Resumen de la actividad
We have a knowledge base in Wrike as well as in our documentation repository! We actually have templates linked to Wrike from our documentation repository for seamless training.
The automation we built that pings and assignee and a manager when something has not moved out of a certain stage in our workflow has been FANTASTIC! The PM team is having to do less follow up beca...
Great use case! We have another way that we use Wrike to spin up projects where we leverage our Salesforce Opportunity entries and by use of Wrike Integrate, we select a template to spin up the pro...
We do not use it for leave requests - but we do have team members change their name in Wrike to have "OOO" at the end so people know they will be out.
We track risks as tasks in projects with their own workflow. This allows us to track, add comments and assign owners to help mitigate issues.
This was a nice refresher and a great way to look at tracking in a different way. I like the idea of having the projects on the dashboard as well for quick access to projects one in involved in.
Love the new approval in the workflow!
Has anyone found a way to have an alert sent about a task if it is overdue? Or more preferably, a way to alert when something is coming up being due soon?
Thank you! Let us know if you need help testing! We are more than happy to be guinea pigs! :)
Any update on timing of this? End of month? Sooner? We are trying to plan for our updates that we plan to rollout this quarter, hopefully we can include this! :)