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Daniel Garcia

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Голоса по действиям Daniel Garcia
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  1. Сообщество
  2. How To
  3. Number of overdue tasks in custom field

after reading this my initial thought was why not create a custom report titled Overdue Tasks?  from there you can select your data source and filter it out by only showing overdue tasks? I think u...

  1. Сообщество
  2. Product Feedback
  3. Personal Space - custom personal workflows

Same thought as the people before me. I would like my personal space to have the same workflow as our public space so that it transfers easily, without having to update the workflow every time. 

  1. Сообщество
  2. How To
  3. How to document Lessons Learned Effectively?

I just started implementing this idea, so by no means is it perfect but it works for now.. In our larger projects I create a separate task Debrief. After all the tasks are completed I schedule time...

  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. How To
  3. Managing a task as a blueprint

It took me a while to find my task too. I have 2 folders that house my project blueprints (testing and live). i have my task in one of the folders and ended up scrolling to the bottom of the list t...

  1. Сообщество
  2. How To
  3. Backup & Restore

Hi Ariel, I also found it odd that Wrike has that option but doesn't have any means to use it. I had asked that question when we were in talks of merging our instance with another teams Wrike accou...

  1. Сообщество
  2. How To
  3. Transfer all Tasks/Projects/Folders to a successor

hey dan! we just did this not too long ago. Go into your settings. click on that user and select Delete User. It will then give you an option to transfer the predecessors information onto the succe...

  1. Сообщество
  2. How To
  3. Can't tag a project

do you both have the same Access Role?  https://help.wrike.com/hc/en-us/articles/209603589-Folder-and-Project-Permissions#abilities 

  1. Сообщество
  2. Weekly Release Notes
  3. [From Wrike] What's New In Wrike - June 2022

💪

  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 ...




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