Tips on using the flexibility of Wrike

I find that the projects we have to complete vary enormously in scope. Wrike allows you to use it's multi-layered tools to build as simple a tool as will work for your project so ...

  1. Use a Project with sub-projects when your project is large and complicated
  2. Use a Project when the project is simpler.
  3. Use a task with subtasks stored in an appropriate folder for smaller projects
  4. Even smaller, a single task with a checklist inside.

We have a structure of folders within which the above methods are used to organize and direct or work. We are an I.T. department, we have folders by the department to which we are delivering the project along with a second set of folders organized around the principles of an I.T. service desk for the service work we perform. All of this helps to view our work in ways that make sense. Meanwhile we use Sprint folders to help our users know what to work on today.

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Stephanie Westbrook

Hi John! We get a lot of questions on when to use tasks vs. Folders vs. Projects and its great to hear how someone else does it. Thanks for sharing :)

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Hey John...we just implemented Wrike for our IT department and I'm curious about your folder structure as I try to start off on the right foot.  Would love to see a sample of how you've got yours set up.  Thanks!

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Stephanie Westbrook

Hi Apollo :) Just in case John doesn't see your question I wanted to share some of the resources that we have for IT teams. 

I think the ones on Requests and Reports are particularly helpful. In terms of setting up your Folder structure - a good way to think about it is to think about the type of work you want to report on. Here are some potential ways to set things up:

  • Sprint set up - if your team works in sprints set up a Folder structure that includes "Sprint" Folders.
  • Project - if you have multiple upcoming Projects set up Folders for different Projects.
  • Tickets - if you're using Wrike to track IT requests (which I hope you are) create a Folder for IT requests. 

If you let me know a little more about your processes and the type of work your team focuses on, I can try and give you some more concrete suggestions. 

 

 

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Here are three images that show our folder structure.




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Stephen

Hi guys, it's been a while since anyone posted here, but I wanted to let you know that our Product Team to looking to make Wrike work even better for IT Team and they want to speak to people like you.

If you're interested, please visit this post for the details on who to set up a time to speak to our Product Manager 👍

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