Dury Bell

11 de enero de 2018 23:35

Onboarding New Team Members 💡

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Wrike Tip! Team Training 

 

I'm a Customer Success Manager here at Wrike and I know how important it is to get new team members up and running in Wrike when they start. 

 

These are the best practices I suggest to teams (and strongly recommend you do!). Not only will it save you time in the long run because you'll have more of a process for onboarding, but it'll make sure everyone knows how to work effectively within the tool. 

What You Can Do

 

1: Onboarding Task Template

 

Create an onboarding task or go above and beyond and create an onboarding Folder. Make sure it covers the basics of how your team uses Wrike. For example, should you create a private Folder? Do you @mention people and/or assign them?

 

You can also download the template I created for the teams I work with. Use it as is or make tweaks to it so that it works for your team. Download it and then import it directly into your Workspace. 

 

2: Wrike Mentor

 

Pair each new teammate with a designated Wrike mentor - someone to help answer their questions and be there for them as they're getting the hang of things. 

 

3: Record a Training

 

Record a quick training that follows your workflow and how the team should use Wrike. Have people watch the training and then go to their mentor with any questions they may have. 

 

4: FAQ Folder

 

Build out an FAQ Folder. Each task in the Folder should answer one question. Don't worry about getting all the questions in on the first go, you can always keep adding to it. 

 

5: Monthly Lunch and Learns

 

Schedule a monthly lunch and learn with new team members (a group session). Use this as an opportunity to go over any lingering questions, work through processes, and set up expectations around how the company uses Wrike. 

 

Resources to Share

 

There are a lots of resources available online, these are a few of my favorites:

 

• Online Trainings - Live and recorded online trainings. 
• Getting Started - A walkthrough the Workspace to help new users understand how Wrike works.
• Help Center - Guides on how to use specific features and explanations for how things work. 

 

Where to Find Help 

 

• Support - Live chat available on the Getting Started page (and more Help Center pages). Or send an email. 
• Community - Ask questions, get best practices and advice from Wrike and other users. This is also the place to leave Product Feedback. 

Dury Bell Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

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  Hugh O' Daly

  11 de febrero de 2019 22:29

  This is great Dury. Thanks so much!!

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  Stephen

  18 de febrero de 2019 10:58

  Great to hear you like this post. You might also like this post from Ryan about creating an internal Knowledge Base within Wrike for training. That's training and learning about the platform, within the platform. #WrikeInception 😁

  Stephen Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

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  kev levrone

  9 de abril de 2019 14:45

  Hi there. I am new to this forum. 

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  Stephen

  10 de abril de 2019 09:16 (Editado 10 de abril de 2019 09:19)

  Hey Kev, great to see you here!

  Welcome to the Wrike Community! Let me share some tips on how to get started with Community and with Wrike itself 💪

  Firstly, why not introduce yourself to the Community and tell us a little about yourself and what you're looking to achieve and improve on 👋

  If you're looking to chat about anything in particular on Community, you can search using the above search bar and look for some relevant conversations & topics and get involved by asking questions and commenting.

  If you have any questions about how to use Wrike's functionality you can ask other members in our How-To section.

  You've posted here, in the forum about Onboarding Teams, so how about joining in on this conversation about how others have onboard their teams. Feel free to ask questions for other members there 🙂

  We've also launched some courses from our new learning platform, Wrike Discover. This is a perfect resource to quckly learn how to start using Wrike for you and your team. Simply post a comment here and we'll send the link by email so you can try it out and give us some feedback about the courses.

  So, have a look around and if you have any questions, just ask. Happy posting! 🙌

  Stephen Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

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  kev levrone

  17 de abril de 2019 11:23

  Hi, Stephen. My name is Kevin. I am a junior web developer. I am still studying and I would like to know more about your courses on Wrike Discover. You can find my website here.

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  Stephen

  17 de abril de 2019 12:39

  Looks great Kev!

  For Wrike Discover, if you post your interest here, Lisa will send you on the link to get started.

  Is there anything, in particular, you're finding difficult and would like to discuss? Post back here or start a new conversation if you'd like!

   

  Stephen Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

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  Chad Borenz

  25 de abril de 2019 20:36

  When I download the template all the links in the excel file say:

   

  Oops, you don't have access to this task or folder. Try asking the person who sent you the link to share this task or folder with you.

   

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  Lisa

  26 de abril de 2019 09:03

  @Chad Hi, I'm raising a Support ticket for you, the team will help soon 🙂

  Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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  1Marjorie Downey

  28 de junio de 2019 19:51

  @Dury, Just downloaded your template! Love it and a huge time saver too! Thank you for sharing.

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  Stephen

  2 de julio de 2019 08:59

  @Marj, you've made Dury's day!🙂
  
  Also, loving the new profile image - did you design this?

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  1Marjorie Downey

  2 de julio de 2019 20:01

  @Stephen, yes, I did. Thank you.  I was playing with Illustrator on blend and distort. Was fun!

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  Stephen

  3 de julio de 2019 09:49

  Very stylish! 👌

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