Avatar
Patricia Davis

Total activity
41
Last activity
Member since
Following
0
Followed by
0
Badges

Activity overview

Activity overview

Latest activity by Patricia Davis
Avatar
Patricia Davis commented,
  1. Community
  2. Product Feedback
  3. [Status: Launched! 🚀] Document Management

Angela:  We post all of our files in the middle section (you files will automatically land here) of the right hand panel in Wrike as opposed to in our specific tasks.  This requires appending the f...

Avatar
Patricia Davis commented,
  1. Community
  2. Best Practices
  3. Using Dashboards as a Kanban board

Hi Felipe:  I would like to know how you use and tje DASHBOARD to track your projects.  Always looking for a better. best practice.  Is your company SSO - I am looking at trying to create a dummy a...

Avatar
Patricia Davis commented,
  1. Community
  2. Product Feedback
  3. [Status: Launched! 🚀] Document Management

@stephanie @ivan @erica One of the things I have asked for in the past, which may be a quicker fix is this:  Can all of the attachments, where ever they are posted (in a task or on the right hand p...

Avatar
Patricia Davis commented,
  1. Community
  2. Product Feedback
  3. [Status: Launched! 🚀] Document Management

I too, have asked for a system where we can manage our documents.  I'd love the ability to store via a foldering system. 

Avatar
Patricia Davis commented,
  1. Community
  2. Best Practices
  3. Using Dashboards as a Kanban board

Our web team was using the DASHBOARD KANBAN. It worked well for the projects in our Web folder because it was contained and the tasks had to be sorted by PRIORITY.  The other side of our house is C...

Avatar
Patricia Davis commented,
Avatar
Patricia Davis commented,
  1. Community
  2. Product Feedback
  3. [Status: Launched! 🚀] Document Management

In our old system we had a foldering system: Source, Drafts, Approval folder and Final for hand-off to vendor or web... I really liked that system. I am hoping that we can adopt the Proofing and Ap...

Avatar
Patricia Davis commented,
  1. Community
  2. How To
  3. Everyone on the same page.

Stephanie:  Yes please use them at will. The "Wrike-at-a-Glance" is quite the eye chart, but it works.  

Avatar
Patricia Davis commented,
  1. Community
  2. How To
  3. Everyone on the same page.

Here are the links to our 3 getting started docs.  Please note that the GUIDE is still in the process of being updated.  I can generally get anyone on our team up and running with the PPT and the W...

Avatar
Patricia Davis commented,
  1. Community
  2. Best Practices
  3. Best practices

We created a custom field to show a quick / short status we call NOTES and BLOCKERS - this is a great way for us to show a high level status on Reports especially when associated with a heat map (G...