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Shelly Erickson

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Activité récente par Shelly Erickson
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  1. Communauté
  2. Brought to You By Wrike
  3. [Use Case Templates] Contract Management 📑

Not relevant to us at the time but if the legal department changes or moves platforms, I will be able to provide this information.

  1. Communauté
  2. Brought to You By Wrike
  3. [Use Case Templates] Knowledge Base 👩‍🎓

I don't believe I knew this existed. I will be exploring this as we add more people and departments to Wrike!

  1. Communauté
  2. Best Practices
  3. [Use Case Marathon] Week 1 - Workflow Automation ♻️

We use a few different automations but definitely need to dig into this more!

  1. Communauté
  2. How To
  3. How to download a Project and all of its contents once it's complete?

As mentioned by Lisa, you can export. I do this all time time. You can also create macros in Excel to achieve your end goal if the format from Wrike is not desired.

  1. Communauté
  2. Best Practices
  3. [Open Discussion] Share Your Favorite Automation Rules! 🤖

Our favorite ones are so simple but helpful! If all Subtask are completed, the Main task changes to Completed and if the Project is Completed then it moves automatically to the Archive folder.

  1. Communauté
  2. New to Community? Start here!
  3. [Welcome!] New to the Community? Introduce yourself! 👋

Hello! I'm a Director of IT Hospital Interface Services ... long title. Basically, I implement and oversee all data interfaces between the hospitals and my company. We have an average of over 40 pr...

  1. Communauté
  2. Product Feedback
  3. Subscribing clients to weekly reports for them

Add my vote! We need this as it would save so much time!

  1. Communauté
  2. How To
  3. Blueprint Customization based on Project Request

We use a project request with a assignment field and the assignment field is the determining factor on which blueprint is used.

  1. Communauté
  2. New to Community? Start here!
  3. [From Wrike] Community Badge Program 🙌

I'm a newbie. Looking forward to the community help!

  1. Communauté
  2. Product Feedback
  3. [Status: Not planned] Editable Task Completion Date

This request started 3 years ago. You would think this would have been implemented by now. I'm putting my vote on this one as well. I guess I will add another custom field to track as it is extreme...




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