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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

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Recent activity by Patrick Rohlfsen
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  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...

  1. Community
  2. Best Practices
  3. Rules of Wrike - Best Practice Learnings

Great summary.  One of the biggest rules I hold my team accountable is:  Dates have meaning.  I don't want to restrict my team from rescheduling so I made a big deal out of "scooching."  If you tas...

  1. Community
  2. Best Practices
  3. Creating a New Folder Without the Hassle

I started to think about the way we create a new project for our quoting team.  We have a folder with a bunch of sub-folders.  When you duplicate the parent folder, the others duplicate as well.   ...

  1. Community
  2. Best Practices
  3. Project Overview

@Nathan Lee Jones  That was my thinking as well.  The new "boards" function is great for that.   https://help.wrike.com/hc/en-us/articles/115000193205-Board-View Without boards:  https://www.wrike....

  1. Community
  2. How To
  3. Moving a task

Hi Stephen,   You can only do that in priority view.  OR,  you could start each task with a number - but that only works up until 9.  You can use numberalpha to take care of that (1A, 1B, 2A, ect)....

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

...But then again wouldn't it be annoying if you added a task to a list of 200 and had to go ALL the way to the bottom to edit it? 

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

I agree it would be nice to have your first task entered be the first in the list.  Just to throw another thought out there: If you are entering a large list of items where sequence is important - ...




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