Getting Started Docs

Happy Tuesday Everyone! 

I have a few go-to resources I give out when onboarding new teams to Wrike and wanted to share them here with everyone.

How to Get it Wrike

A quick introduction to what Wrike is, how it works, and questions that admins can answer to help create a playbook for the team around how Wrike fits into their Workflow and how they should be using it. View the document here

Who it’s for:

  • Admins who are setting up the Wrike Workspace
  • New users who need a quick introduction to Wrike, what the different views are, and some great things to do to get started.

Advanced Best Practices

Goes over: Requests, Custom Workflows, Custom Fields, Groups, Reports, and Project Templates. View the document here

Who it’s for:

  • Team members who are comfortable with how to navigate Wrike and want to start doing more with the Software. Great as a second stage training guide.
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