Hi everyone 🙌
You may have already seen that our team recently launched a new Use Case template - Wrike Governance 🥳
Today, we’d like to take a deeper dive into what this template has to offer for admins, champions, and anyone else on your team.
- Use Case: Wrike Governance.
- Can be used by: Any team.
- How to launch: From the space creation dialogue.
- Functionality used: Folders, tasks, a project, request forms, reports, a dashboard, and custom fields.
- What’s inside: A getting started folder, a knowledge base, an onboarding folder, a folder for champions, user surveys reports, and more.
- Additional resources:
- What You Need to Know About Governance, Risk & Compliance on the Wrike blog.
- The Definitive Guide to Operational Excellence on the Wrike blog.
Now we know the basics of the Governance template, let’s look at the specifics!
First things first - we need to take a look at how to use this template. There’s a folder called “Start here!” that is dedicated to just that - it helps you to get started with Wrike Governance. In that folder, you’ll find a guide on how to use the template as well as tasks that serve as a checklist for how to implement a successful account governance process.
These important steps include building your champions team, establishing naming conventions, governing permissions and access roles, and more. Account owners, admins, and/or champions can use this folder as a starting point and add to or edit the folder’s content. Each task contains a description or a guide to get you started.
The next folder, “Wrike Knowledge Base”, is there to store frequently asked questions and the answers to them. Share this folder with your team and keep it updated so that your colleagues can easily find solutions without having to ask for help.
“Wrike On-boarding” contains subfolders for:
- Useful links - quick access to helpful resources like the Help Center, Wrike Community, video tutorials, etc.
- Wrike Online Tutorials (organized by role) - here, you’ll find links to Wrike Discover courses grouped by different roles.
- New User Training Plans - this subfolder can be populated by submitting a request form that creates a task every time someone on the team (usually a new team member) needs training.
The next folder, “Wrike User Support and Engagement”, is there to help you assist users. There are three subfolders here for service requests, suggestions, and user surveys. Like New User Training Plans, they are populated by submitting pre-made requests in Wrike.
These resources are a great way for you to make sure users get help when they need it, as well as monitor user feedback and make changes to your processes when necessary.
The “Wrike Maintenance” folder is essentially a set of useful checklists for account owners and admins. It provides a framework to ensure your Wrike account continues to help you keep everything under control - while you’re busy doing the best work of your life!
You can store and update your meeting notes and monitor user suggestions in the “Plans Backlog” subfolder of the next folder in this template - “Wrike Champions”.
We’ve already covered how to use Wrike for keeping meeting notes organized, and hope that this post will guide you on best practices if you aren’t using Wrike for meeting notes yet.
Last but not least, in the “zTemplates” folder you will find a template for a knowledge base, as well as a ready-to-use Wrike End User Training project that you can duplicate for any new hire.
Apart from the folder structure that we’ve just discussed, this Use Case template also comes with a tool section where you can find handy reports and a Service Request dashboard. There are also three request forms that populate the template’s folders:
- New User Training
- New Wrike Service Request
- Wrike User Survey
How do you govern your Wrike Account? Do you already have an established process? Please share below and let us know if you’d like to give this template a try 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover