Wrike Productivity Tour-Seattle

 
Hi everyone,
 
We had a fantastic event in Seattle and we wanted to share the presentation decks that we used:
Let's keep the conversations going, jump into an existing post to share your thoughts, or start a new post to get feedback from a Wrike team member or from other Wrike users. 
_________________________________
 
We're hosting our next Productivity Tour event in Seattle! Our goal is to give you
  • Access to Wrike resources that help you get the most out of the tool (execs, product experts, and productivity gurus)
  • Connect you with other Wrike users who can share how they're using Wrike, what works for them, what doesn't, and give you a wider range of people to turn to for best practices, tips, and tricks. 
Yes, there will be a breakout session so that you can discuss your specific use case with Wrike team members and other users. Yes, we will be taking pictures (don't worry, we'll only post the good ones). No, there won't be a pop quiz. 
 
The Important Information 
 
When: Tuesday, April 18th 2017
Where: Crowne Plaza Hotel in downtown Seattle
Who will be there: Wrike users, Wrike execs, product experts, and productivity gurus who can answer your questions and help you get the most out of Wrike. 
 
We'll keep updating this thread as April 18th approaches, look forward to hearing from you, and see you soon! 

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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I'm particularly interested in how to handle time tracking for monthly retainer clients. Need a quick way to see how much time we have left in a retainer...ideally in table view but only showing time spent that month. Looking for best practices on handling reporting as well. Still trying to figure out how to use the Wrike reports. I suspect we've setup our instance wonky. 

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I'll have some questions about the Android App. For example my list widget doesn't seem to be updating when new tasks are created.

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I personally cannot wait to meet other Wrikers in Seattle.  

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@Michelle thanks for sharing! It's great to know what you're looking to learn more about, I'll make sure we talk to you more about that particular use case, time tracking, and reporting. 

@PG we can start trying to figure out what's going on with the Android app now if you want. Are you talking about a list widget on a Dashboard? If that's the case, we can start by checking what filters are being used on that widget and go from there. 

@Patricia, I've loved seeing your comments in the forums. I'm excited to be able to meet you in person :)

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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@Stephanie. I mean the Android App task list widget (#3) doesn't seem to refresh very often unless you reboot the phone. I have it set on a particular folder. When i add tasks, I do not see them there for a while if at all.  

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We've had a hard time getting the API to pull the information we need from our set up. I'm looking forward to asking someone if 1) we should set up our system differently or 2) provide us some insight on how to get the API to work. 

In addition, we've considered using Wrike for our resourcing. We're a SasS company in a matrix resourcing environment. We do resourcing separately using a combination of MS Project and Excel. I know Wrike could be our solution, I just need to understand more about it. 

And lastly, I'm interested in what's coming for Wrike as far as enhancements. 

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Hi @PG, I'm working on getting more information about this for you, I'll make sure to have an answer for you and give you more details in person on Tuesday. 

@Jenn Thanks for those details! One of the Customer Success Managers attending is going to do a talk specifically around APIs, so I'll make sure to connect you two. In terms of resourcing, we can definitely talk through this more. Is it resourcing to plan how much time individuals should spend/have spent on particular jobs?

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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Also would love to know how to upload a retina logo for my Wrike instance. I see Wrike uses an svg file. But that file type isn't listed as an option. Will it work if I upload one?

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Thanks @Stephanie!

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Hi Michelle, right now we don't support uploading logos to be scaled for retina. However, there's a request here if you would like to +1 it. Looking forward to meeting you tomorrow!

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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I'd like to learn how to help our contributors to better use Wrike.  We add the customer to each project so they can comment and see the progress as it goes along.  We share PDF's and like them to make comments and changes there.  We do custom house plans.  But it gets confusing for them.  If we can find an easier way to do this it would really help.  

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I am (or should be) using Wrike to manage my own video, writing, and marketing projects.  I recently pitched Wrike in an application for an event coordinator position. I am looking to see what can be done with Wrike and to network with other users.

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What time does it start again? 11:30am for lunch was it?

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Just joining the thread. I'm a Senior Designer, and we are implementing Wrike soon. My interests are the dynamic request forms, the customizing of workflow and the online editing of documents. I'll be attending tomorrow with another member of my creative team.

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@PG Yes, you're right. the event kicks off with networking and lunch 11:30. You can see a full agenda for the event here. I'm talking to our devs about the widget you mentioned - could you let me know what type of phone you're using and what version of the operating system?

@Becky That's an interesting use case, we can definitely help talk through that. I'll look for you, but please say hi if you see me and I can either help or connect you with someone who can. 

@Greg Great to hear! This is definitely the perfect place to engage with other users. 

@Julie We're actually going to have specific breakout sessions around Request forms, which sounds like it would be great for you. Looking forward to seeing you tomorrow!

 

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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thanks. it's android 6.0.1 and the bugt happens on my j3 emerge and tab E.

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Getting excited about tomorrow: 

Here are my wishlist items that I hope get touched on: 

1. Document Management

2. Custom field rollup on the project level (same as is enabled for tasks)

3. Mapping custom fields to questions on the request forms 

4. Export to Excel: Ability to auto sum either or both in Wrike or in Excel 

5. On Project Level:  Percentage complete based on completed tasks or some calculation

6. Schedule: ability to show slack, late start, early start, etc. 

7. Stream | Communication thread: viewing in the middle column WITH the ability to see the right hand panel. 

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@PG Great, thanks! 

@Patricia I took a screenshot of this on my phone so we can cover those roadmap questions tomorrow! 

 

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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I'm looking forward to talking to people about how they use Wrike, what works well and what doesn't, especially for creative teams. I'd also like to see the new conditional request form process and other recently released features or any that will be coming soon.

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Hi - our team is brand new to Wrike, we haven't even onboarded with the tool yet! I think we'll be showing up with an array of different roles, who will be using the tool differently. So I know we'll want to attend the User Group, and it will also be very useful to hear the Customer Panel. If we can get there in time, we'll want to catch the Keynote Presentation.-Kate 

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And who we are: we're an internal Strategic Marketing & Communications team for UW Medicine. We work out of South Lake Union. We'll be represented by a project manager, an ops lead, a marketing ops lead, a marketing manager or two, a designer, maybe a writer, maybe a developer, maybe a UX guy. 

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Hi everyone, just wanted to let you know that I've edited my first message (the one at the very top of this thread) to include links to the presentations used throughout the day Tuesday. Can't wait to hear from you all again, and please ask us any questions that didn't come up during the event. We're here to help :)

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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I cannot wait until next year's event. I would love this to be a whole day event.  I have made some new connections with my Seattle Wrike posse. 

It would be nice to be able to have a Seattle Forum to share stories and ideas and tech-ish talks. 

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I'm so happy you enjoyed the event Patricia! All of us from Wrike really enjoyed it as well, Seattle had a fantastic group. 

A Seattle forum is a great idea, I just created a Seattle thread so that everyone can talk and share their ideas. 

Stephanie Westbrook Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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Yes it was indeed a great event and I would up meeting and connecting oo with people like Patricia Davis and we are still in contact to collaborate! Thank you Stephane and Wrike for this event and the opportunites this product allows for

 

PG

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I want to get a better understanding of how people structure Wrike to give enough detail on the project status without turning keeping Wrike up to date, a project in itself. I also would like to understand what other systems (Salesforce, ERP etc) people are integrating Wrike with and what benefits they have received from that.

 

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I'd like to hear how or if other users are actively using the Gantt chart/timelines feature, snapshot etc 

 

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I'd like guidance on overall program management and ways to set up a pipeline for leads and opportunities. I have been experimenting with custom workflows, and am interested to see if I can apply these to projects instead of tasks or if I can customize statuses as well?

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Hi everyone, thanks for posting here! If you’re attending the New York event please add a comment in this thread instead.

We’re looking forward to seeing you there!

Anna G Community Team at Wrike Conosci le straordinarie funzionalità di Wrike e le best practices

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