Building a Process
We are looking to build an on boarding process within WRIKE for when we get new agents that will help us as a staff easily bring these new agents on board without ever forgetting a step and sending them reminders to get things accomplished. We would like for this process to be in WRIKE all the time and for us to basically hit start on this when we get a new agent. Is this something WRIKE does? Also is there a way to assign a task to go to a person on a re-occurring basis?
Thanks so much!
Hi Kristal,
Start with this resource. https://help.wrike.com/hc/en-us/articles/360003549734-Onboarding-Templates
You can also create your own and use request forms to help you if you need.
There is also a re-Occuring task options that you can set up. If you want here is a link to a resource. https://help.wrike.com/hc/en-us/articles/209603769-Make-a-Task-Recurrent