Corey Herzfeld

August 23, 2018 20:40

How are you Creating Project Priorities?

Featured

Follow

 What are some other teams' best practices in Wrike for sorting out project priorities for a specific folder (in our case, particularly Marketing channel)?  I'm all ears!  Thanks in advance.

• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  1Marjorie Downey

  August 24, 2018 01:25

  I'm interested in the answers here as well. :D

  Is this helpful? 1

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  Stephen

  August 24, 2018 10:51

  Hi Corey, great question, looking forward to hearing people's insights!

  I've just updated the title a little so it's clearer what you're looking for - I hope that's ok. Feel free to edit it again if you'd like to change it 👍

   

  Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

  Is this helpful? 0

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  1Marjorie Downey

  August 27, 2018 00:05

  I got to thinking on this one, because i have a lot of projects going and knowing which ones are a priority would be very helpful. I have a folder called Projects. No matter what other folder a 'project' is in, if it is a Project, it also goes into the Projects folder. 

  I thought, maybe if I put a 1 or an A, etc. in front of the name, then sort by name, it would let me see priority that way. Then I thought, what about a Custom Field. I clicked on the New Table view, created a custom drop down field called Project Priority, entered a few options, and then applied them to the projects. Then i just sort by that custom field. I'm not happy with the naming convention just yet, as this was just a test, but I am sure I will find better words soon. 

  I have a sample here:
  
  

  

   

  To add a custom field:

  

  I hope this helps. I'm looking forward to what others have come up with.

  Is this helpful? 1

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  1Marjorie Downey

  August 27, 2018 18:33

  Met with my Assistant this am, we changed the priority words:

  

  Is this helpful? 3

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  Stephen

  August 28, 2018 11:18

  This reminds me of the Eisenhower Matrix, is this what you based this on? It's a great way to prioritize work and the way you've applied this to Wrike is awesome!

  This method is actually the approach I take with everything in my life, for example; Go to the Gym: Important but not urgent 😂

  Thanks for sharing Marj!

  Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

  Is this helpful? 1

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  1Marjorie Downey

  August 28, 2018 15:37

  @Stephen, that's exactly what that is.  By the way, that link leads to a great, informative article, great read. 

  I think i have the same setting on Go to the Gym as you do!😂😂🤣

  Is this helpful? 2

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  Stephen

  August 28, 2018 16:08

  @Marj, glad you like it. It might be a touch of genius on your part if you created that Custom Field 'workflow' without knowing the Eisenhower approach, so go you!

  I find this approach very useful but, admittedly, I probably don't use it enough in my day to day. That's why I like your Custom Field approach. This way I can mark it on a task by task basis quickly and then review later, so thank you!

  The first thing I'll do; create a recurrent "Go to the gym" task and set it as 'overdue' 😂

  Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

  Is this helpful? 1

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  1Marjorie Downey

  August 28, 2018 16:23

  @Stephen, would love to take credit for creating without knowing, but I knew about it, just didn't know what it was called. 😅

  My Assistant was finding it difficult to determine which tasks I assigned to her were more important than the others. I created a Priority Status Option, a folder, that i use to code each task. I then made a Dashboard for her, with her tasks divided by Priority Status, in Date order. This has saved us a lot of time, as we no longer have to meet to discuss what is to be done today. I take a quick peak in the morning and update the Priority Status as needed. 

  

  Is this helpful? 1

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  Stephen

  August 29, 2018 09:50

  @Corey, I hope these tips are helping you with this question

   

  @Marj 👏 Another great approach; organizing by priority in the Folder tree!

  Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

  Is this helpful? 0

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  Alfred Plammer

  September 15, 2018 19:38

  Many Thanks for the great ideas. Best Regards Alfred

  Is this helpful? 0

  Comment actions Permalink
• Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪

  

  Stephen

  September 17, 2018 09:40

  Thanks, Alfred. It would be great to hear your feedback here if you apply this in your own workspace 👍

  Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

  Is this helpful? 0

  Comment actions Permalink

Please sign in to leave a comment.