Getting Started Docs
Kyle Rowe
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.
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.
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.
Can you help? Answer the question and work your way towards becoming a Wrike Ninja 🥋 Sign in and answer.
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