[Onboarding] Onboard Your Team With Our Wrike Training Template - Step 3 ๐Ÿค

Mostrato in alto

Hello and welcome back, Wrike newbies! ๐Ÿ™‚

Along this exciting journey of adopting Wrike, we know it's crucial to ensure your entire team is onboard. To make things easier for you, we've introduced a Wrike Training template. This template has been designed to help kick-start your team's journey in Wrike, ensuring a smooth and efficient onboarding process.

To start using this template, start creating a new space using the + button in the upper-right corner of your workspace. Youโ€™ll find the Wrike Training template in the Get started with the basics section:ย 

Hereโ€™s where youโ€™ll be able to preview and launch this template, which will create a space called Wrike Training.ย 

This space comes with a pre-made dashboard that can help you keep track of your teamโ€™sย  training progress. It also contains a useful Champion Training Guide folder with tasks that represent the five stages of a championโ€™s onboarding:

  • Learn Wrike Basics
  • Prepare the Wrike workspace
  • Set up a knowledge base
  • Run a Wrike kickoff meeting
  • Prepare user training projects

Each task comes with detailed instructions on the steps involved as well as links to various Wrike resources that will help with successful champion training.

The Template for User Training project is a handy tool for champions to onboard other Wrike users. Champions can copy this template and assign it to team members.ย 

And that's not all we have to offer! To give your team a comprehensive understanding of Wrike, we also offer interactive training courses via Wrike Discover. Start by sharing our Beginner Plan to get the basics covered.

Last but not least, don't forget to check and share our Getting Started Guide with your team. This guide is filled with step-by-step instructions and tips to aid in your team's onboarding experience.

Remember, a well-prepared team is the key to success. Equip them with the right tools and let's get this journey started! Need help or have any questions? Let us know in the comments below 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

1
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos
2 commenti

I didn't know there was a template for this!ย 

For our new user onboarding, we'd redirect them to Wrike Discover to follow along the learning plans, but this is so interactive and directly in Wrike - might have to give it a whirl :)ย 

How long is the template overall might I ask? How many Steps and tasks are included? How detailed does it get (is it just the basics or does it go into Blueprints and Request Form creation, for example?)

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hey Anna Giacobbe ๐Ÿ‘‹ I'd say the main point of the template is to provide links to resources where all relevant info about Wrike can be found - like specific Wrike Discover courses as well as learning plans, etc. It doesn't include info about advanced features like Blueprints or Request forms, but it has a useful overview from which you can build your own training plan specific to your org 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

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Folllowing List for Post: [Onboarding] Onboard Your Team With Our Wrike Training Template - Step 3 ๐Ÿค
[this list is visible for admins and agents only]

Su
Didnโ€™t find what you were looking for? Write new post