Project Team Members

Hello everyone!  I'm the new Technical Project Manager in my company and I'm in the process of setting up Wrike to improve the work that occurs between the Product and Development teams.  I'm looking for advice from the community for Project setup and tracking. 

Each of our projects is assigned a Scrum team.  With multiple projects running it's difficult to track who is doing what.  I was thinking of creating a custom field for each role.  And then adding this to each Project.  Is this a good approach?  Would creating a Folder per project be better?  My assumption is that I could create a report and make it accessible to everyone for quick reference.  Thoughts?   Thanks in advance!

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Hello Joe Ketchum, thank you for sharing your use case with us! A great option to keep track of your work - and other users' work - is Dashboards. You can create different widgets and apply all necessary filters to display the relevant data linked to the preferred user.

Feel free to give this option a try and let us know how it goes! 😎 

Juan Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalità di Wrike e le best practices

Juan Wrike Team member Conosci le straordinarie funzionalità di Wrike e le best practices

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Joe Ketchum Organization was something I struggled with when first starting with Wrike. How to organize your account/space/dashboards will be a personal thing that only comes through trial and error. But I can make some general comments:

  • Dashboards are probably the best place to see who's doing what
  • If you are assigning tasks to only 1 individual, you wouldn't need a second custom field for tracking. The project can still be assigned to the entire team. 
  • In the account, if you group people into departments, you can break up the dashboards by department to help managers see what their team is working on. If the teams aren't consistent or clear, you could create a custom field for "Manager" or "Team Name" that could then be sorted to accomplish this. 
  • Dashboards are easily editable, so it's reasonable to add a high-priority project as its own view and then remove it when the project is completed. 
  • I haven't used them, but calendars are also particularly good at seeing what teams are working on and when it will be completed. 
  • Folders are better for organizing by function or project, not necessarily by team. Dashboards work better for filtering and sorting the work. However, both work and it's really a company decision on how you guys want to do it. It's also not impossible to redo the folders if 6 mo. from now you don't like how it's done. 

I received some good feedback for prioritizing work (which isn't directly related to your question) but may spur some ideas. See this thread. I hope that helps get you started. 

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Thanks for the feedback Mike!  I setup a Workload chart which has been helpful for viewing resource allocation.  And a report that shows the Custom Fields (assigned roles) by project.  I'm moving on to creating Dashboards now.  Like any new software, it's difficult to know what you don't know, if you know what I mean.  But trial and error and lots of help articles help.  And a good user community!

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