Onboarding new users based on user type

I know this has been mentioned on the boards somewhere before, but I cannot say how easy onboarding templates per user type is so helpful!  While a highly collaborative team, not every team member will need to use Wrike in the same way.  Finding a way to easily consolidate a "Wrike must-knows based on your role on the team" (eg. creative, producer, account manager, QC, approver, etc.) makes the first days much easier and less overwhelming than trying to understand everything in Wrike at once.

Build out onboarding templates in Wrike per user role, and assign tasks to your onboarding team to complete based on the user type.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1件のコメント
Avatar
Cansu

Great to hear that you're using the Onboarding templates Cheryl Venable 💚

Cansu Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

Cansu Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Onboarding new users based on user type
[this list is visible for admins and agents only]

トップ
Didn’t find what you were looking for? Write new post