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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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Последнее действие пользователя Trevor Tollefsbol
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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. Best Practices
  3. Inheriting Over-designed Wrike Projects From Previous PMs

Hi Kelly R, It sounds like you and your team operate in a very similar manner and similar workload to our team.  I can empathize with your challenges and need for easy access to task by item type a...

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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. Best Practices
  3. Managing Due Dates

Hi Daniel Garcia, Our goal when setting up our project schedules is to create a target timeline se we can compare the actual timeline to completion relative to the target timeline.  To achieve this...

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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. Product Feedback
  3. Automate Due Date Based on Task Status Change

Hi Jameel Choudhury, The automation I am requesting here is to customize a due-date delay once a task reaches a specific status. The functionality you are referencing is already available through W...

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Пользователь Trevor Tollefsbol прокомментировал
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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. How To
  3. Custom Workflows - Status Triggers

Hi Lauren Todd, Nice workflow, and very similar to how we structure ours.  We add an additional status with our approvals when they are rejected so we can see that the task moved through the approv...

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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. Best Practices
  3. Approval workflow vs Approval feature

Hi Roxane Carrier, To keep our workflow consistent and clean, we only use workflow driven approvals.  95% of the time, there is a document that must be reviewed with the approval, so we add that do...

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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. Best Practices
  3. DFMEA "Risks" Log by Project

Hi Lea Labastida, No worries!  I will do my best to get you un-stuck.  For our business, it makes the most sense to have a risk register in every project, because most projects are unique products....

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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. Best Practices
  3. DFMEA "Risks" Log by Project

Hi Lea Labastida, I have not made a video of this, but if you have any specific questions or steps you are getting stuck, I am happy to answer what I can. Cheers! Trevor

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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. Product Feedback
  3. Advanced auto-follow settings

I have upvoted Florian Kislich's post here.  I would like the added functionality to globally turn off auto-follow tasks when someone @mentions you.  The problem this creates in our organization is...

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Пользователь Trevor Tollefsbol прокомментировал
  1. Сообщество
  2. Product Feedback
  3. Automate Due Date Based on Task Status Change

Hi Anna Wallace, as always, great minds think alike!  Yes, we use the same automation for a workaround, but definitely not sufficient for our needs and prone to user error.  How many times have you...