Introducing the Welcome Dashboard for New Users! ๐
Pinned FeaturedHi everyone! ๐
We're super excited to roll out a feature that will make onboarding new Wrike users smoother and more efficient. Let's dive into the detail!
๐ Whatโs New?
Admins can now set up a dashboard as a welcome item for user groups. Every new user who gets invited into your account and is added to the group will land on this pre-configured dashboard when they join Wrike, and it will also be pinned for easy access!
We believe this will help Wrike newbies find their way around the platform and quickly see what they need to work on.
๐ How It Works
Setup: Admins can add a dashboard as a welcome item for specific user groups by going to Settings > Users > User Group Configuration.
Invite New Users: When inviting a user to your account, choose the user group you previously configured with the welcome dashboard. Your new user will land directly on it and have it pinned in their sidebar.
๐ Note: You can also choose to set a project, folder, or a space as a welcome item.
When inviting new users to a Wrike account, itโs also possible to set an individual welcome item for that user (see screenshot below). This item can be a project, a folder, or a space.
So what happens if a user has an individual and user group welcome item set up?
They will land to the individual one and will see the group item pinnedโจ
๐ Why This Matters
For New Users: Jumping into a new platform can be overwhelming, but with a Welcome Dashboard, everything you need is right there. Whether it's a project overview, critical resources, or essential tools, youโll have all the info you need from the get-go. No more hunting around - just log in, and you're ready to roll!
For Admins: Simplifying the onboarding process means less hassle and more productivity. You can ensure every new team member sees the most important items first, reducing the back-and-forth questions and helping them start contributing faster. Plus, with the option to set dashboards, projects, folders, or spaces as welcome items, you have the flexibility to tailor each group's welcome experience to fit their unique needs.
We canโt wait to see how you use this new feature to onboard users more efficiently. We'd love to hear your feedback - let us know what you think! ๐
Hereโs to a smoother onboarding process! ๐
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
Very useful!
Really smart idea! ๐