A big topic, but we are planning on streamlining our Wrike setup. Our current setup has some bloat, and condensing and refining our tools in Wrike is a top priority for this quarter. My first task? Define the the order of importance when rebuilding our setups. How can I create a better Wrike that accurately reflects our teams works style and more importantly, addresses our teams current needs/pain points.
Here is my list of things I will target, in descending order:
- Example Goal: One folder for all new tasks, used by 100% of the team. Everyone knows the flow
- Example Goal: No unused custom fields. air tight permissions on more nuanced fields
- Example Goal: Dynamic forms and pain less task creation
- Example Goal: Airtight permissions, and fleshed out tasks stems that are reviewed quarterly
- Better way to create tasks through Slack
- One home for all assets
- Better adoption of Outlook to Wrike Task Creation
- Using this the power of automations with a solid folder structure is key
- Dashboards that are simple and rely on the organization of the folders, not the other way around
A huge undertaking, but a fun one.
If you had to redesign your Wrike this month, in what order would you target your efforts?