How to create a Stakeholder Registry in Wrike?
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I'm interested in knowing if anyone has used Wrike to develop a stakeholder registry or analysis instead of simply creating a Word or Excel document and attaching it to Wrike.
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I'm not sure how much data you're trying to track about each individual stakeholder, but you could create sub-items for each stakeholder with custom fields for tracking pertinent data for each individual? You could even use custom item types and blueprints so that you didn't have to re-enter the data every time you need to list a person as a stakeholder. Just a thought.
Ali Moses Have you done this before? Do you have a screenshot of how you did it looks?
Lea Labastida I haven't done that exact thing, but it would about the same as any project/task with subtasks. (See attached.) You would probably just want to have the title of each subtask be the name of the stakeholder. Then if you needed access to a specific stakeholder's info, you'd click on the subtask. Does that help or were you asking more about the blueprint idea?
Ali Moses I see what you mean. Thanks for sharing!
Create a standard blueprint for a project adding required columns & load it in all Projects
Not sure what you want to analyse, but in terms of registry we have created a registry for asset management, in which we have custom fields for client information and our in-house account manager, so we can easily get hold of both the client and can easily route information to the right account manager/project owner.
It's just built up by custom item type, custom fields and table view. This is replacing what we used to do keep in Excel lists. Happy to share more information if this is of interest