5 Simple Steps to Creating the Best Knowledge Base for your Team!

We have over 1,000 users in Wrike, this makes it a challenge to provide training and support unilaterally across all our domains, so we have set up a unique space to handle training, reference and support materials.  This is the foundation of our Wrike Knowledgebase

Step 1 - Create a space and share it with My Team - this ensures all new users added to your account, will automatically have access to this folder

Step 2 - You will have a lot of questions from your users, naturally, so why not compile them into a Master FAQ Folder in your Knowledge base.  Keep them organized by topics - so that users can easily find what they are looking for.  They also may see other FAQs that will be helpful while they are exploring a topic.

*Bonus - Create a Suggestions & Feedback Request form - If a question seems like a good candidate for FAQs, cross tag into the FAQ Topic Folder

Step 3 - Organize and Categorize your Training Documents, PowerPoint Decks, or Guides into a Resources or Training Folder!  *Bonus Tip - Cross tag these into the FAQ, or Permalink them into related FAQS.

Step 4 - Be sure to include snapshots, videos, links or examples in your FAQ Tasks - this will guide your users  a thorough understanding of the process or protocol

Step 5 - As you comb through new tips and tricks in the Wrike Community - Add the link to appropriate On-Demand Webinars, or other Training / Reference & Support Materials into Related FAQ Topics

*Bonus Tip -  Wrike has an excellent Project Management Guide, with many useful links for the novice to experienced Project Managers - Break out these topics into Tasks - supply the links in each topic and share with your PM teams!

 

 

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Thank you so much for posting such a useful post with easy-to-follow steps Sherrie Besecker! 🤗

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Bonus tips:

- create a custom worklflos status named "documentation" or similar and use it for these tasks

- assign the tasks to a dummy user to avoid appearing on the to do list of the assignee, as it isn't scheduled work

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We have a Best Practices folder in our account that we point all new users at. This folder has Wrike 101 video links to Discover, plus a bunch of our organization-specific best practices. 

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This is one of the first folders we created during our onboarding process from the Wrike team. Every team member we add to our account gets added to a group to ensure they have access to our knowledge base. Thanks for the additional tips and ideas.

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The template was an extremely helpful place to start, and then I modified it from there to fit the needs of my team.

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I can see how this would be useful for 1000 users! 

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Debbie Brownlie I guess it's useful for even 50 users, too!

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Cracking idea Sherrie!

Nice to see you're company's football team utilities Wrike too! ;) 

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We’ve just started doing something similar. These are great tips!

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Florian Kislich Great suggestion. We also use a custom "Resources" workflow for our COE - all Resources tasks remain active, backlogged, and unassigned, and are linked to in actual tasks that require training/reading of the entry. (The Completed status is called "CHANGE BACK TO RESOURCES" and auto-assigns me in case of accidental completions.)

Lisa For this use case, it would be nice to have the flexibility to create a workflow without status requirements.

 

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This is brilliant! I will definitely be adopting this idea for my team. I normally have onboarding sessions for new Wrike members once a month, but I think this idea would be much more beneficial.

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We have a knowledge base in Wrike as well as in our documentation repository! We actually have templates linked to Wrike from our documentation repository for seamless training. 

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Thank you for sharing! I love the idea of adding the links to any helpful items for easy access!

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Thank you for taking time to share this detailed step-by-step process! This is a fantastic idea!

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Great idea! We are in the process of creating a blueprint for new user training for our enterprise. Some of this will be useful for that project! Thanks!

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Great idea, thanks for sharing!✌️

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Amazing, another dream internal project. I've been toying with the idea of using a "dummy" account for these types of initiatives. Happy to see other people have thought about it too. 

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Folllowing List for Post: 5 Simple Steps to Creating the Best Knowledge Base for your Team!
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