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Sherrie Besecker

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Sherrie Besecker comentou,
  1. Comunidade
  2. Brought to You By Wrike
  3. [Use Case Templates] Sales Operations 💰

We don't have a lot of use cases for sales that specifically fit this - but we do create projects from request forms to tailor the output for the work we complete for our clients. 

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Sherrie Besecker comentou,
  1. Comunidade
  2. Brought to You By Wrike
  3. [Use Case Templates] IT Service Management ⚙️

Really great template, not sure if we have a use case for this at this time though!

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Sherrie Besecker comentou,
  1. Comunidade
  2. How To
  3. Basic template that is similar to a school register that I can define via colour as a 'yes or no' oprtion.

Depending on your Reporting needs, a custom field might fit better for a dashboard view.  But if your task requires a grid - and formatting the grid as a blueprint might also do the trick!  Good ne...

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Sherrie Besecker comentou,
  1. Comunidade
  2. Best Practices
  3. [Community Member Spotlight] Sven Passinger 👋

Congrats on becoming a Black Belt - we echo many of the same challenges pre-Wrike - too many spreadsheets or MS project files lead to poor visibility into the process or project!  Agree on the Comm...

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Sherrie Besecker comentou,
  1. Comunidade
  2. How To
  3. Seeking Examples of Use Cases for firms with repetitive monthly workflow for clients

All I can think of is creating recurrent tasks and using a custom workflow, as Debbie Brownlie mentions above?  Along with Dashboards for reporting status on the tasks   https://help.wrike.com/hc/e...

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Sherrie Besecker comentou,
  1. Comunidade
  2. Brought to You By Wrike
  3. [Use Case Templates] Structured Projects ✅

We use this template for a majority of our project work!  Very Useful ... a great recommendation is to use this as a blueprint that you can tie into Request Forms easily!

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Sherrie Besecker comentou,
  1. Comunidade
  2. How To
  3. vacancy request

Not entirely sure the perspective you are looking for here:  If you are looking to have applicants submit information to you/your team - I would suggest building an external facing Request Form.  F...

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Sherrie Besecker comentou,
  1. Comunidade
  2. Brought to You By Wrike
  3. [Use Case Templates] Employee Onboarding and Offboarding 🏄‍♀️

I think this is great - we are looking into testing this and checking this template out!

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Sherrie Besecker comentou,
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Sherrie Besecker comentou,
  1. Comunidade
  2. Product Feedback
  3. [Status: Investigating 🕵️‍♀️] Due date-time

Ideally whether there is a due time for a task or an approval in Wrike that would be fantastic - the option to display the time on dashboards or to-do lists, etc - would also be critical!