📝 How we use custom fields to improve reporting and visibility

One of the most impactful improvements we’ve made in Wrike is using custom fields to enhance visibility and consistency across all our marketing projects. Since we manage requests for multiple brands and markets, we added a few key fields to help us track and report more effectively:

• Brand: Automatically populated through our Request Forms to organize work by portfolio.

• Market: Helps us group requests by region for prioritization.

• Project Type: Allows us to filter by creative pieces, digital, packaging, or support materials.

These fields are required in every incoming task, so we maintain structured data across the board. As a result, our Dashboards and Reports are far more useful—they let us quickly answer questions like:

• Which brands are generating the most requests this month?

• Where are we seeing delays (brief, design, validation, delivery)?

• How is the workload distributed across markets or formats?

This small change has made a big difference in aligning the team and identifying where we need to improve.

Question for the community:
What custom fields have helped you bring more clarity to your team’s work in Wrike?