Hello Community! 😊
We continue with our Wrike Use Case Template series and today we’d like to start a discussion on one of the recently added templates - Quarterly Business Review (QBR).
📍Before we go any further, please make sure you’ve checked out our announcement last week about the changes related to the Use Case Templates in Wrike. In short, the Wrike’s Use Case templates are now available in the Space creation dialogue instead of Wrike Assistant.
What is QBR?
A QBR is a quarterly review that is often provided by businesses for external customers. It is conducted to discuss their work and processes. QBRs can also be held internally to make sure everything is going well and also to make further plans.
The QBR use case template consists of sample folders and tools that can help you to run the review more effectively.
QBR Use Case Template
Let’s take a deeper look at what’s included in the template.
Folders with Tasks
The QBR use case template has three sample folders with tasks in them. The folders are:
- Customer Support
- Global Delivery
Depending on the teams and departments at your company, you can change these folders or add new ones.
The default view in the folders is the Board View that allows you to quickly change the tasks’ statuses by dragging and dropping the tasks on the board.
Here are the dashboards available:
- Customer Support Action Plan
- Personal Action Plan
- Team Action Plan
The dashboards help you have a quick visual overview of the tasks that are due today, this week, next 30 days, etc.
The QBR Calendar that you can also find in the Tools section helps you plan your work efficiently. You can set it up so that it shows you the planned activities for all teams or just the specific team or department. You can also choose a weekly, monthly, quarterly, or yearly view.
The QBR template also comes with a pre-set custom workflow called “Action Plan Workflow”:
There is also one pre-set custom field called “Include in QBR” that will help you with filtering and reporting when you only need to see what’s included in the QBR.
Does your company run quarterly business reviews? Let us know below if you have any questions 👇
Elaine Wrike Team member Become a Wrike expert with Wrike Discover