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Kyrstan Mckay

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Recent activity by Kyrstan Mckay
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  1. Community
  2. Best Practices

Having Customers do the Work (Request Forms)

Recently we have set up and shared request forms with our customer/client. We have the forms linked to a specific folder and custom fields that we typically need filled in. By having them submit th...

  1. Community
  2. Product Feedback

Sorting Posts

Just wanted to share a potential glitch when sorting posts. As you can see below I sorted the list by newest posts. The first few look like the sort took properly. However, the 7th post shows poste...

  1. Community
  2. Product Feedback

Order of Custom Fields in Wrike

Hi,  We use custom fields a lot. However they always show the customer fields in alphabetical order. This can cause our view of information to become inefficient to our needs/view. Our work around ...

  1. Community
  2. Best Practices

Bring a Sense of "Belonging" to Custom Fields

As we continue to grow and learn the systems, one thing we have found that has helped us is to assign custom fields to spaces. This ensures the correct teams and people are able to see and tweak cu...

  1. Community
  2. Product Feedback

Making Changes to Account

We had this one agent who made a change to the account setting in regards to including weekends or not. They opened the window to make said change but realized the possible implications to various ...

  1. Community
  2. Remote Collaboration

PTO Calendars

Wrike has been a learning curve for myself and team. One of my first projects was to create a PTO request and calendar for my team. This type of calendar view has really helped us stay organized an...

  1. Community
  2. Product Feedback

Sorting by Date after Searching Topic in Community

Hi,  When first messing around in the Wrike community. I noticed that when searching a topic there are no filters or sorting options. Would it be possible to add a sort by date? I think this could ...

  1. Community
  2. Best Practices

Automation of Calendar Tasks

While we keep track of many moving parts for various tasks, automation to work flows has been a huge help. We have the system set to update our workflow to needing "follow up" actions. So by having...

  1. Community
  2. Product Feedback

Wrike Integration in MS Teams

We recently integrated Wrike into Teams.  While we are still learning there are a few wish list items we would love to see; 1. Calendar view accessible in Teams when adding to a teams tab. 2. The a...