Wrike Adoption & Onboarding
Fellow Wrikers — I'm seeking your advice on best practices for onboarding new employees to Wrike and encouraging adoption. Our entire marketing org is on Wrike with varying levels of adoption which can provide challenges when some folks are fully working within Wrike and some just never really adopted it.
For new employees, we've been asking them to complete the training available in discover.wrike which are helpful, but we've gotten feedback that the training doesn't really help them learn how our team is using Wrike.
For those who are holdouts on adopting Wrike, how do you encourage them to get in there?
We are thinking having a couple of Wrike experts on the team to do 1:1 onboarding sessions is a good idea, but just wondering what you all have done that is working well for you.
TIA!
Hi Mandy Schnirel,
we had a similar problem. The courses from Wrike are good for everybody who really needs to understand Wrike in total (so admins). For normal users it is too much. Also we had the same experience that our use of Wrike is not expalined in the trainings (as you normally adapt Wrike to your processes).
What we have done:
So that worked out for us. It was really a lot of work, but I think at the end it pays off (without having numbers for it).
Sven Passinger Thank you so much for the detailed response! We are definitely going to try implementing some of what you are doing and see if it helps!
Love some of your ideas Sven, I'll definitely borrow them!
Mandy, I also recorded about eight 5-min Loom videos on the basics of how our team uses wrike, doing a screen share. New team members have found that to be helpful!
Ditto on pretty much all of Sven Passinger 's points above. The only thing I would add is that we also present regular Wrike refresh trainings, to go over basics like email settings, workflows, and adjusting projects. I also assign "homework" training tasks for users to practice and give feedback, so we have topics to cover next time.
Hi everyone 🙋🏻♀️
Really great tips from Sven, thank you for sharing! I also would like to use this opportunity to share this best practices post from a Community member on how to create a knowledge base.
Thanks, everyone! So helpful!
I made sure that the Wrike desktop app opened on start-up for all my team members. That way it was open, ready and waiting for them each day. 1:1 meetings is a great idea! Also, making a dashboard that is everyone's "go to" spot has helped a lot. Basically a dashboard that gives them so much value they begin using it because it makes their life easier!
Hi Mary Huddleston, thank you for sharing your tips here, dashboards are my favorite way to keep track of my to do's 👀
These are great ideas! Thanks everyone!