How are you Creating Project Priorities?
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.
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I'm interested in the answers here as well. :D
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 👍
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.
Met with my Assistant this am, we changed the priority words:
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, 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!😂😂🤣
@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, 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.
@Corey, I hope these tips are helping you with this question
@Marj 👏 Another great approach; organizing by priority in the Folder tree!
Many Thanks for the great ideas. Best Regards Alfred
Thanks, Alfred. It would be great to hear your feedback here if you apply this in your own workspace 👍