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Patrick Rohlfsen

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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

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Recent activity by Patrick Rohlfsen
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  1. Community
  2. Best Practices
  3. Master task templates - can you do this?

Kinda like how you can "edit reoccurrence" and the task you edit changes all reoccurrences?    So essentially a "reoccuring folder" or "reoccuring project?"   

  1. Community
  2. Best Practices
  3. Automatic naming in recurrent activities

So you mean instead of "Sample Task 1"  "Sample Task 2" "Sample Task 3" if would be... "Sample Task 1/1/2017"  "Sample Task 2/1/2017" "Sample Task 3/1/2017"  

  1. Community
  2. Best Practices
  3. How to plan with future hires?

This isn't exactly what you are looking for, but it works.  Create yourself some gmail aliases under one gmail account.  I used this to deploy Wrike at a sister company.  Handy.  This way, all the ...

  1. Community
  2. Best Practices
  3. New Hire / Employee Training Best Practice

Great shares!  Here are two techniques that seem to be helpful: The complete hand-hold:  If you have a team member that is a Franklin-Planner user, Wrike is a big transition.  These people will req...

  1. Community
  2. Best Practices
  3. Wrike Decision Tree example

Great work Ansel!  

  1. Community
  2. How To
  3. Is there any way to page down within a Wrike task?

My pleasure!  I actually learned a bit too - mostly self reflections.  I have so many thoughts about the projects I worked on and I seldom write them down.  I should get better at that. 

  1. Community
  2. How To
  3. Is there any way to page down within a Wrike task?

Hi Aaron,  I tried making a REALLY long note in the description box.  I was able to page down within the description.  Is this what you are talking about? 

  1. Community
  2. Best Practices
  3. New Hire / Employee Training Best Practice

Stephen,  I would be happy to dive deeper with the team at Wrike and tell a few stories - but maybe the forum isn't the best place to do it.    Fishing: Here is a midwest analogy that might apply t...

  1. Community
  2. Best Practices
  3. Consignment Program

I would suggest mapping out your process with post-its using a swim-lane map.  https://en.wikipedia.org/wiki/Swim_lane  Then create steps in a folder that correspond with your post-its and name tha...

  1. Community
  2. Product Feedback
  3. Tasks: Change order of a new task in list view

Without knowing all of the complexities behind the scenes, or the ramifications of this change, you may want to consider the following:  A more appropriate term for “priority” sorting is “sequentia...




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