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Patrick Rohlfsen

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About me
https://www.linkedin.com/in/patrickrohlfsen/ Process Creation/Improvement Wins: Shipping | Customer Service | Quote & Order | Project Management | CAD | Manufacturing | Sales | Marketing | Promotion | Social Media | CRM | Supervision | Leadership
Activity overview

Activity overview

Latest activity by Patrick Rohlfsen
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Patrick Rohlfsen commented,
  1. Community
  2. Best Practices
  3. Wrike Collaborators Guide

Tina,  Great work on this presentation.  I like how you started waaay back at the beginning with email notifications.  I know this has turned off some new users for me in the past. You did a good j...

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Patrick Rohlfsen commented,
  1. Community
  2. How To
  3. Wrike Bot Notifications Are the Worst

Just curious, would this help?  It's under your profile:     

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Patrick Rohlfsen commented,
  1. Community
  2. Best Practices
  3. Email Campaign Workflows

I just noticed I pasted an outdated task list.  Here is the correct one:   

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Patrick Rohlfsen commented,
  1. Community
  2. Best Practices
  3. Email Campaign Workflows

Hi Hassan,  I noticed your post has been hanging out and I had a thought,  email campaign processes are so different from company-to-company that other's might not feel they have an example that wo...

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Patrick Rohlfsen commented,
  1. Community
  2. How To
  3. Changing more than one task or project's custom field at once

Hi Andrew! My first comment,  the fastest way to edit Custom Fields is in Table view.  Like shown in my example below.  % Complete is a custom field.   While certainly not the most beautiful solut...

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Patrick Rohlfsen commented,
  1. Community
  2. How To
  3. Help - Assigned tasks and timelog in one view

Like this?  This only shows "Added entries"  not the running timer:     

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Patrick Rohlfsen commented,
  1. Community
  2. How To
  3. Repeatable task

You bet!  Its called "Make recurrent"  - it creates duplicate tasks.  You can also edit the recurrence later. 

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Patrick Rohlfsen commented,
  1. Community
  2. How To
  3. Status options for projects

It's not exactly the same as projects, but I believe there are two ways.  I would love to hear more ideas.   First, you can create a few folders like the following image.  Remember, a task can be i...

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Patrick Rohlfsen commented,
  1. Community
  2. Best Practices
  3. Timeline Utilization

Totally agree!  I couldn't imagine trying to coordinate a list of actionable items without it.   Have you tried the "New Timeline" view available at https://www.wrike.com/labs/  I think its GREAT! ...

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Patrick Rohlfsen commented,
  1. Community
  2. Best Practices
  3. Resource Allocation: Implementation

Hi Josh, This isn't the ground breaking testimony for the time function you hoped for... but I do have a couple suggestions.  I've used Wrike for multiple teams, in multiple functions.  In our proc...