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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

Publications

Votes sur l’activité pour Pietro Poli
  1. Communauté
  2. Product Feedback

Edit multiple task title in table view

HI! I often have to make multiple changes to a task list to add a prefix or add text to the end of tasks. For example, I have editorial plans for our clients consisting of 20 activities and it ofte...

  1. Communauté
  2. Product Feedback

Custom Item Type for Folders

Hi!We use folders to better manage our customers and put in each customer folder all projects they have with us.It would be very helpful if I could create CIT folders, to give them a specific folde...

  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. Product Feedback

Time Spent in Filters

Hi! It would be useful to have a filter in Table and List views that include "Time Spent" with operators. For example: Filter all task where Time Spent > 10h or similar

  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. 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 ...

  1. Communauté
  2. Product Feedback

New Dashboard - Add Task To Do Filter

In old dashboard widgets we can set up three different date filters: - due date- start date- to do datein new dashboard widgets "to do date" is missed.Can you reactivate?If you have a task with 3da...

  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...




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