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Jeffrey Veffer

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Attività recente di Jeffrey Veffer
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  1. Community
  2. How To

Project Automation through Wrike Request forms

We are a consulting firm looking to take our proposal estimation process out of the dark ages of multiple excel sheets! I've looked through many of the posts on Request forms and found a few great ...

  1. Community
  2. Product Feedback

Historical value for the progress metric

Is there a way to see the historical value for the progress metric? This would be very useful to me as I am going back and pulling metrics to compare progress on projects on a month over month basi...

  1. Community
  2. Best Practices

How do you forecast capacity and workload for pending projects?

I’d like to ask the community what their process is for workload and capacity planning, especially on work that is getting to the end of the sales funnel We use Wrike mainly to manage current proje...

  1. Community
  2. Product Feedback

Job Roles not showing in uploading excel files into Wrike

  We are using the excel template for very large repetitive projects as we can programatically in excel set up several hundred rows that have the same tasks applied repeatedly.   To help us with w...

  1. Community
  2. Product Feedback

Feature Request - Time entry in sub-tasks needs to roll up to Parent Task

When we set up a project we have a custom field that contains a invoice milestone for each project task that is a client deliverable We also estimate each resources time before the project starts s...

  1. Community
  2. Product Feedback

Increase category display in drop down

We use Categories in the resource module to track different types of work on projects.... Now we have over 20 (23 exactly) so they don't all display on the dropdown, but say “too many, please searc...