This is a great idea. Thanks for sharing!
🙌 more automation!
We use workflow automation to cut down on the number of emails sent back and forth between teams with recurring tasks - "OK, ready for your part" can be covered just by switching the task status to...
Love that we can share rights to a report now! And the ability to move or copy a proof document with the comments.
We use automation rules to alert users to a number of difference scenarios. The Automation features added over the last few months have been the best improvements so far!
I’d love to help! I’ll book some time.
James Drinkard - We have a request form to capture project scope and templatize (deploy from blueprints) some reminder tasks for adding in team members/assigning work to individuals across departme...
We have a Best Practices folder in our account that we point all new users at. This folder has Wrike 101 video links to Discover, plus a bunch of our organization-specific best practices.
We use the AI Project Risk feature, and manually track risks with a risk register we made in a folder.
Loving the file approvals! 👍