How do you give credit for editing or advice or collaboration on a project

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Stephen

Hmmm, I'm not 100% sure what is meant by credit, but I assume you want to highlight someone who helped on the Project, perhaps?

It's always nice to give them a shoutout in the comments. You can @followers, so everyone involved in the Project itself will see it and person gets the Kudos they deserve 🙂

Let me know if I've totally misunderstood this question Anne 😇

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Thanks, Stephen!  Sorry I wasn't clear.  I thought I was typing into a search box vs. posting a question until after I submitted.  My apologies.

You are correct that I am seeking to highlight help. We definitely do shout outs in the thread but I'm looking on how to capture that information easily for annual reviews and annual department counts of projects, etc.

For example, if Person A is the primary designer, but asks for review or help from another person and the feedback is minimal, we could chalk that up to general team support and collaboration and cite that in a general way.

However if Person A is the primary but Person B gives critical technical or design suggestions that get implemented, that's different. Person A is still doing the nuts and bolts of seeing the project through to completion, but we'd like to somehow note Person B's contribution in our annual totals or personal annual reviews.  We'd like to be able to help encourage and foster using the best of our team's collective brain power and note those instances where either significant time was given (as that influences overall production numbers) or contribution made a difference in the total success (as that shows growth, development, insight, expertise, leadership, etc.)

If we list the person as a project owner, then there is no distinction between A and B (primary and collaborator) when generating a report through Wrike.  Or am I missing a potential field?  When we brought Wrike on to aid our organization, I was not the person to set up the account and she has now moved on from our company.  I helped draft our set of project submission forms and have edited them, but I don't know if there is a category field I can add for this type of collaborator function.

Thanks!

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Stephen

Thanks for the clarification, Anne, and that's a great internal initiative!

This is certainly a first for the Community, so a real thinker for me! We don't have this exact functionality in Wrike but I've outlined a workaround that may be useful! 🙂It seems long here, but it's very easy to do and once implemented and used, you'll get the info you need 🤞

 

Step 1 involves Custom Fields. Two of them. One text Custom Field and one dropdown Custom Field. The person who received the helping hand fills these out on the task itself.

  • Text Custom Field is where the task owner can enter the name of the contributor, let's call the Field, 'Contributor' for example.
    - The task owner simply types in the contributor's name (alternatively if you have a short list of people who could possibly help, you could make this a dropdown Custom Field with everyone's name - that's up to you!)
  • The dropdown Custom Field will have options of how the person contributed - let's call it, 'Contributor Action'
    - These dropdown options include what impact the contribution made. So, for example, taking influence from the wording of your post: 

Option 1: Significant time was given.
Option 2: The contribution made a difference to the total success

Like this:
Step 2 is how you actually get this information into your hands, whenever you want. For this, you'll use a task Report. 

  1. In the Report Builder, select the Folder/Project(s) from where you want to see this data.
  2. In the filters section select what kind of tasks you want to Report on, Active, Completed etc. and select the timeframe as normal. At the bottom of the filters option click 'Add More Filters' and select the Custom Field, 'Task Contributor'. There, select the option to show 'Not Blank' fields, so it will only include tasks where this Custom Field was filled out.
  3. Then choose the Report to show as a 'Table' and Save and view it.
  4. Now in your Reports, you have a list of all tasks in the Project that had contributions as tracked by the task owner.
    We're almost there - promise!
  5. The last step is to click the gear icon on the top left of the Report and ensure both Custom Fields are checked there, 'Contributor' and 'Contributor Action'. Now the Report will show these fields.

From here go to the options on the top right and click download to Excel if needed (you probably will if you wish to filter by certain people and play around with the data and inputs etc.).

The video is a little too big to upload here, but here's an example Report I made to show you how this is done.

With Wrike, there's nearly always a workaround 😄Even it's a little awkward at times! Hopefully, this helps - any questions, just ask!

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Wow, Stephen!  Thank you so much for your time and expertise in showing exactly how to set it up and generate the reports!  I love that we will be able to actually be specific to the type of help given!  This is fantastic support - I truly appreciate it.  This is the first time that I (accidentally) posted a question and I am very impressed at both your speed to respond and the thoroughness of your reply (both steps and video)!  I hope that you are also getting the type of recognition that we are now empowered to give our team members!  Thank you again!

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Stephen

Aww, thanks for the kind words Anne! I'm glad it helped. We have lots of teams posting around here so keep an eye out and feel free to reach out about anything anytime 🙂

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Hi Stephen, 

I was wondering if you could turn your creativity to seeing if there was way to have the collaborator field be one of fields that appear in every project, similar to how owners appears in every project or status appears in every project in the top header. 

Doing a quick toggle would be easy in the moment when you feel inspired.... but making the time and steps to generate a report, add a custom field, identify the collaborator, regenerate the report being sure to toggle all the appropriate fields is/would be a lot harder and we just don't have time for that in our high-production environment.  

Is there a way to make a sort of duplicate "owners" but just rename it "collaborators" by any chance?  And I apologize if I am referring to fields that are unique to our organization vs. standard.  I'm still not 100% clear what was custom and editable and what is not as I was not the originator of Wrike within our organization. 

Thanks again for your time before and thanks in advance for your attention again to this additional request.  

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Stephanie Westbrook

@Anne Hi there 👋 Stephen is taking a well-deserved vacation and don't want to leave you hanging here so jumping in :). 

Unfortunately, there's no native way to rename any of the existing fields (like status, assignee, date, etc). Custom Fields are the ones where you can add the customization you need. The best thing to do in this case would be to create a new post in the Product Feedback section of the forums. That way, others who are looking for similar functionality can +1 your request and it's how our Product team learns about what people are interested in. 

 

Stephanie Westbrook Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Stephanie Westbrook Wrike Team member Become a Wrike expert with Wrike Discover

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