[Use Case Marathon] Week 3 - Event Management in Wrike 👥
Hello Community! 😊
This is our third post in our Use Case Marathon series, and today, we're discussing Event Management.
Event Management 👥
Throughout 2020 and the first half of 2021, we’ve seen lots of businesses organizing events online. We will hopefully get to more offline events in the future, but regardless of whether the event is happening behind the screen or not, it needs proper planning and management.
In Wrike, it's possible to coordinate events both big and small, manage multiple projects running at the same time, break each project down into subfolders for every major initiative and schedule tasks across a cross-functional team.
📌 Real-life example:
Wrike can help you successfully plan and execute an event. You can break the required steps down into tasks and assign them; plan your event and track performance, and review event planning progress.
✅ What functionality is being used:
- Folder structure
- Table View
- Dashboards
- Gantt Chart
- Calendars
- Reports
- Request Forms
Are you using Wrike to manage events? How have you approached this in the remote work environment? Tell us about your best practices in the comments below 👍
Maybe you would like to learn more about how to set up event management in Wrike? Let us know below! 👇
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover
Love the idea of breaking events into tasks!
Our company uses Wrike to prep for internal and external events - even just booking rooms for meetings (pre pandemic).
All of this is done by gathering info upfront via request forms.
Internal and external prep are completely different projects.
We use Wrike to plan events and campaigns with heavy use of custom fields, request forms, blueprints variant to scope and scale, reports to stay on track, and meetings with live action item creation to follow up.
Thanks so much for sharing that folks! 🤗
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover
In the past we have had our checklist of items for major event preparation. We need to take a closer look at how Wrike can help support us as we learn more and adopt more of Wrike.
Part of our primary offerings is to be able to support our clients' event - including planning the materials and asset delivery to the events. With request forms - custom fields, project, folders and tasks allow us to utilize the data for calendars, dashboards etc that we share with our internal and external teams!
Thank you for your interest and insights! 🤗 Did you know that there are Onboarding templates available in Wrike? There's one in particular, called Event Management, that you can use to start managing events. It includes five stages — set up as folders within the template — to guide you through the process. Here's a guide on how to use the template 👍 And this is how it looks once launched:
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover
I think this "Follow Up" Folder is quite important. Yes, we plan our events in Wrike, and especially the feedback afterwards is also collected in Wrike. This could be done by a request form, too, or just by a task with subtasks. We struggled a little bit with responsibilities and statuses of these tasks - I think the asignee should be the responsible department leader, and the status should be completed if the feedback is reviewed and considered for future events.
We don't really run events as part of our business - but we do have time sensitive projects with firm deadlines, so I guess it is a very similar set-up.
Thank you for sharing, Florian Kislich! You mention you struggled with the responsibilities and the statuses - I was wondering if you were able to agree on these in the end?
Debbie Brownlie And what about the internal/company events?
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover
Hi Lisa we really don't have anything that would require loads of planning
Our last company event was a comedy show and a dinner - a simple news post was enough to let staff know and give details, planning really didn't require even it's own task....
Got you Debbie Brownlie, thank you for sharing 🤗
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover
I shared this post with my teammates who manage event planning through Wrike - we have a few teams that coordinate events and they utilize blueprints to create the repeatable process for those events.
Happy to hear it might be helpful to them Sarah Dungey 😊
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover
We haven’t had any events since we adopted wrike, but I imagine that we will make use of it for this purpose in the future!
We don't really run events as part of our business - but we do have time sensitive projects with firm deadlines that we strive to hit.
Thanks, Kelly-Anne Slatton, Jordan Crisman for sharing your thoughts here 🙌🏼
Are there any best practices on using this template? We submit event projects via request forms and have a massive blueprint.
Hey Soraya Noel! This template has a pre-built request for events as well, and submitting it creates a project with pre-configured views. So it looks like it's pretty similar to what you're doing, but I'd still encourage you to review it (there's also an overview video included when you preview the template from the space creation menu). Please let me know if you have any further questions!
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover
Thank you Lisa for responding! We are working on our event strategy for Wrike and wanted to see how we can possibly leverage this resource.