Having a client designation like a folder or project
It would be great if in addition to folders and projects, we could have a client designation level. We currently have our clients has top level folders and it would be great to turn them into a "client" and be able to sort by the client. We aren't looking for Wrike to become a CRM system or store any details about the client, just a new way to filter through projects and tasks. Thanks!
Hi Amanda, welcome to the Community and awesome profile picture! 🤗
Just so I have a better idea of how you're Folder tree look for these top-level Folders, do you have them grouped in a more parent-like Folder named 'Clients'? This way you could use Search to find certain clients' Folders easily by only searching within this highest level parent Folder.
See the Gif below. It shows how I am searching just within my Client Folder. In the Search input, you can see Client A, B and C that live within that Parent Folder, making it easy to locate certain client Folders.
Let me know what you think 😊