The organization I support is accustomed to using Quip to manage meetings, links, and everything for any project.
As someone new to the org I was tasked with incorporating Wrike. Once I understood how the team leads meetings thru Quip I understood how I can incorporate Wrike, while supporting the structure of any meeting:
- Treat the top part of any task similarly to how the team is used to using Quip (List dates of each meeting, agenda, bullet point topics
- Track meetings on top of each other (transparency to previous discussions)
- Use comments section to loop anyone in, or bring prioritization back to a task
This has helped immensely guiding the team through this change, and feedback has been very positive.