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Trevor Tollefsbol

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I am a mechanical engineer who has worked in product design and development for more than a decade. I have a passion for combining aesthetics with sound engineering practices, as well as a love for product and project management. Get me excited about learning something new, and I'll have a laser focus on becoming an expert no matter what the subject, software, or activity is. Your shared knowledge is my gain, and I hope to give the same in return. Cheers!

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  1. Сообщество
  2. Weekly Release Notes
  3. [From Wrike] What's New In Wrike - October 2021

I don't yet see the benefit of Work Templates over Blueprints.  Our Blueprints already have pre-assigned users and custom fields.  In addition, any user can create a new project using a request for...

  1. Сообщество
  2. Brought to You By Wrike
  3. [Use Case Templates] Structured Projects ✅

Thanks for sharing.  One suggestion to new users is to also be conscious of how you want to structure your reporting.  If you wish to create a task status report organized by Project, the report wi...

  1. Сообщество
  2. Best Practices
  3. Reviews via Workflow, Task or Something Else?

Hi Sadie E, To create a dashboard showing your outstanding approvals, use the following steps from your Dashboards panel: Hit the dropdown menu and create a new dashboard with a meaningful title.  ...

  1. Сообщество
  2. Best Practices
  3. Creative Briefs in Wrike

Hi Meghan, In our organization, new product development projects are not allowed to generated without an approved brief.  Briefs are done through request forms with a basic eye to market requiremen...

  1. Сообщество
  2. Best Practices
  3. Reviews: Due dates

Anna Wallace  Great minds think alike!  We use the same technique, but have specific use cases where automated date updates with status change would be extremely helpful.

  1. Сообщество
  2. Best Practices
  3. Reviews: Due dates

Hi Donna, We have encountered this exact issue.  I was hoping I could solve it with a custom automation step following the same logic you've noted above, but those options are not available for cus...

  1. Сообщество
  2. Product Feedback
  3. [Status: Not planned] Poll inside an task, new function in Wrike?

+1

  1. Сообщество
  2. Best Practices
  3. Reviews via Workflow, Task or Something Else?

Lee Procida We've used both methods you mention above, but have settled on workflow steps with Approvals.  You may already be using workflow approvals, and if so you can ignore the rest of this 😄. ...

  1. Сообщество
  2. Best Practices
  3. [From Wrike] Are You Using RAID Logs? 📌

Lisa I like the use of a request form to enter data!  I'm going to work on incorporating this technique into our DFMEA process.  Thanks for the notification on this one.

  1. Сообщество
  2. Best Practices
  3. Description field- AKA

Peter Tisdall Nice Tip!  This could be incorporated as a drop down in a Request Form.  Thanks!