How are you Creating Project Priorities?
Featuredย What are some other teams' best practices in Wrike for sorting out project priorities for a specific folder (in our case, particularly Marketing channel)?ย I'm all ears!ย Thanks in advance.
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
I'm interested in the answers here as well. :D
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
Hi Corey, great question, looking forward to hearing people's insights!
I'veย just updated the title a little so it's clearer what you're looking for - I hope that's ok. Feel free to edit itย again if you'd like to change it ๐
ย
Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
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.ย
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.ย
I have a sample here:
ย
To add a custom field:
I hope this helps. I'm looking forward to what others have come up with.
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
Met with my Assistant this am, we changed the priority words:
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
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 ๐
Thanks for sharing Marj!
Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
@Stephen, that's exactly what that is.ย By the way, that link leads to a great, informative article, great read.ย
I think i have the same setting on Go to the Gym as you do!๐๐๐คฃ
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
@Marj,ย 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 canย mark it on a task by task basis quickly and then review later, so thank you!
The first thingย I'll do; create a recurrent "Goย to the gym" task and set it as 'overdue' ๐
Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
@Stephen, would love to take credit for creating without knowing, but I knew about it, just didn't know what it was called. ๐
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.ย
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
@Corey, I hope these tips are helping you with this question
ย
@Marj ๐ Another great approach; organizing by priority in the Folder tree!
Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
Many Thanks for the great ideas. Best Regards Alfred
-
Spot On! ๐ Innovative Approach ๐ก Stellar Advice ๐ช
Thanks, Alfred. It would be great to hear your feedback here if you apply this in your own workspace ๐
Stephen Community Team at Wrike Part of a Marketing Team? Check out Your Very Own Community Space
Please sign in to leave a comment.
11 comments