[Onboarding] Hello and Welcome! - Step 1 ๐Ÿ‘‹

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Hi there and welcome to Wrike and our Community ๐Ÿ‘‹

If we have not met already, I'm Lisa, the Community Lead at Wrike and I'm so pleased to have you with us! ๐ŸŽ‰

We know that onboarding to a new platform can be a little daunting, but let me assure you, you're not alone! Our Community is here to support you throughout your Wrike journey and beyond.ย 

This Wrike Onboarding forum gives you a step-by-step plan to set you up for success with Wrike and you can take it at a pace that suits you, just follow the numbered steps! The Community is also a place where you can connect with other Wrike users who are just like youโ€”new to the platform but ready to embrace the Wrike journey. You'll also meet seasoned Wrike users and our own team of Wrike experts, all eager to lend a hand or share a tip. ๐Ÿค

When it comes to Wrike, we've got an array of resources lined up to help you and your team hit the ground running:

We're all here to help, so don't hesitate to reach out if you need anything.ย 

With all of this in mind, weโ€™d love to get to know you a little better, please introduce yourself in the comments below and let us know:ย 

๐Ÿ“ Your location

๐Ÿš€ What youโ€™re hoping to get out of Wrikeย 

๐Ÿค If there are any challenges we can help you overcomeย 

Looking forward to getting to know each and every one of you! ๐Ÿ™‚

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

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Hi I'm Kelly. My company, Red Mood Marketing is located in Minneapolis, MN and we are hoping to utilize Wrike to track out projects and TIME.ย 

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Welcome, Kelly Grady ๐Ÿ‘‹ It's great to have you!ย 

Let me know if you have any questions or would like to discuss Wrike features ๐Ÿ™‚

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

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Hi! I'm also Kelly! I work at Gilbane and we are using this product to track a complex governance redesign. I'm hoping to get some assistance in designing custom reports.

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Hi and welcome Kelly Hoag ๐Ÿค—

I'd definitely recommend posting in our Best Practices forum and ask for the Community's guidance on reports ๐Ÿ™‹

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

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Hello.ย 

I am the Sales and Projects Manager for an industrial construction company. We are a small company with a large work force with quite a few people living in different states, so we want to improve communication about upcoming projects. I also hope to use Wrike to track all projects and billing totals.ย 

I was told about the "Cross-Tagging Functionality" that could help me input project information only once but be able to add different details in different "Project" folders. I would love some more information for how to set this up and use it well.ย 

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Hi Ben Rogers, welcome to the Community ๐Ÿ‘‹ It's very nice to virtually meet you ๐Ÿ™‚

I'm happy to discuss tags in Wrike! First of all, I'd recommend checking out the following articles on our Help Center:

https://help.wrike.com/hc/en-us/articles/1500005120701-Tagging-Projects

https://help.wrike.com/hc/en-us/articles/209603369-Tagging-Folders

Projects and folders can be added as tags to any other task, folder, project, or space. The tagged item can be found in all of the projects it's tagged in. It's important to note that tasks, folders, and projects are automatically shared with the users who have access to the project where you tag them.

To add a new tag (= add an item to a new location), you can click on the "+" button under the item name:

I hope this info helps ๐Ÿ™‚ Please let me know if you'd like to discuss this further.ย 

ย 

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

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Hello everyone!ย  Eric here in central Florida just getting started with our Wrike implementation.ย  I'm sure I'll have plenty of questions as we get deeper into everything, but for now am glad to be partnering with Wrike and looking forward to leveraging it in our PMO to drive efficiency and client satisfaction.

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Hi Everyone!ย ย I'm Ambrosia L. I manage our technical onboarding for clients within our Digital Shelf Solution at CommerceIQ.ย 

๐Ÿ“ Located in Northwest Arkansasย ย 

๐Ÿš€ What we're hoping to get out of Wrike: Better project management for both our internal team members and our external clients. We have already been leveraging full client integrations, API feeds to sync our datasets, and so much more. So far we have seen a tremendous improvement in our ability to track and manage projects.ย 

๐Ÿค If there are any challenges we can help you overcome: The learning guides have been a tremendous help so far! I'm looking forward to completing all of the training guides to become a super user. So far everything we've learned has been so intuitive in figuring out with the interface.ย 

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Hi everyone, Freddie from South Africa.ย  I can't access Request Forms to adjust my email communication to external people.ย  Any solution to this?

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Hi folks, welcome to the Community ๐Ÿ™‚ย 

Ambrosia Lindsey That's great to hear! Feel free to explore our other forums here, like Best Practices where you can post and also read others' uses of Wrike ๐Ÿค—

Freddie Carl Aylward Hi ๐Ÿ‘‹ย  Could you please clarify - you can't find them, or you used them before and can't access them now?ย 

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

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