Making the most of a Collaborator license

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Jordan Crisman

Hello Everyone,

I am the owner of Wrike at our company. My boss has a collaborator license as we are at max capacity and cannot buy any more. She want to know when something gets assigned to one of the team members we have– like an issue, etc. She does not want the consultants to have to @mention her each time as she fears they will not do it. 

Thank you and let me know if you have any thoughts!

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Carolanne Mak

Hi Jordan Crisman , you should be able to add collaborators to certain tools in Wrike, so there a few options that might work.

i.e, -

  • You could build a request form to create those relevant tasks and add her as an automatic assignee
  • You could set up a custom workflow with a status that auto-assigns her (like a "Help / Bat Signal" status)

Hope that helps!

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Jordan Crisman

Thank you CarolAnne, we have not explored the build request for yet, but thats a good idea!

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Pamela Ferrio

You could create a report to share with your boss that shows tasks and who they are assigned to. Or you can put a custom field on the specific tasks so that only those tasks show up in the report

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Cansu

Thanks for sharing a great tip Pamela Ferrio 🙌🏼

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