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Patricia Davis

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Votes on activity by Patricia Davis
  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. 

  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...

  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...

  1. Community
  2. How To
  3. Everyone on the same page.

Since we have our own special way of working in Wrike, I have created our own set of training materials very much based on Wrike's training materials, but with our terminology and best practices. T...

  1. Community
  2. Product Feedback
  3. [Status: Launched! 🚀] Document Management

  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...

  1. Community
  2. How To
  3. Cancelled: Welcome to the Project Management section

There is strength in numbers.  Let's get Wrike to work on the getting the resource view to a place where it's useful for our teams.  They have a good start.    

  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...

  1. Community
  2. How To
  3. Everyone on the same page.

Greetings Coilin:  more than happy to share those docs with you.  Do you want me to email them? I would be more than happy to hop on a call with you as well. (pat.davis@f5.com)

  1. Community
  2. How To
  3. Wrike

Me too.  I am happy to help spread some good practices.  I adopt some some from my fellow Wrikers.