My Top 3 Wrike Best Practices for Keeping Projects on Track

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Dresler Zamora

After managing multiple projects in Wrike, I’ve found a few habits that really help keep everything organized and running smoothly:

  1. Consistent naming conventions for tasks, folders, and projects – makes searching and filtering much easier.

  2. Dashboards for daily priorities – I set up a “Today + Overdue” dashboard so nothing slips through the cracks.

  3. Recurring task templates – for repetitive workflows, I use Blueprints or duplicated tasks to save time.

What best practices have you found most useful in Wrike? I’d love to swap ideas!

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Basudha Sakshyarika

Dresler Zamora: Awesome tips! I’m sure others will find them helpful too! I personally use point two—using Dashboard—to keep track of my to-dos for the day and also for tasks with upcoming due dates. 😊👍🏽

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Conviértete en un experto de Wrike con Wrike Discover

Basudha Sakshyarika Wrike Team member Conviértete en un experto de Wrike con Wrike Discover

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Amy Hunter

Totally agree Dresler Zamora!  Naming conventions are really important and I've found setting up custom fields correctly from the beginning really helps with reports and filtering as well.  I love dashboards and set up a lot of team dashboards too so we can see what everyone is working on at a quick glance.

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Raimund Dienst

Nice topic.

Adding my aspects:

  • I created a "Personal task dashboard" that shows a customized view on tasks, approvals, etc. at a glance. It shows tasks for the user loading the board, so it is working for all without adjustments.
  • Blueprints containing naming convention already.
  • Co-Pilot the get an update on major topics.
  • Project performance boards (report + analyze boards) show major KPIs for any project and we can review on bulk.

 

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Rohan V

Thanks for contributing, Raimund Dienst! I hope your tips help our Community members 👍

Rohan V Community Team at Wrike Wrike Product Manager Conviértete en un experto de Wrike con Wrike Discover

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