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Ryan Nelson

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Votos em atividade por Ryan Nelson
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  1. Comunidade
  2. Best Practices
  3. auto-assign the task from a submitted request form to the Wrike user who submitted the request form

We wanted the same thing so we created a drop down menu with the staffs name and then selected to add assignee when the staff is selected and choose the staff that matches the drop down option. Mak...

  1. Comunidade
  2. How To
  3. Question About Blueprints

Hi Kalyn Switzer Here is an example of a request form we use when someone resigns. I choose this as it is the most simple example I stated above. we use some more complex request forms that take th...

  1. Comunidade
  2. Best Practices
  3. How do YOU use blueprints? Help and Inspiration

Hi Aurora,  We use Blueprints as templates, but we use Request forms to create projects from those templates. When we set up the Blue Print we run it through a mock project with typical due dates a...

  1. Comunidade
  2. How To
  3. Question About Blueprints

One thing you could do is to everything over to active tasks from Blueprints, and align new start and end dates is to create a request form that people could fill out that would duplicate the blue ...

  1. Comunidade
  2. Best Practices
  3. Share tasks between multiple Spaces

One thing that we do to help to ensure that the right people are seeing what they need to see, especially when there is collaboration across multiple teams, is that our executive team has access to...

  1. Comunidade
  2. How To
  3. Set up task to start 30 days after another task

Hi Keith, You will want to still use dependancies, and you will want to use a start start (SS) dependancy plus 30 days.  For example you have two tasks setup in the Gantt Chart. In my example Task ...

  1. Comunidade
  2. How To
  3. How to create new top-level Folder/area?

Hi Charles, It looks like this changed when Wrike introduced the Spaces piece. You used to have a team name, that was generally your company name where newly created top-level folders were placed. ...

  1. Comunidade
  2. Best Practices
  3. Share your workflows!

We have many, even though we are not a marketing or a project managing company, here are some workflows that we use for our internal processes.  Bill Tracker/Work Expense tracking.  We use this to...

  1. Comunidade
  2. How To
  3. Workflows & Assignee Changes

Hi Anna Wallace, I believe the new automation could help you here. I have been playing around and here is a way I think you could incorporate the status change and get the notifications correct. Wh...

  1. Comunidade
  2. Best Practices
  3. Project Management Organization - Best Practices

Hi Marcia, We work in the disability services sector so similar to healthcare. We use Wrike throughout our company. We find request forms very valuable when starting new homes, bringing in new clie...