I use a quarterly table view of projects with a single project lead per project and require they fill in the goals and results per project. It’s very simple to update and provides clear visibility.
[LINKED] For regular users, I send this: Check out the following Interactive Wrike training videos. Below are just a few of many that Wrike offers free with your account. They are great hands-on b...
Try using custom fields and use General ledger codes to track specific types of expenses. Then you can see on the table view per task or line item and it all rolls up. You can also use a formula co...
Using the custom fields and also the automation features have helped with intake organization.
I like it though it does feel a bit much as well - I experience the Wrike version from 2017 and it was definitely cluttered back then!
It’s great for meetings and having topics / action items / and reference items it the Kanban format.
The pinned items on top are great!
I noticed that calculated custom view issue and was confused for a moment. Thanks for the update!
Create a custom report of all tasks assigned to you > Select the Spaces you want tasks to be pulled from > Remove group by Status Group and select By Project or Folder. That should get you what you...
The half-sisters, Chloe (watching Cat in the Hat), and Kai (being a goof)!