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Meghan

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About me
I lead operations for an in-house marketing team at a national non-profit. I'm always looking for ways we can use Wrike to work smarter and better.
Activity overview
Posts (7)
Comments (19)

Activity overview

Latest activity by Meghan
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Meghan created a post,
  1. Community
  2. How To

Connecting ClickUp to Wrike with Zapier

Does anyone have experience connecting ClickUp and Wrike through the Zapier integration? I'm curious how it works and if I can limit triggers to certain projects or workspaces.

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Meghan commented,
  1. Community
  2. Brought to You By Wrike
  3. [Competition] Wrike's Holiday Countdown - Day 1!

Done!

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Meghan created a post,
  1. Community
  2. How To

Risk Reports for Team Leads

Hi, I like the new risk reports and think they'd be useful for our team leads. I'd like a manager to be able to receive a risk report of all the projects owned/led by someone who reports to them. I...

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Meghan commented,
  1. Community
  2. Brought to You By Wrike
  3. [From Wrike] Join the Beta Program: SharePoint Integration

Thanks Lisa, I'm aware of the followed sites option but the feature we need is really the ability to favorite/bookmark folders within sites. That would streamline our searching through layers of fo...

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Meghan commented,
  1. Community
  2. Best Practices
  3. Share your workflows!

We use one workflow for general marketing projects: And a specialty workflow for email:

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Meghan commented,
  1. Community
  2. Brought to You By Wrike
  3. [From Wrike] Join the Beta Program: SharePoint Integration

Our company site structure is a bit complicated with a lot of libraries and nested folders. Is it possible to favorite or bookmark folders we visit often to make file searching quicker?

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Meghan commented,
  1. Community
  2. Product Feedback
  3. Multiple Request Form Confirmation Emails

 I agree, this feature would be key to our expanding the use of Wrike across our organization.

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Meghan commented,
  1. Community
  2. How To
  3. Track and Report on Changes in Scope

Thanks Lisa! Is there a character limit in the text-type custom field? 

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Meghan created a post,
  1. Community
  2. How To

Track and Report on Changes in Scope

We frequently have projects that change scope mid-stream. Does anyone use Wrike to track and report on the frequency of changes in scope? Ideally, I'd like to be able to report to each department h...

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Meghan commented,
  1. Community
  2. Product Feedback
  3. Approvals as Assigned Tasks

I have a similar use case to Anna above. When I assign a task approval with a deadline my users want to see it in their to do list alongside their other deadlines. Is there a way to enable that vie...