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Eric Clark

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Using Wrike since 2012. I implemented Wrike for a professional services company comprised of 150 consultants, 8-10 project managers, and on average between 100-200 open projects at any given time. We learned a lot from that experience, and since then I have been helping other companies out with optimizing Wrike and empowering their teams.
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Последнее действие пользователя Eric Clark
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Пользователь Eric Clark создал публикацию
  1. Сообщество
  2. How To

Hey community! I have what I believe should be a simple formula, but I feel like I'm running up against a limitation. As an example, I have two custom fields: Expected ROI (currency type) Geo (dro...

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. How do I unshare a folder that an ex-employee shared with me?

Hi Chris, to avoid the orphaned folders it's best to transfer ownership upon deleting the user. Often times I as a Wrike admin will transfer data to myself for exiting/terminating employees, so tha...

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. Wrike as an Issue Tracker - Health Care

Hi Richard, there is the concept of sharing for custom fields that will likely work for you. See the Sharing section here: https://help.wrike.com/hc/en-us/articles/209603049-Custom-Fields It's not ...

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. workweek setting

Hi Shannon, you may need to reach out to your administrator if you are having issues adjusting your work schedule. Admins can set the work schedule globally for the account, and perhaps the have th...

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. How do i keep completed tasks in view? I don't want them to dissappear when they are "done".

Hi Michael, You can adjust the filters to see tasks that have been completed. For example, hover over the "Active" filter, click the X to remove the filter and you will see everything in that folde...

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. How can I track deviation (original schedule Vs actual delivery)?

Hi John, Here are two ideas you might try out. 1) Gantt Snapshots - You can take a point in time snapshot of your planned tasks and revisit this to see how your plan has shifted over time. When you...

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. Set a task to recur at a specific time

Hi Julie, Unfortunately you cannot set a due time on a task. You can only set due dates. I found a post under the Product Feedback area that you should comment on to add you voice to: https://help....

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. What's the difference between "importance" and "priority", and how to I assign a priority level?

Hi Jeff, Importance is useful for sorting tasks in the list view by high, normal and low importance. By default all new tasks are of "normal" importance. It's really similar to marking emails as lo...

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. Inbox notifications

Hi Jean-Philippe, Email notifications settings do not affect the Inbox in Wrike. You can be sure that users will receive notifications in their Wrike Inbox for the things they're following.

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Пользователь Eric Clark прокомментировал
  1. Сообщество
  2. How To
  3. tags

Hi Barton,  The concept of hashtags in Wrike doesn't exist, but "tagging" folders and tasks does exist. This is one of my favorite features of Wrike. In your folder list, you can create as many dif...