Our Help Center covers how to use content, but here’s a few examples of use cases for some of our most popular features.
This feature allows you to have a standard procedure for gathering incoming work. Create Request forms to gather suggestions for marketing collateral, purchases, and other internal requests or as a small scale help desk.
Different types of work goes through different life cycles; Custom Workflows help represent those life cycles. Use workflows for your: development team processes, website updates, content and blog, IT requests, and more.
Wrike gives you the ability to add Custom Field types to track unique data points. Custom Fields can be used to filter, report on, and track information related to your tasks. Some Custom Fields that are frequently added are Budget vs Actual Spend, Product and/or Industry, Segment, Department, and Priority level.
User Groups in Wrike are sets of Wrike users. Create User Groups based on teams and departments. Once they’re set up, you can use User Groups to quickly share Tasks, Folders, and Projects with a set of users or bring a group’s attention to a certain Task, Folder or Project.
Wrike Reports simplify the ability to instantly gather accurate, up-to-the-minute project status information and then share that information with the folks who need to take action. Create Reports to show what your team needs to see. Some common reports include: milestones, overdue tasks, tasks completed this week, or tasks due this month.
Use Wrike’s duplication feature to turn any project into a Template. Create templates for repeatable small to mid-sized projects. Don’t worry about making the template perfect (you can always fine-tune it later!) – the goal is to have something that makes it easier for you to kickoff and carry out your next project.