Wrike for Onboarding

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Marisol Granados

Hi everyone!
 
I’m Marisol, part of the Solution Innovation team at Wrike, and right now, we’re exploring how teams are using Wrike for onboarding purposes — and how we can improve that experience to better support your goals.
 
We know that having a smooth and structured onboarding process sets the tone for a new employee’s success. I’d love to learn from your experiences and gather insights on how you’re currently managing new hire onboarding in Wrike.
 
Here are a few questions to get the conversation started:
 
  • Are you currently using Wrike for any type of onboarding process? If so, what does that look like?
  • Which Wrike features (e.g., blueprints, request forms, dashboards, automations) have been the most helpful for onboarding?
  • Have you customized any workflows to support your onboarding tasks? How is that working for your team?
  • What challenges or pain points have you faced when trying to build or maintain onboarding flows in Wrike?
  • Is there something you wish Wrike could do better when it comes to onboarding in an HR context?
  • Any tips or success stories you’d like to share with others exploring onboarding in Wrike?
 
Your input is incredibly valuable—not just to us, but to the entire Wrike Community. Thank you in advance for sharing your insights and helping us continue to improve!
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Amy Hunter

Hi everyone,

Currently our onboarding process for Wrike looks like this;

  • I send the invitation to log in and share the Knowledge base and training resources folder which I have set up.  I also send an email with links to an online training course which we have created and customised for the way that our teams use Wrike. I also share helpful webinars and training by Wrike.
  • I reach out to new team members to check in with them and see if they require any extra help.  We also have power users within each team that new users can ask for help.
  • I set up a team dashboard and help with creating a personal dashboard which works for that particular team.

Things that are working- having a knowledge base with pages on our best practice and how we use Wrike e.g. explaining our naming conventions, custom fields and request intake process. I also have an FAQs page for common queries and instructions on how to update personal settings and other hints and tips.  I reference these pages often – not just for onboarding and new users.

I feel it has helped to customise training and how to guides for our particular use, this compliments the training run by Wrike and helps with new team members setting things up in the correct way from the start.

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Marisol Granados

Hi Amy, 👋

Thank you for sharing your onboarding approach, it’s incredibly useful! I really like how you've customized training, built a solid internal knowledge base, and involved power users for support. The idea of setting up both team and personal dashboards is a great touch, it really helps new users feel more comfortable with Wrike from the start.

Appreciate you contributing to the conversation! 🙌

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