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Daniel Garcia

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Последние действия Daniel Garcia
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  1. Сообщество
  2. How To
  3. Custom Fields in Request Forms

are you trying to see which answers in your form will feed into a custom field? if i understand correctly, you can view which questions in your request form will populate a custom field. when you n...

  1. Сообщество
  2. Best Practices
  3. Remove, Delete or Deactivate and in what order?

when we deleted a user, earlier this year, i assigned all their work to the new assignee (prior to deleting) and ended up archiving the tasks/projects with the status Cancelled. the new owner then ...

  1. Сообщество
  2. Best Practices
  3. Remove, Delete or Deactivate and in what order?

if you want to be able to free open a seat and still view the tasks they were assigned, then Deleting would be your best bet. a deactivated account still takes up a seat. when deleting - the user i...

  1. Сообщество
  2. How To
  3. Issue - space request form showing up for everyone

not sure if this could be of benefit. is your space a private or public space? one thing you can do is specify certain users/groups that can see it by updating the visibility: you can create a new...

  1. Сообщество
  2. Best Practices
  3. Our #1 Best Practice - Request Forms and Blueprints

thanks for sharing, we do something similar too! we reviewed our most common assets that were used in 2021 and created blueprints out of them. then we updated our request form to pull those specifi...

  1. Сообщество
  2. Best Practices
  3. Removing signatures from email

i'm with brandon too! if its a long thread i'll forward the email to myself and when it's in draft mode i'll delete everyone elses signature images, send it and upload it through the add-in... if i...

  1. Сообщество
  2. Brought to You By Wrike
  3. [Use Cases] Wrike Training for Champions and Users 🎓

same, i wish this was available when i rolled out new process/structure changes to the team. they have been using wrike for 2 years (4 months for me) and they didnt have a real solid process nor fa...

  1. Сообщество
  2. How To
  3. Deleting a User / Transferring Resources / Re-creating a User / MFA Issues

hi george, while i know it's not much information, but when you do delete someone their tasks stay in wrike, it would just grey out their icon with their initials. i dont know if it will automatica...

  1. Сообщество
  2. Best Practices
  3. Project Status Naming

we like using folders within folders. for example, we utilize the Backlog folder for all new projects. once the project has been prioritized and built we move it into the Upcoming Work folder (whic...

  1. Сообщество
  2. Best Practices
  3. Managing a huge team with many campaigns

Aiden, i think sven has a great roadmap for your layout! for our projects we have one main folder that houses those projects that everyone is working on, in addition to each teams separate folder (...




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