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Hey Lisa! Glad to see the matrix approach was a win for you! You are correct on the personal space. The folder tags are only visible to the people they are shared with. Folders in the persona...
Hey Allison Phillips! The pivot table reads from the data that is copy and pasted in from the excel export. So... updates are made in Wrike. When you want to update the pivot table in excel, you...
Hey Jennifer, Love to jump in on this one to see if I can help. I have a question about your multi-day campaigns. By campaign, do you mean deliverable? One thought would be using tasks as deliverab...
Hi Emmanuelle! In my past, I ran some sales processes. One of them was inside sales. We found dependencies and custom workflows helpful. We had a basic templated project for the sales process. ...
The right click menu exists in panes and views built for action. The Table View is there to see your Tasks, Folders, and Projects in a spreadsheet format. While there are some features built in f...
Hello Chris! Great question. Thought maybe I would throw a suggestion out there. If you hover over the task a little "Task Detail" icon appears: This will pop-up a screen. Click on the 3 dots in t...