How to Train Your Drag-onsDestacada
How do you encourage your team to embrace new features?
I manage the production schedule for a very busy Creative team. We rely on the Approval feature to keep the flow of work moving. We just can't seem to get the other departments to add their comments in a timely manner and I struggle to get people to complete the approval by clicking "Approve" or "Changes Required."
I'm going to start attending the other departments' weekly meetings to walk through features, but I'm wondering how other teams teach new features.
Oops! I think this probably should have been in How To, not Best Practices.
But give me your best practices and I will know how to. :)
All good Kelly R 🙂 I've featured your post on the main Community page, hope someone will be able to advise 👍
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Kelly R the biggest thing for me has been identifying EXACTLY how my team will use a feature, then I create a short, 2-4 minute video showing how it works or a one-pager PDF with images and share that around with those who are needing to see it. These little, digestible bits seem to be well received. This way people also all have the same applied training.
Beyond that, hosting training sessions with the teams has at least broken some barriers.
That's my tidbits.
Thanks, Eric Fiero! Love it!
Hi Kelly R - Great question! It always comes down to managing changes, and making it digestible for teams doesn't it! I hold 8 different Wrike Topics Training every week, and still struggle to get teams to use things consistently. For the routing and approval process - I actually touch on this topic in at least 3 of those sessions. General Training (ppt deck), and two live sessions (ones for those who set up the review, and one for the reviewers). In addition, I hold all my meetings via MS Teams Channel and automatically record all the training - so that the users can go back and review the video on demand. Not to mention, in our Wrike Knowledgebase, we have an FAQ and divided that up into topics and one of those is all on the routing and review process. There I have lots of screenshots, and examples to help guide the teams. Ultimately, I think I see the most success, when I train the trainer (so in my case, PMs who set up the routes), this way the team has someone on the ground, running the process and can help team members who struggle with this process. I also encourage "gentle" nudging when needed. Don't be afraid to call out a course correction when someone isn't doing something correctly too. Doing this in a private message or phone call always helps, and ultimately the next time the person will know "why" things have to be done in a certain way!
Wow! Great ideas for me to implement!
I am just finishing up our FAQ for the Knowledge Base, I will add topics - so smart! We've been using Wrike for 4 years, but no one ever set up the FAQ and all the great info.
Generally, my role has been that last part of gentle nudging. Including, sharing Wrike Discover videos with other departments and building them Spaces.
I love all of these ideas. Thanks so much, Sherrie Besecker!
Love all of these suggestions and ideas! I am in the process of updating our knowledge base. I am going to add an FAQ section - can't believe I haven't done this sooner. We also had some initial push back with some of the processes including the approval process. I just continued to provide support and extra training for those that seemed to need it. It's a long process! Hope you are starting to see some changes now Kelly R