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Daniel Garcia

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Activity overview

Activity overview

Latest activity by Daniel Garcia
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Daniel Garcia commented,
  1. Community
  2. How To
  3. Transfer all Tasks/Projects/Folders to a successor

hey dan! we just did this not too long ago. Go into your settings. click on that user and select Delete User. It will then give you an option to transfer the predecessors information onto the succe...

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Daniel Garcia commented,
  1. Community
  2. How To
  3. Moving Tasks from One Parent Folder to Another

can you create an automation rule? If project status changes to complete > add project to folder https://help.wrike.com/hc/en-us/articles/1500005122901-Available-Automation-Actions#UUID-c67a6a77-89...

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Daniel Garcia commented,
  1. Community
  2. How To
  3. Can't tag a project

do you both have the same Access Role?  https://help.wrike.com/hc/en-us/articles/209603589-Folder-and-Project-Permissions#abilities 

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Daniel Garcia commented,
  1. Community
  2. How To
  3. Meetings

I like to create custom reports and share them during my meetings. I have a report that shows all the current vs upcoming projects, if you use custom fields they can be inserted into the report too...

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Daniel Garcia commented,
  1. Community
  2. Best Practices
  3. Wrike use with Personal Space

Same here! Before I introduce new process flows or custom fields to my team I'll throw them into my personal space and test them out - see what works, what doesn't and get some feedback from users.

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Daniel Garcia commented,
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Daniel Garcia commented,
  1. Community
  2. Wrike Analyze
  3. [From Wrike] Wrike Analyze Webinars 🔥

I attended the webinar last week and was told that the recording would be sent out afterwards. I haven't received anything in my inbox yet. 

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Daniel Garcia commented,
  1. Community
  2. Best Practices
  3. Managing Due Dates

Thanks Trevor Tollefsbol & Sven Passinger! I'm always curious to see what everybody else uses and what works for them. For me, in my personal experience, I like only having one due date for the tas...

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Daniel Garcia created a post,
  1. Community
  2. Best Practices

How does the community handle due dates?  I find myself extending due dates for tasks and was curious to see what are some best practices from the community for managing them. Are there community m...

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Daniel Garcia commented,
  1. Community
  2. How To
  3. Merging Accounts Lessons Learned

Hi Everyone!  Back to share my experience with my team's merge, only took three months to get it all squared away 😬. The merge was comprised of bringing my team's space into another account. The me...