🌱 Spring Admin Cleanup Marathon – Let’s Optimize Together! 🚀

1.  General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

I'm looking forward to tackling all these topics, but for my team specifically, I'd have to call out:

Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

We have an overabundance of custom fields. It makes viewing the custom field data challenging because there is so much mental data to sift through. At the very least, I started to implement emojis in the front to sort/group the custom fields by categories. I've also started to play with not having some custom fields visible to the whole team, because they don't really need to be visible, they just need to be pulled for dashboards/reports, but I've noticed that those updates also affect how those users can view the widgets with those fields.

As for CITs, we have only a very few. I find an extra item to manage and maintain to be a bit of a headache and when adding in improptu tasks to a project, there are concerns when the CIT isn't used and the default task is used throwing off our reporting, so we really just created extra custom fields to take the place of how we would additionally use CIT information in a dashboard report.

1.  Adoption of New Features – Tips for ensuring teams adopt new Wrike features while phasing out outdated ones.
   
   Is my personal highest interest for starters!

These would be my top 3!

•  General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
• Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant
• Adoption of New Features – Tips for ensuring teams adopt new Wrike features while phasing out outdated ones.

All, but definitely 

1. General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

Love the idea behind this new forum by the way ✨

I'd love to hear more about 1 and 4: General Cleanup & Optimization and Custom Fields and Custom Item Types. 

•  General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-
•  Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

1. General Cleanup & Optimization – I'd love to hear from other admins if they have a governance policy, like how long you keep information in Wrike, if you export old data and how long you keep it, and what your cleanup cadence looks like. Also understanding if anyone has successfully implemented a continuous cleanup cycle by utilizing other admins, champions, or department leaders so all of the cleanup work doesn't fall on you but is spread out and makes departments accountable for not letting their spaces get bloated and messy.

Second vote is for Custom Fields & Custom Item Types (CITs) because I agree with everything Kelsey said. (Thanks for the emoji idea!) I've started implementing some naming conventions in front of new custom fields with brackets so it's easy to see which department owns them, so when I open a task and fill out the applicable custom fields, it's easier to find the ones I'm looking for. A lot of our tasks are project-related and cross-tagged between spaces, so it's easy to end up with like 30 custom fields on a task. And we usually fill them out on a task instead of the Table view for various reasons, but usually because it's just faster.

All are of interest, but strongest...

User & Permissions Management – We currently use a cumbersome process to manage users, which involves exporting data to Excel and manually sorting it to determine inactivity. Implementing native functionality within Wrike to efficiently manage inactive users would result in significant time savings for Wrike administrators.

All are great but I would like to drill into

•  General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-
•  Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

1.  Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

We have trouble ensuring that new custom fields are used consistently, and I'd love advice on propagating them throughout the account without having to copy a view to a location!

1.  General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.

I would also like to dive deeper into the following topics:

1. General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account. 
2. Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

1. General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
2.  Spaces & Folders Management – Best practices for structuring spaces, handling duplicate folders, and archiving what’s no longer needed.
3. Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

1 & 2 are my blind spots. I love making things in Wrike, trying different ways to manage things, and I don't always sweep up after myself.

• General Cleanup & Optimization
• Spaces & Folders Management

Thanks team for engaging , I am happy to see that you want to engage and learn from each other. Based on comments and votes sounds like the most interesting topics are the following. We will start discussing them one by one and I will post the link to the first topic so we can have a dedicated area for discussion. 

1.General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account. Let's move to dedicated section for discussion 

2.Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.

3.Adoption of New Features 

Anna Grigoryan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Anna Grigoryan Wrike Team member Become a Wrike expert with Wrike Discover

Dear Admins, let's move to the new dedicated area where we will discuss the General Cleanup and Optimization.

https://help.wrike.com/hc/en-us/community/posts/30717030364183-Wrike-Admin-Tips-for-General-Cleanup-Optimization

Anna Grigoryan Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Anna Grigoryan Wrike Team member Become a Wrike expert with Wrike Discover

1. General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
2.  Spaces & Folders Management – Best practices for structuring spaces, handling duplicate folders, and archiving what’s no longer needed.

Definitely these two. We have been using Wrike for many years now and our team has been expanding, and there is a lot of clutter in our system!

These all sound great! My top three to start off are:

1. General Cleanup & Optimization – Strategies for regular audits, cleaning up unused items, and maintaining a well-organized account.
2. Spaces & Folders Management – Best practices for structuring spaces, handling duplicate folders, and archiving what’s no longer needed.
3. Custom Fields & Custom Item Types (CITs) – Managing field overload, retiring old custom fields, and ensuring CITs remain useful and relevant.