Feature support for daily stand-up
In evidenza
Most of my team's work is managed in Wrike, however some of our work is in another system for support tickets, and another small but important amount of work is managed in a separate process for more technical programming requests. As a result, we have not found a way to use Wrike for our daily stand-up... even though Wrike's dashboards are pretty effective, there's no straightforward way to get an 'at a glance' view. So we end up using a rudimentary sticky system in yet a different system, where each person simply posts a sticky listing their priorities for the day, and we look at that during our meeting.
Anyone else in a similar spot, have any ideas or solutions?
In terms of product feedback, I would wish for a dashboard widget to have an option to display a multi-line free-text note at the top of the list of tasks. Then we could have a team dashboard that has a widget showing each person's work, with a note to indicate work that is not in Wrike.
Hi Matt Snyder, thanks a lot for sharing detailed feedback and your use case case!
How about using the Board View or the new Board View? It provides a kanban-style board that allows you to easily see projects and the stages of the task, as well as change the statuses by dragging and dropping tasks, and it's a pretty common tool to use in agile teams for stand-ups and retrospectives. Could that work for your team?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Lisa, no, because not all the work is in wrike. I will not ask folks to double enter a task into wrike.
Thank you for getting back to me Matt Snyder! So you are suggesting some additional integrations to be introduced, correct?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Lisa re integrations, maybe, but I'm hesitant because I think my challenge is a bit more free-form. I would prefer to use Wrike's dashboard feature for our daily stand-up, and we do have a dashboard showing each person's work in Wrike. However there is no way to visually represent work that is not in Wrike.
We are a remote team. For our daily stand-up, we use a simple tool that allows each person to post a sticky note to a board, and that is the visual aid for our daily stand-up. Here are two ideas that would allow us to use Wrike instead of our current process, hopefully this helps illustrate our challenge.
Thank you for providing more context here, I think I understand your use case better now Matt Snyder! So basically, you're OK with creating a task for work that doesn't live in Wrike, but you don't want to create a separate task for each piece of work, but rather have just one task for all work outside of Wrike - does this summarise it correctly? In that case, you can still use dashboards, but such a task has to be open from the widget to see what's listed inside. Can this work for you?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Correct summary, but having the detail not visible ie clicking to open, kinda defeats the purpose of the dashboard.
Got it, thank you for getting back to me Matt Snyder 👍 We've featured your post on the main Community page now to see if other users have any recommendations for your use case.
In general, after getting more context about your use case, I would suggest creating a separate task for each piece of work - that way, it can be assigned and tracked. If the title of the task is descriptive enough, you may not need to open it when viewing it on a dashboard widget. If you're doing some sticky note-style task creation in a different system, moving that to Wrike may make it easier to manage and track.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Matt Snyder My team has our daily stand-up around -- instead of a dashboard -- a single Wrike task that comprises all the tasks for that day. This meeting task auto-populates from a blueprint according to the day of the week/month (we have a weird hybrid remote schedule). An automation completes and files past days away into a "Past Meetings" folder. Under their name (which shows whether they're on-site or remote that day), each artist adds the Wrike permalinks to the tasks they'll be tackling that day, in addition to bullet points with plain text for tasks to be completed outside of Wrike -- something very brief but descriptive. It takes each of my artists about ten minutes to fill in this meeting summary each morning before our stand-up -- or as they do the work the day before. During the stand up, we read down the list and discuss anything that prompts further questions.
Michelle thanks for sharing, that's an interesting idea. How many folks are in your daily?
Hey Matt Snyder,
Our team uses Wrike for both daily and weekly stand-up meetings. To keep things organized, we have separate "Spaces" for each type of meeting. Within each Space, we have a hierarchical structure of folders. For example, we have a folder for Q1 2023, and within that, we create a "Project" for each week with a corresponding start date.
To keep track of daily tasks, we create a "task" for each day of the week and include subtasks that list the specific actions needed to be taken. This helps us stay accountable and ensures that tasks are completed on time. At the end of the week, we generate reports on all the completed actions and review any outstanding tasks.
This format has been really beneficial for our team as it allows us to share our progress with the leadership team without the need for them to navigate through Wrike's dashboard functionality.
Hi Matt Snyder, there are ten people on my team.
Hi Matt Snyder, here's a screenshot of our space. The blueprints are set up for our BLUE/GREEN/GOLD weekly remote/hybrid schedule and fill in everyone's names and whether they're onsite, remote, or off that day, as well as a few prompts so people know what to write about. Each morning (or each day as they work) they just add a quick summary here, which we go over every morning at 8:00. The next four meetings stay "In Progress," which puts them on everyone's personal dashboards.
@nathan, thanks for explaining your process. Helpful to hear the example, though it wouldn't work for us since much of the work is either already a task or is tracked elsewhere (and I don't want to create double entry of tasks).
@michelle the screenshot is really helpful. I will think it over with my team!