My Top 3 Wrike Best Practices for Keeping Projects on Track

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Dresler Zamora

After managing multiple projects in Wrike, I’ve found a few habits that really help keep everything organized and running smoothly:

  1. Consistent naming conventions for tasks, folders, and projects – makes searching and filtering much easier.

  2. Dashboards for daily priorities – I set up a “Today + Overdue” dashboard so nothing slips through the cracks.

  3. Recurring task templates – for repetitive workflows, I use Blueprints or duplicated tasks to save time.

What best practices have you found most useful in Wrike? I’d love to swap ideas!

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Basudha Sakshyarika

Dresler Zamora: Awesome tips! I’m sure others will find them helpful too! I personally use point two—using Dashboard—to keep track of my to-dos for the day and also for tasks with upcoming due dates. 😊👍🏽

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Basudha Sakshyarika Wrike Team member Become a Wrike expert with Wrike Discover

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Amy Hunter

Totally agree Dresler Zamora!  Naming conventions are really important and I've found setting up custom fields correctly from the beginning really helps with reports and filtering as well.  I love dashboards and set up a lot of team dashboards too so we can see what everyone is working on at a quick glance.

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Raimund Dienst

Nice topic.

Adding my aspects:

  • I created a "Personal task dashboard" that shows a customized view on tasks, approvals, etc. at a glance. It shows tasks for the user loading the board, so it is working for all without adjustments.
  • Blueprints containing naming convention already.
  • Co-Pilot the get an update on major topics.
  • Project performance boards (report + analyze boards) show major KPIs for any project and we can review on bulk.

 

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Rohan V

Thanks for contributing, Raimund Dienst! I hope your tips help our Community members 👍

Rohan V Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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