[Use Case Marathon] Week 3 - Event Management in Wrike 👥

Love the idea of breaking events into tasks!

Our company uses Wrike to prep for internal and external events - even just booking rooms for meetings (pre pandemic). 

All of this is done by gathering info upfront via request forms. 

Internal and external prep are completely different projects. 

We use Wrike to plan events and campaigns with heavy use of custom fields, request forms, blueprints variant to scope and scale, reports to stay on track, and meetings with live action item creation to follow up.

Thanks so much for sharing that folks! 🤗 

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

In the past we have had our checklist of items for major event preparation. We need to take a closer look at how Wrike can help support us as we learn more and adopt more of Wrike.

Part of our primary offerings is to be able to support our clients' event - including planning the materials and asset delivery to the events.  With request forms -  custom fields, project, folders and tasks allow us to utilize the data for calendars, dashboards etc that we share with our internal and external teams!

Thank you for your interest and insights! 🤗 Did you know that there are Onboarding templates available in Wrike? There's one in particular, called Event Management, that you can use to start managing events. It includes five stages — set up as folders within the template — to guide you through the process. Here's a guide on how to use the template 👍 And this is how it looks once launched:

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

I think this "Follow Up" Folder is quite important. Yes, we plan our events in Wrike, and especially the feedback afterwards is also collected in Wrike. This could be done by a request form, too, or just by a task with subtasks. We struggled a little bit with responsibilities and statuses of these tasks - I think the asignee should be the responsible department leader, and the status should be completed if the feedback is reviewed and considered for future events.

We don't really run events as part of our business - but we do have time sensitive projects with firm deadlines, so I guess it is a very similar set-up.

Thank you for sharing, Florian Kislich! You mention you struggled with the responsibilities and the statuses - I was wondering if you were able to agree on these in the end? 

Debbie Brownlie And what about the internal/company events? 

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

Hi Lisa we really don't have anything that would require loads of planning

Our last company event was a comedy show and a dinner - a simple news post was enough to let staff know and give details, planning really didn't require even it's own task....

Got you Debbie Brownlie, thank you for sharing 🤗

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

I shared this post with my teammates who manage event planning through Wrike - we have a few teams that coordinate events and they utilize blueprints to create the repeatable process for those events. 

Happy to hear it might be helpful to them Sarah Dungey 😊

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

We haven’t had any events since we adopted wrike, but I imagine that we will make use of it for this purpose in the future!

Thanks, Kelly-Anne Slatton, Jordan Crisman for sharing your thoughts here 🙌🏼