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Pietro Poli

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Do you want an help with Wrike or with HubSpot? Go here to schedule a meeting with me: https://meetings.hubspot.com/pietro-poli

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  1. Communauté
  2. How To

Digital Signature for Approvals

I'm implementing a milestone in Wrike where I have confirmation from the customer that the product (photovoltaic system) has been installed. I could use the approvals, but they would force the clie...

  1. Communauté
  2. How To

Archive Old Projects and Tasks

Hi everyone!I need a hand and your experience in managing past activities. We have about 350 customers and 650 active projects every year, our activities usually last from January 1st to December 3...

  1. Communauté
  2. Wrike Analyze

Future report

Hi!I'm creatig a new report to understand how our team will be charged in future. So, with Wrike Analyze I created a Pivot with: ROW -> User NameVALUE -> [Total Effort Task Effort (minutes)]/60VALU...

  1. Communauté
  2. Product Feedback

Show predecessor task and status on workload chart

Hi!In our web agency we have several projects that have tasks with dependencies. For example: Task #1 -> Meeting with customer Task #2-> Internal Brief Task #3-> Activity Planning Task #2 is depend...

  1. Communauté
  2. API and Developers

Add comment like Wrike Bot

Hi! For a integrations that me and Francesco Mannino made with Wrike and our ERP, we need to comment a specific task if we found an error. Right now we have the ability to write a comment, like thi...

  1. Communauté
  2. Best Practices

Project Predictive Analysis

Hello everyone!I want to share with you a practice that is helping us a lot to avoid going over the maximum budget for orders. We are a Demand Generation digital agency and our clients often commis...

  1. Communauté
  2. How To

Using Wrike like a Chat

Hi! I would also like to use Wrike to send and exchange messages with colleagues without having to use external software (we use Google Chat and in the past Slack). Often a request made to me in Go...

  1. Communauté
  2. Wrike Analyze

Current date in formula

Hi folk! Do you know if is there any way to get Current Date (date of today) in Wrike Analyze and use it in formulas?   I'm creating something to show if project due date is exceeded. IF([Days in P...

  1. Communauté
  2. How To

How do you setup task for meetings?

Hi everyone!In our agency we often have to deal with meetings (internal or with our clients and stakeholders).It is therefore essential for us:- have 1 task for each meeting (assigned to each inter...

  1. Communauté
  2. Best Practices

Wrike from Sales to Project Managers

In our agency, we needed to better structure the passage of new orders (new or existing customers) from the commercials to the development team. Our process includes: The commercial agrees with a ...




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