[Use Cases] Wrike Training for Champions and Users ๐ŸŽ“

Hi everyone! ๐Ÿค—

We are very happy to share the first post in our new Use Case Templates series ๐Ÿฅณ. Today, weโ€™d like to start a discussion on Wrike Training. Letโ€™s dive in!ย 

  • Use Case: Wrike Training.
  • Can be used for: any team.
  • How to launch the template: from the space creation dialogue.
  • Functionality used: projects, folders, tasks, and a dashboard.
  • Whatโ€™s inside: champion training guide, a template for user training, learning resources.
  • Additional resources:ย 

This template comes with a folder that contains the Champion Training Guide as well as a ready-to-use template for user training.

The Champion Training Guide is a folder with tasks that represent the five stages of a championโ€™s onboarding:

  1. Learn Wrike Basics
  2. Prepare the Wrike workspace
  3. Set up a knowledge base
  4. Run a Wrike kickoff meeting
  5. 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, represented by three stages with tasks in it, is a handy tool for champions to onboard other Wrike users. It walks you through getting more familiar with Wrike basics like commenting on tasks, checking your Inbox, etc. After learning the basics, you can continue with setting up your workspace. The โ€œNext stepsโ€ folder contains more Wrike learning resources and tips on how to get started with more advanced features.

The Wrike Training template also comes with a useful dashboard that can help you keep track of your training progress.ย 

We hope this template becomes a useful tool for training champions and users so they can adopt Wrike with ease. Would you be interested in trying out this use case? Share your thoughts below ๐Ÿ‘‡

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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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19 commenti
Spot On Innovative Approach Stellar Advice

We just implemented a new user training program for new full users in Wrike last year! This would have been great to make use of when we started! This also takes me back to the early days of our account with Wrike and going through the Champion training!

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Spot On Innovative Approach Stellar Advice

We introduced a standard training project two years ago. It was looking very similar. We had some basic trainings (via presentations) and we made for any user also some Wrike trainings tasks personal fitted to their job. So everybody got the theory but also practical training.

The best was to make a seperate training space were everybody could do anything. People just tried and that was at the end a system keeping itself alive. At some point we stopped it and archived the space, but until that people really played with Wrike.

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Spot On Innovative Approach Stellar Advice

The template looks very helpful to many people, and I'm sure I would have liked it when I implemented wrike at my company years ago. However, we have a few training documents that I made, depending on the new user and role they will have in wrike. We are not able to to use any standard wrike training as it varies too much of what they can see or do. The document along with a meeting (in person or virtual) to go over everything is what works best for our company right now.

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Spot On Innovative Approach Stellar Advice

Currently, we train by user and role with internal documents created however we have new employees starting this year and this could be something that we tie in with the documents. I like Sven Passinger's mention of the separate training space!ย 

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Spot On Innovative Approach Stellar Advice

We have a list of Wrike videos for new users to watch - with first a personal introduction of how to navigate. Then we have a SOP that explains our particular ways of handling our system in Wrike.

This would have been immensely beneficial 3 years ago when we started Wrike - not so much now

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Spot On Innovative Approach Stellar Advice

Debbie Brownlie Are these videos that you/your team created or certain ones from wrike? If you guys created them, what did you use to do so? Thanks.

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Spot On Innovative Approach Stellar Advice

Abigail Saunders just the Wrike ones - would be cool to have some really personalised training videos too :)

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Spot On Innovative Approach Stellar Advice

I wish this was available last year when we trained the rest of the team. We created links for topics for starters that helps them navigate the platform thru https://library.wrike.com/handbook-best-practices/. Then we created our own how-to-instructions that explains how to manage our spaces, tasks and approvals in Wrike.

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Spot On Innovative Approach Stellar Advice

Thanks a lot for your comments here, folks! I understand that many of you may already have a training process implemented, but we're hoping that some of these materials can come in handy and be included in your current processes ๐Ÿ˜Š

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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Spot On Innovative Approach Stellar Advice

same, i wish this was available when i rolled out new process/structure changes to the team.

they have been using wrike for 2 years (4 months for me) and they didnt have a real solid process nor familiarity with wrike. i created a separate testing space and walked through the process + best practices of creating a project. i showed them a video of me creating a project, how to use blueprints and assigning effort throughout.

end result: the team is really happy that we have a structured process and wrike is now easier to use.

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Spot On Innovative Approach Stellar Advice

Love this - and already started implemented something very similar to this so looking forward to testing this template for sure!

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Spot On Innovative Approach Stellar Advice

We are starting to conduct some new training, so will take a look and see how we can utilize this template.ย 

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Spot On Innovative Approach Stellar Advice

Glad to hear this can be useful for your teams ๐Ÿค—

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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Spot On Innovative Approach Stellar Advice

For team members we use the Wrike videos (it's great because not everyone speaks English and the videos have Portuguese subtitles) and a training session via Zoom. For clients we do the training session via Zoom, record it and share it with them later. As they are collaborator type users, it's more focused on request forms, searching for things and approval/proofing process.

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Spot On Innovative Approach Stellar Advice

Great to hear that Neyl Walecki! I assume you mean Wrike Discover courses that now come with subtitles in several languages?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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Spot On Innovative Approach Stellar Advice

Hi Lisaย you're right, that's what I meant to say :-)

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Spot On Innovative Approach Stellar Advice

Neyl Walecki Got you, just wanted to make sure ๐Ÿ˜Š

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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Spot On Innovative Approach Stellar Advice

Thank you very much! As we continue to onboard different users this will be very helpful!

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Spot On Innovative Approach Stellar Advice

Happy to hear that Kyrstan Mckay ๐Ÿค—

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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