What Wrike best practice has had the biggest impact on your work?
I’m always curious to learn how others are using Wrike to boost efficiency and improve team collaboration. Whether it’s a workflow tweak, automation, or a unique way of organizing tasks—sometimes the simplest practices have the biggest impact!
What’s that one Wrike best practice that’s made a real difference for you? Let’s exchange ideas and keep leveling up!
Hi there!
Our team is highly leveraging Wrike's custom fields to capturing specific information from our request forms, which can then be used to generate comprehensive reports and insights in our team workload. These custom fields are utilized so we can ensure that all relevant data is collected efficiently, making it easier to analyze and make informed decisions. It also demonstrates the work in varies ways from the quantities to varies requests per department. It provides us with valuable insights that can drive our initiatives and supply to our leaders to oversee. In turn custom fields bring another level with Wrike's automation, based on the fields it can quickly assign to team members and @ mention automatically based on the specific conditions to speed the workflow production.
We have been focusing on our how our dashboards are set up by exploring the range of widgets available and utilising different filters to organise our work. The filter for tasks with a due date '30 days ahead' has been helpful as it provides a snapshot of the next 30 days which is good for forward planning and filters out tasks that are way off in the future if you just want to focus on the next 30 days. To help manage intake of request forms we create dashboards where each widget is filtered via status so we can see the progress and which projects need to be assigned and actioned. Simple things but effective!