviewer. From there, you can just build a report to track all tasks in Proof Out status and sort them by Customer Name. From there, you can use the 3-dots menu in the upper right of the report to export the report to Excel, save/send a link to a snapshot, or send the report via email.

Hope that is helpful!

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Hi Heather McCoy have you tried dashboards?

You can create different widgets and filter them for approvals 

Then you can share dashboard with public link.

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