Housing Client Information
With Wrike, we use the spaces to house our different services. One space is dedicated to all of our clients and their service details. We tie all of the client folders to the services provided in the other spaces. This is helpful when trying to search for all clients with a certain service. We use these lists to review certain services during meetings.
Hi Mary Kathryn Merrill, thanks for sharing how you use spaces, a great tip 🙌🏼
Cansu Community Team at Wrike Wrike Product Manager En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online
Cansu Wrike Team member En savoir plus sur les fonctionalités et les meilleures pratiques grace à nos Webinaires online